Navigating the Template Library

Accessing the Template Library

To begin, it's essential to navigate to the correct area within your CRM account:

1. Navigate to the Agency Dashboard: Ensure you're in the main agency account, identifiable by the "Agency Dashboard" label at the top.
2. Open the Template Library: Find and click on the "New Template Library" option. Here, you'll see various pre-built templates, including those for funnels, websites, emails, and more.

Enabling Template Library Functionality

Before adding your templates, you must ensure the template library feature is enabled:

1. Go to Settings: On the sidebar, click on "Settings" and then select "Company."
2. Activate Template Library: Look for the "Template Library" option and toggle it on.

Adding Templates to the Library

The CRM allows you to add templates for different purposes. Here's how to proceed with each type:

• Funnels: Navigate to the funnel you wish to add. Click the three dots for more options and select "Upload to Funnel Templates." You'll be prompted to name the funnel, choose a category, and upload it. Remember, uploading a funnel will include all its pages.

• Websites: Similar to funnels, find the website you want to add, click the three dots, and select "Upload Website Template."

• Forms and Surveys: For forms and surveys, navigate to the specific form or survey you wish to template, click the three dots, and choose "Upload Form Template" or "Upload Survey Template," respectively.

Each template type allows you to add details like names, categories, cover images, tags, prerequisites, and descriptions to ensure clarity and ease of use for those accessing these templates from sub-accounts.

Previewing and Publishing Templates

After adding all necessary information and details to your template:

1. Save as Draft: If you're not ready to publish, you can save your work as a draft to review or edit later.
2. Publish Template: Once satisfied with your template, you can publish it. This action moves the template to your template library, making it accessible to sub-accounts.

Filtering Templates.You can use the filters to avoid wasting time when looking for templates this tool will help you quickly differentiate between generic system templates, which you can access in Default Templates.

Or the ones you have created or added yourself which you'll find in My templates.

You can also limit the visibility of said templates for your Sub-Accounts by hiding the templates. Hover over the template you decide on and click the Hide button to make it unavailable. 

The hidden templates will be added to their tab for quick access if you decide to enable it later by clicking Show.

Sorting the templates.

You can opt for sorting the templates based on popularity or novelty. To do so, click the drop-down menu in the right side corner and seamlessly switch between the two.

These filters and sorting work in conjunction with the Categories so you can get the most from your search.

Accessing Templates from Sub-Accounts

Sub-accounts can access these templates by navigating to the relevant section (funnels, websites, etc.) and selecting "Choose New" followed by "From Templates." Here, they'll find your custom templates available for use.Troubleshooting and FAQs

• I can't find the template library option. What should I do? Ensure you're in the agency dashboard and have the necessary admin permissions. If the problem persists, contact support.
• Can sub-accounts add templates to the library? No, only agency admins have the ability to add templates to ensure consistency and control over the shared resources.