Who Benefits from the Template Library?

• Small Business Owners: Create professional marketing materials without hiring a designer.
  
  

• Marketing Agencies: Save time by utilizing pre-designed templates for client projects.
  
  

• Freelancers: Offer marketing services without extensive design skills.
  
  

• Corporate Marketing Teams: Streamline design processes and maintain brand consistency.

Advantages of Using the Template Library

• Time and Effort Savings: Access pre-designed templates to expedite the creation of marketing materials.
  
  

• High-Quality Designs: Utilize templates featuring premium stock images and content for a consistent brand image.
  
  

• User-Friendly Interface: Easily filter and preview templates to find those that meet your business needs.
  
  

• Customization: Modify templates to align with your brand by adjusting images, colors, and content.
  
  

• Cost-Effective: Avoid the expenses associated with custom designs or hiring designers.
  
  

• Accessibility: Available to all users without additional fees or subscriptions.

What’s New in the Template Library?

1. Documents and Contracts:

• Create, upload, and manage templates for legal documents and contracts.
  
  

• Streamline your paperwork process by customizing pre-built templates or creating your own.
  
  

2. Ads Manager:

• Access over 80 pre-built templates tailored for various ad objectives.
  
  

• Enjoy real-time previews and built-in configurations for faster ad creation.
  
  

3. Reporting and Dashboard:

• Upload and manage custom templates for reports and dashboards.
  
  

• Secure sensitive data by masking it during the upload process.
  
  

• Add a preview image for quick identification in your library.

Enabling & Disabling the Template Library

1. Navigate to Agency Settings > Company.
   
   

2. Scroll to the right to find the Template Library option.
   
   

3. Toggle on Make Templates visible to clients.

Funnels and Websites Template Library

1. Go to your sub-account.
   
   

2. Navigate to Sites > Funnels (or Websites).
   
   

3. Click on New Funnel (or New Website).
   
   

4. Choose Go to Template Library.
   
   

5. Browse and select a template that fits your business needs.

Social Planner Template Library

1. In your sub-account, go to Marketing > Social Planner.
   
   

2. Click the + New Post button.
   
   

3. Select Choose Social Planner Templates.
   
   

4. Review and select a template.
   
   

5. Customize and schedule your posts accordingly.

Email Builder Template Library

1. Within your sub-account, navigate to Marketing > Emails > Templates.
   
   

2. Click the + New button to create an email template.
   
   

3. Select Template Library.
   
   

4. Browse and choose a suitable template.
   
   

5. Customize the template to match your branding.

Documents and Contracts Template Library

1. Navigate to the Documents tab.
   
   

2. Select Create New and access the Template Library.
   
   

3. Upload or customize a contract template.

Ads Manager Template Library

1. Navigate to Marketing > Ads Manager.
   
   

2. Click on Create Ad and select a template from the library.
   
   

3. Preview and customize the ad for your specific objectives.

Form Template Library

Navigate to Sites > Forms > Builder > Add Form > From Template

Survey Template Library

Navigate to Sites > Surveys > Builder > Add Survey > From Template

Reporting Template Library (coming soon)

When it is launched, you will be able to navigate to Reporting > Custom Reports > New Report > From Template Library