Overview

The Template Library is a collection of libraries with templates for specific products (email, funnels, etc.). Agency Admins possess the capability to contribute custom templates to these libraries.

Custom Templates Setup

Template Library Permissions

Three key requirements must be met:

• The agency must maintain a $497/month Pro plan subscription
• Template Library must be enabled in Agency Account > Settings > Company > Template Library for Clients
• Only users with Agency Admin permissions can upload templates

Add a Custom Template

Step 1: Navigate to the Correct Product

The process varies by product category:

Marketing Products:

• Social Planner posts: Navigate to Marketing > Social Planner > Content tab > CSV tab, then select "Upload to social templates"
• Email Templates: Go to Marketing > Emails > Templates tab and choose "Upload to email templates"

Automation Products:

Workflows are accessed via Automation > Workflows, selecting "Upload to Template Library"

Sites Products:

For Funnels, Websites, Stores, Blogs, Emails, Forms, Surveys, or Quizzes, navigate to Sites > [product] and select the corresponding upload option

Step 2: Name and Categorize

Users must type a display name for the template and add it to a category before uploading.