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Add Custom Templates to Template Library

The Template Library is a collection of libraries with templates for specific products (email, funnels, etc). Agency Admins can add custom templates to…

3 min read667 words12 explained imagesUpdated Thu, 26 Jun, 2025 at 4:23 PM
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On this page
  1. Custom Templates Setup
  2. Add a Custom Template
  3. Frequently Asked Questions

The Template Library is a collection of libraries with templates for specific products (email, funnels, etc). Agency Admins can add custom templates to the library(s).

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More Tutorials From the Community

https://www.youtube.com/watch?v=2maiOckHb4E

https://www.youtube.com/watch?v=gF2E0cIx_ok

https://www.youtube.com/watch?v=ChDcDiQ5JG0

TABLE OF CONTENTS

Custom Templates Setup

Template Library Permissions
- To add templates to the Template Library the agency must be on the $497/mo Pro plan.
- Template Library must be toggled on in Agency Account > Settings > Company > Template Library for Clients
- Users must have Agency Admin permissions to upload templates.
Custom Templates Setup (image 1 of 12) What this shows Template Library Permissions - To add templates to the Template Library the agency must be on the $497/mo Pro plan. What this shows Illustrates the "Custom Templates Setup" section of "Add Custom Templates to Template Library". This screenshot appears in the "Custom Templates Setup" section of "Add Custom Templates to Template Library". The text alongside this image reads: Template Library Permissions - To add templates to the Template Library the agency must be on the $497/mo Pro plan. - Template Library must be toggled on in Agency Account > Settings > Company > Template Library for Clients - Users must have Agency Admin permissions to upload templates. The navigation path used here is Agency Account > Settings > Company > Template Library. Immediately after, the guide continues: Step 1: Navigate to the correct Product. Path: Agency Account > Settings > Company > Template LibraryImage 1 of 12 What this coversTemplate Library Permissions - To add templates to the Template Library the agency must be on the $497/mo Pro plan. - Template Library must be toggled on in Agency Account > Settings > Company > Template Library for Clients - Users must have Agency Admin permissions to upload templates.
Buttons and menus referenced Template Library Permissions
Next stepStep 1: Navigate to the correct Product

Add a Custom Template

Step 1: Navigate to the correct Product

The Template Library is one function but to reduce confusion the Template Library only shows items from one Product at a time. 

Marketing Products

If you want to add a Social Planner post as a template, navigate to Marketing > Social Planner > Content tab > CSV tab. Click on the 3-dot action menu next to the item you want to turn into a template and click Upload to social templates.

Add a Custom Template (image 2 of 12) What this shows If you want to add a Social Planner post as a template, navigate to Marketing > Social Planner > Content tab > CSV tab. What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: If you want to add a Social Planner post as a template, navigate to Marketing > Social Planner > Content tab > CSV tab. Click on the 3-dot action menu next to the item you want to turn into a template and click Upload to social templates. The navigation path used here is Marketing > Social Planner > Content. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: For Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates. Path: Marketing > Social Planner > ContentImage 2 of 12 What to clickIf you want to add a Social Planner post as a template, navigate to Marketing > Social Planner > Content tab > CSV tab. Click on the 3-dot action menu next to the item you want to turn into a template and click Upload to social templates.
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepFor Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates.
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.

For Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates.

Add a Custom Template (image 3 of 12) What this shows For Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab >… What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: For Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates. The navigation path used here is Marketing > Emails > Templates. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library. Path: Marketing > Emails > TemplatesImage 3 of 12 What to clickFor Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates.
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepIf you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library.
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.

Automation Products

If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library.

Add a Custom Template (image 4 of 12) What this shows If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu… What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library. The navigation path used here is Automation > Workflows. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates". Path: Automation > WorkflowsImage 4 of 12 What to chooseIf you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library.
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepIf you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates".
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.

Sites Products

If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates".

Add a Custom Template (image 5 of 12) What this shows If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the… What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates". This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Step 2: Name and Categorize the Template. Image 5 of 12 What to chooseIf you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates".
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepStep 2: Name and Categorize the Template
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.

Step 2: Name and Categorize the Template

In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload.

Add a Custom Template (image 6 of 12) What this shows In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Step 3: Edit Template in Admin Mode. Image 6 of 12 What to fill inIn the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload.
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepStep 3: Edit Template in Admin Mode
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.
Add a Custom Template (image 7 of 12) What this shows In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Step 3: Edit Template in Admin Mode. Image 7 of 12 What to fill inIn the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload.
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepStep 3: Edit Template in Admin Mode
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.

Step 3: Edit Template in Admin Mode

You will be taken to the admin mode to edit all of the library settings for the [product] template. You can edit:

  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.
Add a Custom Template (image 8 of 12) What this shows Name Category Preview Cover image: Upload a thumbnail or preview image to visually represent the template. What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: Name Category Preview Cover image: Upload a thumbnail or preview image to visually represent the template. Tags: Add searchable tags that help users quickly find your template (ex: New Years). Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain)…. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). Image 8 of 12 What this coversName Category Preview Cover image: Upload a thumbnail or preview image to visually represent the template. Tags: Add searchable tags that help users quickly find your template (ex: New Years). Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). Short Description: This is a quick summary that appears in the preview card of the Template Library. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepOnce the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients).
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.

Step 4: Publish

Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients).
Add a Custom Template (image 9 of 12) What this shows Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by… What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Subaccount clients will see the custom template like all other templates in their template library. Image 9 of 12 How to confirmOnce the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients).
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepThe Subaccount clients will see the custom template like all other templates in their template library.
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.
Add a Custom Template (image 10 of 12) What this shows Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by… What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Subaccount clients will see the custom template like all other templates in their template library. Image 10 of 12 How to confirmOnce the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients).
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepThe Subaccount clients will see the custom template like all other templates in their template library.
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.
The Subaccount clients will see the custom template like all other templates in their template library.
Add a Custom Template (image 11 of 12) What this shows The Subaccount clients will see the custom template like all other templates in their template library. What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: The Subaccount clients will see the custom template like all other templates in their template library. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Agency will also see the custom template like other templates, but will have more options. Image 11 of 12 What this coversThe Subaccount clients will see the custom template like all other templates in their template library.
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepThe Agency will also see the custom template like other templates, but will have more options.
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.
The Agency will also see the custom template like other templates, but will have more options.
Add a Custom Template (image 12 of 12) What this shows The Agency will also see the custom template like other templates, but will have more options. What this shows Illustrates the "Add a Custom Template" section of "Add Custom Templates to Template Library". This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: The Agency will also see the custom template like other templates, but will have more options. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Who can add or edit templates details in the Template Library? Image 12 of 12 What this coversThe Agency will also see the custom template like other templates, but will have more options.
Fields in this part of the guide NameCategoryPreview
Buttons and menus referenced Step 1: Navigate to the correct ProductMarketing ProductsSocial PlannerEmail TemplatesAutomation ProductsSites ProductsStep 2: Name and Categorize the TemplateStep 3: Edit Template in Admin ModeNameCategoryPreviewTags
Next stepWho can add or edit templates details in the Template Library?
Example values
Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 8 steps in this procedure
  1. Name
  2. Category
  3. Preview
  4. Cover image: Upload a thumbnail or preview image to visually represent the template.
  5. Tags: Add searchable tags that help users quickly find your template (ex: New Years).
  6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain).
  7. Short Description: This is a quick summary that appears in the preview card of the Template Library.
  8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.

Frequently Asked Questions

Who can add or edit templates details in the Template Library?
Only users with the Agency Admin role can add and manage templates.
Is adding Custom Templates available on all plans?
The option to add and manage custom Templates is only available on the $497/mo pro plan.
If there are any updates in template added to template library, what happens?
Changes made to the original source of the template will not flow through to the template in the Template Library.
Can we hide/edit Templates already present in Template Library?
The individual templates cannot be hidden, but Categories can be hidden, so if you add a template to only one Category, and that Category is hidden, then the Template will not appear in any Subaccount's view of the Template Library.

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