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How to add your email templates in Template Library?

Uploading your email templates to a template library helps you keep everything organized and easily accessible. This guide will show you how to upload…

2 min read435 words7 explained imagesUpdated Fri, 23 Aug, 2024 at 10:59 PM
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Uploading your email templates to a template library helps you keep everything organized and easily accessible. This guide will show you how to upload your templates so you can quickly find and use them whenever you need.

Why It’s Useful

  1. Easy Access: Quickly find and use your templates without searching through files.
  2. Consistency: Maintain a uniform look and feel across all communications.
  3. Efficiency: Update and tweak templates easily, saving time.
  4. Team Collaboration: Share templates with team members seamlessly.
  5. Performance Tracking: Monitor and improve your email effectiveness with built-in analytics.
How to Add Your Templates to Template Library?
1. Go to Email Marketing
2. Go the relevant asset in the list view
3. Click on three dots, there will be option to add to Template Library
Figure 1 What this shows 3. What this shows Illustrates "How to add your email templates in Template Library?". This screenshot appears in "How to add your email templates in Template Library?". The text alongside this image reads: 3. Click on three dots, there will be option to add to Template Library. Immediately after, the guide continues: 4. Add the name of Template and select one category. Image 1 of 7 What to click3. Click on three dots, there will be option to add to Template Library
Buttons and menus referenced Why It’s UsefulEasy AccessConsistencyEfficiencyTeam CollaborationPerformance TrackingSubAccount View of Template Library-Agency View of Template Library -
Next step4. Add the name of Template and select one category
All 5 steps in this procedure
  1. Easy Access: Quickly find and use your templates without searching through files.
  2. Consistency: Maintain a uniform look and feel across all communications.
  3. Efficiency: Update and tweak templates easily, saving time.
  4. Team Collaboration: Share templates with team members seamlessly.
  5. Performance Tracking: Monitor and improve your email effectiveness with built-in analytics.

4. Add the name of Template and select one category
Figure 2 What this shows 4. What this shows Illustrates "How to add your email templates in Template Library?". This screenshot appears in "How to add your email templates in Template Library?". The text alongside this image reads: 4. Add the name of Template and select one category. Immediately after, the guide continues: 5. It will redirect to Template Library Admin mode. Image 2 of 7 What to choose4. Add the name of Template and select one category
Buttons and menus referenced Why It’s UsefulEasy AccessConsistencyEfficiencyTeam CollaborationPerformance TrackingSubAccount View of Template Library-Agency View of Template Library -
Next step5. It will redirect to Template Library Admin mode
All 5 steps in this procedure
  1. Easy Access: Quickly find and use your templates without searching through files.
  2. Consistency: Maintain a uniform look and feel across all communications.
  3. Efficiency: Update and tweak templates easily, saving time.
  4. Team Collaboration: Share templates with team members seamlessly.
  5. Performance Tracking: Monitor and improve your email effectiveness with built-in analytics.

5. It will redirect to Template Library Admin mode
- you can now add cover photo
- you can now add tags, edit name and select category
- Give brief description about the template
- Add predefined requirements to use like Integrate strip to use one step order form in Funnels
- Add Featured Tags to make your templates unique.
Figure 3 What this shows - Add Featured Tags to make your templates unique. What this shows Illustrates "How to add your email templates in Template Library?". This screenshot appears in "How to add your email templates in Template Library?". The text alongside this image reads: - Add Featured Tags to make your templates unique. Immediately after, the guide continues: 6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits. Image 3 of 7 What this covers- Add Featured Tags to make your templates unique.
Buttons and menus referenced Why It’s UsefulEasy AccessConsistencyEfficiencyTeam CollaborationPerformance TrackingSubAccount View of Template Library-Agency View of Template Library -
Next step6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits.
All 5 steps in this procedure
  1. Easy Access: Quickly find and use your templates without searching through files.
  2. Consistency: Maintain a uniform look and feel across all communications.
  3. Efficiency: Update and tweak templates easily, saving time.
  4. Team Collaboration: Share templates with team members seamlessly.
  5. Performance Tracking: Monitor and improve your email effectiveness with built-in analytics.

6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits.
Figure 4 What this shows 6. What this shows Illustrates "How to add your email templates in Template Library?". This screenshot appears in "How to add your email templates in Template Library?". The text alongside this image reads: 6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits. Immediately after, the guide continues: SubAccount View of Template Library-. Image 4 of 7 What this covers6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits.
Buttons and menus referenced Why It’s UsefulEasy AccessConsistencyEfficiencyTeam CollaborationPerformance TrackingSubAccount View of Template Library-Agency View of Template Library -
Next stepSubAccount View of Template Library-
All 5 steps in this procedure
  1. Easy Access: Quickly find and use your templates without searching through files.
  2. Consistency: Maintain a uniform look and feel across all communications.
  3. Efficiency: Update and tweak templates easily, saving time.
  4. Team Collaboration: Share templates with team members seamlessly.
  5. Performance Tracking: Monitor and improve your email effectiveness with built-in analytics.
Figure 5 What this shows 6. What this shows Illustrates "How to add your email templates in Template Library?". This screenshot appears in "How to add your email templates in Template Library?". The text alongside this image reads: 6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits. Immediately after, the guide continues: SubAccount View of Template Library-. Image 5 of 7 What this covers6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits.
Buttons and menus referenced Why It’s UsefulEasy AccessConsistencyEfficiencyTeam CollaborationPerformance TrackingSubAccount View of Template Library-Agency View of Template Library -
Next stepSubAccount View of Template Library-
All 5 steps in this procedure
  1. Easy Access: Quickly find and use your templates without searching through files.
  2. Consistency: Maintain a uniform look and feel across all communications.
  3. Efficiency: Update and tweak templates easily, saving time.
  4. Team Collaboration: Share templates with team members seamlessly.
  5. Performance Tracking: Monitor and improve your email effectiveness with built-in analytics.

SubAccount View of Template Library- 
Figure 6 What this shows SubAccount View of Template Library- What this shows Illustrates "How to add your email templates in Template Library?". This screenshot appears in "How to add your email templates in Template Library?". The text alongside this image reads: SubAccount View of Template Library-. For context, this section explains: Uploading your email templates to a template library helps you keep everything organized and easily accessible. This guide will show you how to upload your templates so you can quickly find and use them whenever you need. Immediately after, the guide continues: Agency View of Template Library -. Image 6 of 7 What this coversSubAccount View of Template Library-
Buttons and menus referenced Why It’s UsefulEasy AccessConsistencyEfficiencyTeam CollaborationPerformance TrackingSubAccount View of Template Library-Agency View of Template Library -
Next stepAgency View of Template Library -
All 5 steps in this procedure
  1. Easy Access: Quickly find and use your templates without searching through files.
  2. Consistency: Maintain a uniform look and feel across all communications.
  3. Efficiency: Update and tweak templates easily, saving time.
  4. Team Collaboration: Share templates with team members seamlessly.
  5. Performance Tracking: Monitor and improve your email effectiveness with built-in analytics.

Agency View of Template Library - 
Figure 7 What this shows Agency View of Template Library - What this shows Illustrates "How to add your email templates in Template Library?". This screenshot appears in "How to add your email templates in Template Library?". The text alongside this image reads: Agency View of Template Library -. For context, this section explains: Uploading your email templates to a template library helps you keep everything organized and easily accessible. This guide will show you how to upload your templates so you can quickly find and use them whenever you need. Immediately after, the guide continues: 1. Who can add templates/edit templates details in the Template Library? Image 7 of 7 What this coversAgency View of Template Library -
Buttons and menus referenced Why It’s UsefulEasy AccessConsistencyEfficiencyTeam CollaborationPerformance TrackingSubAccount View of Template Library-Agency View of Template Library -
Next step1. Who can add templates/edit templates details in the Template Library?
All 5 steps in this procedure
  1. Easy Access: Quickly find and use your templates without searching through files.
  2. Consistency: Maintain a uniform look and feel across all communications.
  3. Efficiency: Update and tweak templates easily, saving time.
  4. Team Collaboration: Share templates with team members seamlessly.
  5. Performance Tracking: Monitor and improve your email effectiveness with built-in analytics.
 
IMPORTANT
1. Who can add templates/edit templates details in the Template Library?
It allows Agency admin to add the templates from any sub-accounts and manage them.
2. Is adding of Template available on all plans?*
It is available on $497 Plan and above to add their own templates to Template Library
3. If there are any updates in template added to template library, how does it handle?
-  When the template is in draft stage, it will keep the updated record all the elements and keep it up-to date
- When the template is public, it will not update the templated with new elements. We will support the update in future releases.
4.Can we hide/edit Templates already present in Template Library?
We don't support hiding or editing already added templates in Template Library. You can always clone and edit the records of templates created by the admin of agency. The admin will not be able to hide/edit already present tags and category too.

Don't miss out on this game-changing resource! Get access to our Template Library today and revolutionise the way you create!

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