How to Manage and Create Templates from the Admin Screen
Introducing better template management feature in our Template Library for Agency admins. Problem Statement: Previously, admins navigated through…
1 min read147 words5 explained imagesUpdated Thu, 1 Aug, 2024 at 2:04 PM
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Introducing better template management feature in our Template Library for Agency admins.
Problem Statement: Previously, admins navigated through multiple subaccounts to import required templates, which was time-consuming.
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What we did:
- Direct Create:Templates can now be imported/ created directly from the Admin screen.
- Streamlined Process:Choose sub-accounts, preview templates, and rename them seamlessly.
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Benefits:
- Efficiency:Saves time by consolidating template management into one screen.
- Simplified Workflow:Eliminates complexity across screens and sub-accounts.
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How It Works:
- - Navigate to Template Library - Admin.
- - Click "Create" at the top right.
All 2 steps in this procedure
- Direct Create: Templates can now be imported/ created directly from the Admin screen.
- Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.
- - Choose the sub-account, product, and template name.
All 2 steps in this procedure
- Direct Create: Templates can now be imported/ created directly from the Admin screen.
- Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.
- - Click "Continue" to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen
All 2 steps in this procedure
- Direct Create: Templates can now be imported/ created directly from the Admin screen.
- Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.
- - Rename the template if needed.
All 2 steps in this procedure
- Direct Create: Templates can now be imported/ created directly from the Admin screen.
- Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.
- - Click "Create" to finalize.
- - Update details like description and categories.
All 2 steps in this procedure
- Direct Create: Templates can now be imported/ created directly from the Admin screen.
- Streamlined Process: Choose sub-accounts, preview templates, and rename them seamlessly.
- - Choose to Publish or Save as draft.
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