# Template Library of Social Planner

> We're thrilled to introduce a powerful new update to our Social Planner! You can now kickstart your posts using the Template Library —a collection of…

- Source: https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-of-social-planner
- Section: Marketing / Template Library
- Reading time: 3 min
- Images: 14, each explained below
- Modified on Wed, 11 Feb at 6:47 AM

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**We're thrilled to introduce a powerful new update to our Social Planner!**  
You can now **kickstart your posts using the Template Library**—a collection of professionally designed, ready-to-use social media templates.

And that’s not all—**Agency Owners can now add their favorite posts directly to the Template Library**, making it easier than ever to reuse top-performing content!

## **Access Control:**  
1.Only the **_Agency admin_** can view the admin panel and can have access to upload templates to the Template Library  
  
2\. **_Only $497 plan_** provides access to admin panel and the access to upload templates

3\. Every user would have the access to start with predefined templates in the template library  
**Access granted to different roles -**

<table style="max-width: 100%; width: 468pt"><colgroup><col><col><col></colgroup><tbody><tr><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 700">Roles</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 700">To upload Templates</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 700">To start with Templates</span></p></td></tr><tr><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 700">Agency Admin</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 400">Yes (Only $497 Plan)</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 400">Yes</span></p></td></tr><tr><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 700">Agency User</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 400">No</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 400">Yes</span></p></td></tr><tr><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 700">Location Admin</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 400">No</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 400">Yes</span></p></td></tr><tr><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span style="font-weight: 700">Location User</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span style="font-weight: 400">No</span></p></td><td style="min-width: 5px"><p dir="ltr" style="text-align: center"><span dir="ltr" style="font-weight: 400">Yes</span></p></td></tr></tbody></table>

## **Why do we need it?**  
Here’s why this new upload capability is essential:

-   **Boost creativity**: By sharing templates, users can inspire each other with fresh ideas and unique designs.
-   **Expand options**: More user-generated templates mean a wider variety of styles and formats for everyone to choose from.
-   **Save time**: Accessing templates from others can help users plan and create content faster.
-   **Build community**: Encourage collaboration and engagement within the user base through shared resources.
-   **Stay updated**: Keep the library dynamic and relevant with continuously updated user contributions.

## Steps to Use Template Library in Social Planner

1.  **Click on "New Posts"**
    
    -   Navigate to the Social Planner dashboard.
        
    -   Click the **"New Posts"** button to start creating a new social media post.
        
        
![Step 2 of 2: Click the "New Posts" button to start creating a new social media post](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642178/original/khDaUzGMgIv-wV60XqJz12D_Izh_n9Rn8A.png)

**Step 2 of 2: Click the "New Posts" button to start creating a new social media post**

This screenshot accompanies step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you click the "New Posts" button to start creating a new social media post.
- What to click: Click the "New Posts" button to start creating a new social media post.
- Controls: "New Posts", Click on "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels

Full procedure:

1. Navigate to the Social Planner dashboard.
2. Click the "New Posts" button to start creating a new social media post.  <- this image

        
2.  **Choose "Social Planner Templates"**
    
    -   In the options presented, select **"Social Planner Templates"** to browse through the available post templates. 
        
        
![Step 1 of 1: In the options presented, select "Social Planner Templates" to browse…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642211/original/EydDX4s_IgriglBI1y7vmzIHdJpmF7OKiw.png)

**Step 1 of 1: In the options presented, select "Social Planner Templates" to browse…**

This screenshot accompanies step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you in the options presented, select "Social Planner Templates" to browse through the available post templates.
- What to choose: In the options presented, select "Social Planner Templates" to browse through the available post templates.
- Controls: "Social Planner Templates", Click on "New Posts", "New Posts", Choose "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels

        
3.  **Select a Template**
    
    -   Browse the template library and **choose a template** that suits your needs.
        
        
![Step 1 of 1: Browse the template library and choose a template that suits your needs](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642334/original/vfF-WOJMXuePfCqrWp_tCOaKJKZEuNVFjA.png)

**Step 1 of 1: Browse the template library and choose a template that suits your needs**

This screenshot accompanies step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you browse the template library and choose a template that suits your needs.
- What to choose: Browse the template library and choose a template that suits your needs.
- Controls: choose a template, Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels

        
4.  **Click "Continue"**
    
    -   After selecting a template, click the **"Continue"** button to move to the next step.
        
        
![Step 1 of 1: After selecting a template, click the "Continue" button to move to the…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642366/original/tEPw07PgZ93aMwFt0KIvvCHxjzx_0_BdPg.png)

**Step 1 of 1: After selecting a template, click the "Continue" button to move to the…**

This screenshot accompanies step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you after selecting a template, click the "Continue" button to move to the next step.
- What to click: After selecting a template, click the "Continue" button to move to the next step.
- Controls: "Continue", Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels

        
5.  **Click on "Select Socials"**
    
    -   Click on **"Review & Schedule"** to proceed with scheduling your post.
        
        
![Step 1 of 1: Click on "Review & Schedule" to proceed with scheduling your post](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642522/original/nEMv3wWUdWbtKJbPqrzXh7Zkax5QwRFY2Q.png)

**Step 1 of 1: Click on "Review & Schedule" to proceed with scheduling your post**

This screenshot accompanies step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you click on "Review & Schedule" to proceed with scheduling your post.
- What to click: Click on "Review & Schedule" to proceed with scheduling your post.
- Controls: "Review & Schedule", Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", Add Schedule Details & Click "Schedule", date, time, and channels

        
6.  **Add Schedule Details & Click "Schedule"**
    
    -   Set the **date, time, and channels** where you want the post to be published.
        
    -   Click on the **"Schedule"** button to save your scheduling preferences.
        
        
![Step 2 of 2: Click on the "Schedule" button to save your scheduling preferences](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642546/original/P2MyhtXGBq2aukcauB0jx8-fKADfVN1ewQ.png)

**Step 2 of 2: Click on the "Schedule" button to save your scheduling preferences**

This screenshot accompanies step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you click on the "Schedule" button to save your scheduling preferences.
- How to confirm: Click on the "Schedule" button to save your scheduling preferences.
- Controls: "Schedule", Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule"

Full procedure:

1. Set the date, time, and channels where you want the post to be published.
2. Click on the "Schedule" button to save your scheduling preferences.  <- this image

        
7.  **Click on "Review & Schedule"** 
    
    -   After a brief moment, the interface will refresh and show the **"Review & Schedule"** button. 
        
        
![Step 1 of 2: After a brief moment, the interface will refresh and show the "Review…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642608/original/w8so_3ZJ76nHp1SX2te9BrNOJdM4lm7lhQ.png)

**Step 1 of 2: After a brief moment, the interface will refresh and show the "Review…**

This screenshot accompanies step 1 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you after a brief moment, the interface will refresh and show the "Review & Schedule" button. The next step is to click it to review the entire post details one more time.
- What this covers: After a brief moment, the interface will refresh and show the "Review & Schedule" button.
- Controls: "Review & Schedule", Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", Add Schedule Details & Click "Schedule", date, time, and channels
- Next: Click it to review the entire post details one more time.

Full procedure:

1. After a brief moment, the interface will refresh and show the "Review & Schedule" button.  <- this image
2. Click it to review the entire post details one more time.

        
    -   Click it to **review the entire post details** one more time.
        
        
![Step 2 of 2: Click it to review the entire post details one more time](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642636/original/aQLbLQT0WV9H-9-ZFvrp43bkSmxY1uiIFQ.png)

**Step 2 of 2: Click it to review the entire post details one more time**

This screenshot accompanies step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you click it to review the entire post details one more time.
- What to click: Click it to review the entire post details one more time.
- Controls: review the entire post details, Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule"

Full procedure:

1. After a brief moment, the interface will refresh and show the "Review & Schedule" button.
2. Click it to review the entire post details one more time.  <- this image

        
8.  **Make Any Final Edits**
    
    -   You can **edit text, media, or settings** as needed in this final review.
        
9.  **Click on "Import" to Proceed**
    
    -   Once satisfied with all details, click **"Import"** to finalize and add the post to your planner.
        

![Steps to Use Template Library in Social Planner (image 9 of 14)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044642971/original/Bb3EMqC7cEUt9pKhUa9PQmLBe6HLcg9JKA.png)

**Steps to Use Template Library in Social Planner (image 9 of 14)**

This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: Click on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details & Click "Schedule" Click on "Review & Schedule" Make Any Final Edits Click on "Import" to Proceed. Immediately after, the guide continues: Filter Social Planner templates by Type Social Planner templates include a Type to help you find the right format faster. Available Types Post (1080×1080) Story/Reel (1080×1920) View a template’s Type in the template details: 1. Open a….
- What to choose: Click on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details & Click "Schedule" Click on "Review & Schedule" Make Any Final Edits Click on "Import" to Proceed
- Controls: Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels
- Next: Filter Social Planner templates by Type Social Planner templates include a Type to help you find the right format faster. Available Types Post (1080×1080) Story/Reel (1080×1920) View a template’s Type in the template details: 1. Open a Social Planner template. 2. In the Template Info Drawer, check the Type label.

Full procedure:

1. Click on "New Posts"
2. Choose "Social Planner Templates"
3. Select a Template
4. Click "Continue"
5. Click on "Select Socials"
6. Add Schedule Details & Click "Schedule"
7. Click on "Review & Schedule"
8. Make Any Final Edits
9. Click on "Import" to Proceed

**Filter Social Planner templates by Type**

Social Planner templates include a **Type** to help you find the right format faster.

**Available Types**

Post (1080×1080)
Story/Reel (1080×1920)

View a template’s Type in the template details:

1. Open a Social Planner template.
2. In the Template Info Drawer, check the Type label.

**Steps to upload templates -**

1\.  Go to Social Planner

2\. Go to CSV tab or Template Library tab under content

3\. In three dot, there will option to upload to Template Library

![Steps to Use Template Library in Social Planner (image 10 of 14)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044643319/original/0Rk_htzTqlLx6mRIqJoG5VMOiNHSXOyKEw.png)

**Steps to Use Template Library in Social Planner (image 10 of 14)**

This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: 2. Go to CSV tab or Template Library tab under content. Immediately after, the guide continues: 4. Add the name of Template and select one category.
- What this covers: 2. Go to CSV tab or Template Library tab under content
- Controls: Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels
- Next: 4. Add the name of Template and select one category

Full procedure:

1. Click on "New Posts"
2. Choose "Social Planner Templates"
3. Select a Template
4. Click "Continue"
5. Click on "Select Socials"
6. Add Schedule Details & Click "Schedule"
7. Click on "Review & Schedule"
8. Make Any Final Edits
9. Click on "Import" to Proceed

4\. Add the name of Template and select one category

![Steps to Use Template Library in Social Planner (image 11 of 14)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032410120/original/QQRQW4g0b9cD0GwipPNGougrM0o-_nKgxw.png)

**Steps to Use Template Library in Social Planner (image 11 of 14)**

This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". 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.
- What to choose: 4. Add the name of Template and select one category
- Controls: Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels
- Next: 5. It will redirect to Template Library Admin mode

Full procedure:

1. Click on "New Posts"
2. Choose "Social Planner Templates"
3. Select a Template
4. Click "Continue"
5. Click on "Select Socials"
6. Add Schedule Details & Click "Schedule"
7. Click on "Review & Schedule"
8. Make Any Final Edits
9. Click on "Import" to Proceed

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.

![Steps to Use Template Library in Social Planner (image 12 of 14)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032410123/original/-RJK2UCTFBVxFIPRW3o3BDxsGMpcj7cmyA.jpeg)

**Steps to Use Template Library in Social Planner (image 12 of 14)**

This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". 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.
- What this covers: - Add Featured Tags to make your templates unique.
- Controls: Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels
- Next: 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.

Full procedure:

1. Click on "New Posts"
2. Choose "Social Planner Templates"
3. Select a Template
4. Click "Continue"
5. Click on "Select Socials"
6. Add Schedule Details & Click "Schedule"
7. Click on "Review & Schedule"
8. Make Any Final Edits
9. Click on "Import" to Proceed

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.

SubAccount View of Template Library - 

![Steps to Use Template Library in Social Planner (image 13 of 14)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032410122/original/MNEyL-Bibs6v3cg3xe2II5Z7BPR86y4llA.jpeg)

**Steps to Use Template Library in Social Planner (image 13 of 14)**

This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: SubAccount View of Template Library -. For context, this section explains: Click on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details & Click "Schedule" Click on "Review & Schedule" Make Any Final Edits Click on "Import" to Proceed. Immediately after, the guide continues: Agency View of Template Library -.
- What this covers: SubAccount View of Template Library -
- Controls: Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels
- Next: Agency View of Template Library -

Full procedure:

1. Click on "New Posts"
2. Choose "Social Planner Templates"
3. Select a Template
4. Click "Continue"
5. Click on "Select Socials"
6. Add Schedule Details & Click "Schedule"
7. Click on "Review & Schedule"
8. Make Any Final Edits
9. Click on "Import" to Proceed

Agency View of Template Library -

![Steps to Use Template Library in Social Planner (image 14 of 14)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155032410121/original/8VXxUWTlFTOZnYFQozEf6vmwDhT74KRV7A.jpeg)

**Steps to Use Template Library in Social Planner (image 14 of 14)**

This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: Agency View of Template Library -. For context, this section explains: Click on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details & Click "Schedule" Click on "Review & Schedule" Make Any Final Edits Click on "Import" to Proceed. Immediately after, the guide continues: 1. Who can add templates/edit templates details in the Template Library?
- What this covers: Agency View of Template Library -
- Controls: Click on "New Posts", "New Posts", Choose "Social Planner Templates", "Social Planner Templates", Select a Template, choose a template, Click "Continue", "Continue", Click on "Select Socials", "Review & Schedule", Add Schedule Details & Click "Schedule", date, time, and channels
- Next: 1. Who can add templates/edit templates details in the Template Library?

Full procedure:

1. Click on "New Posts"
2. Choose "Social Planner Templates"
3. Select a Template
4. Click "Continue"
5. Click on "Select Socials"
6. Add Schedule Details & Click "Schedule"
7. Click on "Review & Schedule"
8. Make Any Final Edits
9. Click on "Import" to Proceed

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.  

**4.Can we hide/edit Templates already present in Template Library?**

Yes you can now hide the templates added by the GHL Customer Care team. The Agency Admin can click on hide to remove the location view of the templates.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com