The Template Library feature in the CRM is a collection of designer-made templates that users can use to create websites, funnels, social media posts, and email campaigns. The templates come with free high-quality stock images and content.
4 min read918 words8 explained imagesUpdated Tue, 12 May at 2:59 AM
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The Template Library in GHL Customer Care is a collection of professionally designed templates for websites, funnels, social media posts, email campaigns, and even more areas! These templates come with high-quality stock images and content, allowing users to create polished marketing materials efficiently.
Small Business Owners: Create professional marketing materials without hiring a designer.
Marketing Agencies: Save time by utilizing pre-designed templates for client projects.
Freelancers: Offer marketing services without extensive design skills.
Corporate Marketing Teams: Streamline design processes and maintain brand consistency.
Advantages of Using the Template Library
Time and Effort Savings: Access pre-designed templates to expedite the creation of marketing materials.
High-Quality Designs: Utilize templates featuring premium stock images and content for a consistent brand image.
User-Friendly Interface: Easily filter and preview templates to find those that meet your business needs.
Customization: Modify templates to align with your brand by adjusting images, colors, and content.
Cost-Effective: Avoid the expenses associated with custom designs or hiring designers.
Accessibility: Available to all users without additional fees or subscriptions.
What’s New in the Template Library?
Documents and Contracts:
Create, upload, and manage templates for legal documents and contracts.
Streamline your paperwork process by customizing pre-built templates or creating your own.
Ads Manager:
Access over 80 pre-built templates tailored for various ad objectives.
Enjoy real-time previews and built-in configurations for faster ad creation.
Reporting and Dashboard:
Upload and manage custom templates for reports and dashboards.
Secure sensitive data by masking it during the upload process.
Add a preview image for quick identification in your library.
Enabling & Disabling the Template Library
Navigate to Agency Settings > Company.
Scroll to the right to find the Template Library option.
Toggle on Make Templates visible to clients.
Enabling & Disabling the Template Library (image 1 of 8)What this shows Navigate to Agency Settings > Company.What this showsIllustrates the "Enabling & Disabling the Template Library" section of "Template Library Overview & Setup".This screenshot appears in the "Enabling & Disabling the Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to Agency Settings > Company. Scroll to the right to find the Template Library option. Toggle on Make Templates visible to clients. The navigation path used here is Agency Settings > Company. Immediately after, the guide continues: Go to your sub-account. Navigate to Sites > Funnels (or Websites). Click on New Funnel (or New Website). Choose Go to Template Library. Browse and select a template that fits your business needs.Path: Agency Settings > CompanyImage 1 of 8Where to goNavigate to Agency Settings > Company. Scroll to the right to find the Template Library option. Toggle on Make Templates visible to clients.Next stepGo to your sub-account. Navigate to Sites > Funnels (or Websites). Click on New Funnel (or New Website). Choose Go to Template Library. Browse and select a template that fits your business needs.All 3 steps in this procedure
Navigate to Agency Settings > Company.
Scroll to the right to find the Template Library option.
Toggle on Make Templates visible to clients.
Funnels and Websites Template Library
Go to your sub-account.
Navigate to Sites > Funnels (or Websites).
Click on New Funnel (or New Website).
Choose Go to Template Library.
Browse and select a template that fits your business needs.
Funnels and Websites Template Library (image 2 of 8)What this shows Go to your sub-account.What this showsIllustrates the "Funnels and Websites Template Library" section of "Template Library Overview & Setup".This animation appears in the "Funnels and Websites Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Go to your sub-account. Navigate to Sites > Funnels (or Websites). Click on New Funnel (or New Website). Choose Go to Template Library. Browse and select a template that fits your business needs. The navigation path used here is Sites > Funnels. Immediately after, the guide continues: In your sub-account, go to Marketing > Social Planner. Click the + New Post button. Select Choose Social Planner Templates. Review and select a template. Customize and schedule your posts accordingly.Path: Sites > FunnelsImage 2 of 8Where to goGo to your sub-account. Navigate to Sites > Funnels (or Websites). Click on New Funnel (or New Website). Choose Go to Template Library. Browse and select a template that fits your business needs.Next stepIn your sub-account, go to Marketing > Social Planner. Click the + New Post button. Select Choose Social Planner Templates. Review and select a template. Customize and schedule your posts accordingly.All 5 steps in this procedure
Go to your sub-account.
Navigate to Sites > Funnels (or Websites).
Click on New Funnel (or New Website).
Choose Go to Template Library.
Browse and select a template that fits your business needs.
Social Planner Template Library
In your sub-account, go to Marketing > Social Planner.
Click the + New Post button.
Select Choose Social Planner Templates.
Review and select a template.
Customize and schedule your posts accordingly.
Tip:
Use the Type filter to quickly find the right Social Planner format (for example, Post or Story/Reel).
Social Planner Template Library (image 3 of 8)What this shows Tip: Use the Type filter to quickly find the right Social Planner format (for example, Post or Story/Reel).What this showsIllustrates the "Social Planner Template Library" section of "Template Library Overview & Setup".This screenshot appears in the "Social Planner Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Tip: Use the Type filter to quickly find the right Social Planner format (for example, Post or Story/Reel). The navigation path used here is Marketing > Social Planner. Immediately after, the guide continues: Use the search bar to find templates faster across the Template Library.Path: Marketing > Social PlannerImage 3 of 8What to fill inTip: Use the Type filter to quickly find the right Social Planner format (for example, Post or Story/Reel).Next stepUse the search bar to find templates faster across the Template Library.All 5 steps in this procedure
In your sub-account, go to Marketing > Social Planner.
Click the + New Post button.
Select Choose Social Planner Templates.
Review and select a template.
Customize and schedule your posts accordingly.
Search and Discover Templates
Use the search bar to find templates faster across the Template Library.
View recent searches, suggestions, and trending topics when you click into the search bar.
Search using multiple keywords to narrow results more effectively.
Find templates by color using the search bar or the Colors filter.
See matching keywords highlighted in template results.
Use Clear Filters to reset your current search and filters.
The Template Library also helps you discover templates through sections like Top trending this week and Recently added.
Browse, preview, and compare templates
The Template Library includes an upgraded browsing experience to help you evaluate templates faster:
- Bigger thumbnails show more detail at a glance.
- Enhanced previews let you switch between mobile and tablet views with fewer clicks.
- More insights (such as download counts) help you compare templates quickly.
- Use the grid/list toggle to switch between visual browsing and a compact list view.
Email Builder Template Library
Within your sub-account, navigate to Marketing > Emails > Templates.
Click the + New button to create an email template.
Select Template Library.
Browse and choose a suitable template.
Customize the template to match your branding.
Email Builder Template Library (image 4 of 8)What this shows Within your sub-account, navigate to Marketing > Emails > Templates.What this showsIllustrates the "Email Builder Template Library" section of "Template Library Overview & Setup".This screenshot appears in the "Email Builder Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Within your sub-account, navigate to Marketing > Emails > Templates. Click the + New button to create an email template. Select Template Library. Browse and choose a suitable template. Customize the template to match your branding. The navigation path used here is Marketing > Emails > Templates. Immediately after, the guide continues: Navigate to the Documents tab. Select Create New and access the Template Library. Upload or customize a contract template.Path: Marketing > Emails > TemplatesImage 4 of 8What to chooseWithin your sub-account, navigate to Marketing > Emails > Templates. Click the + New button to create an email template. Select Template Library. Browse and choose a suitable template. Customize the template to match your branding.Next stepNavigate to the Documents tab. Select Create New and access the Template Library. Upload or customize a contract template.All 5 steps in this procedure
Within your sub-account, navigate to Marketing > Emails > Templates.
Click the + New button to create an email template.
Select Template Library.
Browse and choose a suitable template.
Customize the template to match your branding.
Documents and Contracts Template Library
Navigate to the Documents tab.
Select Create New and access the Template Library.
Upload or customize a contract template.
Documents and Contracts Template Library (image 5 of 8)What this shows Navigate to the Documents tab.What this showsIllustrates the "Documents and Contracts Template Library" section of "Template Library Overview & Setup".This animation appears in the "Documents and Contracts Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to the Documents tab. Select Create New and access the Template Library. Upload or customize a contract template. Immediately after, the guide continues: Navigate to Marketing > Ads Manager. Click on Create Ad and select a template from the library. Preview and customize the ad for your specific objectives.Image 5 of 8Where to goNavigate to the Documents tab. Select Create New and access the Template Library. Upload or customize a contract template.Next stepNavigate to Marketing > Ads Manager. Click on Create Ad and select a template from the library. Preview and customize the ad for your specific objectives.All 3 steps in this procedure
Navigate to the Documents tab.
Select Create New and access the Template Library.
Upload or customize a contract template.
Ads Manager Template Library
Navigate to Marketing > Ads Manager.
Click on Create Ad and select a template from the library.
Preview and customize the ad for your specific objectives.
Ads Manager Template Library (image 6 of 8)What this shows Navigate to Marketing > Ads Manager.What this showsIllustrates the "Ads Manager Template Library" section of "Template Library Overview & Setup".This animation appears in the "Ads Manager Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to Marketing > Ads Manager. Click on Create Ad and select a template from the library. Preview and customize the ad for your specific objectives. The navigation path used here is Marketing > Ads Manager. Immediately after, the guide continues: Navigate to Sites > Forms > Builder > Add Form > From Template.Path: Marketing > Ads ManagerImage 6 of 8Where to goNavigate to Marketing > Ads Manager. Click on Create Ad and select a template from the library. Preview and customize the ad for your specific objectives.Next stepNavigate to Sites > Forms > Builder > Add Form > From TemplateAll 3 steps in this procedure
Navigate to Marketing > Ads Manager.
Click on Create Ad and select a template from the library.
Preview and customize the ad for your specific objectives.
Form Template Library
Navigate to Sites > Forms > Builder > Add Form > From Template
Form Template Library (image 7 of 8)What this shows Navigate to Sites > Forms > Builder > Add Form > From TemplateWhat this showsIllustrates the "Form Template Library" section of "Template Library Overview & Setup".This screenshot appears in the "Form Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to Sites > Forms > Builder > Add Form > From Template. The navigation path used here is Sites > Forms > Builder > Add Form > From Template. Immediately after, the guide continues: Navigate to Sites > Surveys > Builder > Add Survey > From Template.Path: Sites > Forms > Builder > Add Form > From TemplateImage 7 of 8Where to goNavigate to Sites > Forms > Builder > Add Form > From TemplateNext stepNavigate to Sites > Surveys > Builder > Add Survey > From Template
Survey Template Library
Navigate to Sites > Surveys > Builder > Add Survey > From Template
Survey Template Library (image 8 of 8)What this shows Navigate to Sites > Surveys > Builder > Add Survey > From TemplateWhat this showsIllustrates the "Survey Template Library" section of "Template Library Overview & Setup".This screenshot appears in the "Survey Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to Sites > Surveys > Builder > Add Survey > From Template. The navigation path used here is Sites > Surveys > Builder > Add Survey > From Template. Immediately after, the guide continues: When it is launched, you will be able to navigate to Reporting > Custom Reports > New Report > From Template Library.Path: Sites > Surveys > Builder > Add Survey > From TemplateImage 8 of 8Where to goNavigate to Sites > Surveys > Builder > Add Survey > From TemplateNext stepWhen it is launched, you will be able to navigate to Reporting > Custom Reports > New Report > From Template Library
Reporting Template Library (coming soon)
When it is launched, you will be able to navigate to Reporting > Custom Reports > New Report > From Template Library
Frequently Asked Questions
Q: Can agencies add their own templates to the Template Library?
Yes, agencies can add their own templates to the Template Library. This feature is available on the $497 plan and above. (Learn how to add your own templates).
Q: Is there a cost associated with using the Template Library?
No, the Template Library is available to all users without additional fees.
Q: Will the Template Library include templates for other areas of GHL Customer Care in the future?
GHL Customer Care is considering expanding the Template Library to include other areas of the app based on user feedback and demand.
Q: Can an Agency hide individual templates from Subaccounts so they are only visible to the Agency?
Yes, but not directly. Agencies can create Categories and toggle them to Hidden. As long as a Template is in a Category that is Hidden (and not in any visible Categories) that Template will not appear for Subaccounts. See the article Hide Individual Templates From Subaccounts for details.
