Template Library

This article walks through how the Template Library can be used in different ways in the system.

SOCIAL PLANNER: 

• Navigate to the Marketing tab and Click on Social Planner

• Click New Post > Social Planner Templates

• You can filter by category and/or tags and select a template pack you want to use

• Once reviewed, click continue to add your selected template into the Social Planner.

• Go to CSV > Templates will be added and you will have to select which social platform, as well as the day and time of posting. 

• You can review and schedule the posts to add in Social Calendar.

FUNNELS: 

• Go to Sites >  Funnels > New Funnel > Funnel Templates

• Filter by category and/or tags and select a template

• View the details about the templates like preview, descriptions and prerequisites of the template

• Once reviewed, click continue to add templates in Funnels

WEBSITE: 

• Go to Sites > Websites > New Websites > Website Templates

• Filter by category and/or tags and select a template

• View the details about the templates like preview, descriptions and prerequisites of the template

• Once reviewed, click continue to add templates in Websites

EMAILS: 

• Go to Marketing> Emails > Templates > New Emails > Email Templates (Library Templates)

• Filter by category and/or tags and select a template

• View the details about the templates like preview, descriptions and prerequisites of the template

• Once reviewed, click continue to add templates in Email Templates