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 in to 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

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