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 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 to 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