Template Library

Modified on Tue, 06 Dec 2022 at 11:28 AM

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

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