Template Library

Template Library

This article walks through how the Template Library can be used in different ways in the system.Template Library that improve user experience and functionality.It includes migration to the Federation Version of the Media Library and the ability to download templates directly into folders.

Key Enhancements

Migration to Federation Version of Media Library

Advantages: The Media Library module now uses the latest Federation (MF) version.

Enhancement: The User Interface (UI) has been refined for smoother navigation and improved usability.

Download Templates to a Folder

  • Problem: Users couldn't download templates directly into a folder.
  • Solution: Users can now download email and funnel templates directly into designated folders, enhancing organization and accessibility.

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

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