The Template Library in the CRM provides ready-made templates for websites, funnels, social media posts, and email campaigns. These templates include professional images and content, helping users save time and effort in designing their own materials.
Feature
The CRM's Template Library offers pre-designed templates for marketing materials like websites, funnels, social media posts, and email campaigns. Users can easily filter and choose templates that suit their business needs and it is free.
Who are the Template Library features helpful for?
The Template Library feature is great for people who need marketing materials like websites, funnels, social media posts, and email campaigns but don't have design skills or enough time to make them from scratch.
The Template Library feature is perfect for:
Small business owners who want professional marketing materials without hiring a designer or spending too much time on design.
Marketing agencies who want to save time by using ready-made templates for client projects.
Freelancers who offer marketing services but lack design skills or resources for custom designs.
Marketing teams in large companies who want a streamlined design process and consistent-looking materials.
Benefits of the Template Library feature:
The Template Library feature has several benefits:
Saves Time and Effort: Users can save time by using pre-designed templates instead of starting from scratch or spending hours designing.
High-Quality Designs: The templates come with professional stock images and content, giving marketing materials a polished and consistent look.
User-Friendly: The Template Library is easy to use, allowing users to filter templates based on their needs and preview them before choosing.
Customizable: Templates can be personalized by changing images, colors, and content to match the brand's unique style.
Cost-Effective: It offers a cost-effective option compared to creating custom designs or hiring a designer.
Accessible: The Template Library is available to all users without extra fees, making it accessible to those with a limited design budget.
How to access the Template Library in Funnels and Websites?
Go to Settings > Funnels/Websites, and click on “New Funnel”.
Click “From Templates” to create pre-made funnels/websites.
Templates can be filtered by tags, categories, and search options. Hover over the template choose “Preview” to view the template and “Select” to choose the template.
Once the user chooses a template, a checkbox will appear with a disclaimer. Check the box and click “Get This Template”.
Access The Template Library in The Social Planner
Go to Marketing > Social Planner > New Post > Choose Social Planner Templates
NOTE: EACH TEMPLATE WILL HAVE 25 POSTS ACCORDING TO THE SIZES FOR SOCIALS.
Click “Select” and the preview of the template will show. Click “Continue” to use the template.
Click the CSV tab at the bottom of the screen. Once the template is added, you can select the socials and time to schedule the post.
Once done, the user has the option to “Review and Schedule” the post.
How to access the Template Library in the Email Builder?
Go to Marketing > Emails > Templates > Click on “New” to create an Email Template. The user will see multiple options when creating a new project, including choosing from the template library, importing from other products, starting from scratch, or selecting from other campaigns. Click “Email Marketing Templates”.
When browsing templates, users can view categories, tags, and search options in a modal window. They can filter templates according to their business needs. Upon selecting a template, a preview will be displayed along with information on how to use it, its prerequisites, and the category it belongs to.
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