How to Add Custom Templates to the Highlevel Template Library

• Accessing the Template Library in Highlevel
• Enabling Template Library
• Adding Custom Templates
• Using Custom Templates in Sub-Accounts
• Enhancing Your Highlevel Experience
• Conclusion

Are you looking to enhance your Highlevel account by adding custom templates? Highlevel’s new template library feature allows you to seamlessly create and share templates across sub-accounts without needing third-party integrations. Whether you’re building funnels, websites, emails, or surveys, Highlevel makes it easy. Here’s a step-by-step guide to get you started.

Accessing the Template Library in Highlevel

To begin, log into your main agency account on Highlevel. You can identify this by the “Agency Dashboard” label. Follow these steps to navigate to the template library:

1. Go to the Agency Account: From your dashboard, click on the “Template Library” link.
2. Explore Pre-built Templates: Highlevel offers a variety of pre-built templates for funnels, websites, emails, social media planners, forms, and surveys.

Enabling Template Library

Before adding your custom templates, you need to enable the template library:

1. Navigate to Settings: On the left sidebar, click on “Settings” and then select “Company.”
2. Toggle on Template Library: Find the template library option and toggle it on. This action will activate the template library for your account.

Adding Custom Templates

Now, you can start adding your custom templates. Here’s how you can do it for different template types:

Adding Funnel Templates

1. Select a Funnel: Choose the funnel you wish to add from your existing funnels.
2. Upload Funnel: Click on the three dots next to the funnel and select “Upload Funnel Template.”
3. Name and Categorize: Give your funnel a name and select a relevant category, such as Automotive, Beauty, Business, Coaching, etc.
4. Preview and Customize: Add a cover image, tags, and any prerequisites, such as connecting a Stripe account or configuring a calendar.
5. Save as Draft or Publish: Save your funnel template as a draft or publish it to make it available in the template library.

Adding Website Templates

1. Choose a Website: Select the website you want to upload.
2. Upload Website Template: Click the three dots next to the website and select “Upload Website Template.”
3. Provide Details: Fill in the necessary information, including name, category, and description.
4. Finalize Template: Save as a draft or publish the website template.

Adding Email Templates

1. Go to Emails: Navigate to the email section within your Highlevel account.
2. Upload Email Template: Choose the email you wish to add and select “Upload Email Template.”
3. Customize and Save: Add necessary details and save your template.

Adding Form and Survey Templates

1. Forms and Surveys: Navigate to the forms or surveys section.
2. Select and Upload: Choose the form or survey you want to add, click the three dots, and select “Upload Form Template” or “Upload Survey Template.”
3. Details and Save: Fill in the necessary details and save the template.

Using Custom Templates in Sub-Accounts

Once your templates are uploaded, they become accessible to your sub-accounts. Here’s how you can use them:

1. Log into Sub-Account: Access the desired sub-account.
2. Select Template Type: Navigate to the section you want to use, such as funnels, websites, or emails.
3. Choose Custom Template: Click “Choose Template” and select from the custom templates you’ve uploaded.

Enhancing Your Highlevel Experience

Adding custom templates to Highlevel not only streamlines your workflow but also ensures consistency and professionalism across all your marketing efforts. With this feature, you can easily share your best practices and designs with your team or clients, enhancing collaboration and efficiency.

Conclusion

Highlevel’s template library is a game-changer for agencies and businesses looking to optimize their processes. By following this guide, you can effortlessly add custom templates, making your Highlevel account more versatile and powerful. Dive into Highlevel’s capabilities and start customizing your templates today for a seamless and effective marketing strategy.