How to Share Templates Between Agencies in HighLevel

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saas4agency.com

The digital marketing landscape is constantly evolving, and HighLevel has introduced a significant upgrade that promises to revolutionize how agencies collaborate and share resources. Enhanced template sharing across agencies is now available, making it easier than ever to transfer templates efficiently between accounts. This blog will guide you through the process and highlight the benefits of this new feature.

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The Power of Enhanced Template Sharing

Effortless Collaboration

One of the primary benefits of enhanced template sharing is the ability to foster seamless collaboration between agencies. By sharing templates effortlessly, agencies can work together more effectively, nurturing a sense of community within the HighLevel platform. This collaborative spirit can lead to improved strategies and better outcomes for clients.

Time-Saving Efficiency

Another major advantage is the time saved by eliminating the need for manual template recreation. Agencies can now share templates quickly and easily, freeing up valuable time to focus on other critical tasks. This efficiency boost is particularly beneficial for agencies managing multiple clients and campaigns.

How to Get Started with Enhanced Template Sharing

Accessing the Template Library

To begin, navigate to the Template Library within your HighLevel account. Here, you will see your existing templates. We will demonstrate the process using an email template as an example.

Creating and Uploading a Template

  1. Select the Sub-Account: Go to the sub-account where your template is stored or where you want to create a new template.
  2. Navigate to the Template Section: In the Marketing tab, click on Email and then Template.
  3. Choose the Template: Find the template you want to share, such as a “Coaching Program Welcome Email.”
  4. Upload the Template: Click on the three dots next to the template, select Upload to Email, and provide a name and category (e.g., Business Coaching and Consulting).

Customizing the Template

Once the template is uploaded, you’ll enter the template draft:

  1. Add a Cover Image: Upload an image representing the template.
  2. Tag the Template: Add relevant tags such as “Coaching” to categorize your template effectively.
  3. Optional Settings: Include prerequisites, feature the template with a custom label, and select a color.

Provide a short description and detailed information about the template. At the top right, save your template in draft mode or publish it to make it available to all locations.

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Sharing the Template

After publishing, share the template with other agencies:

  1. Click the Share Button: At the top right, click Share.
  2. Copy the Share Link: Generate a share link and copy it.
  3. Distribute the Link: Provide the share link to the agency you want to collaborate with.

The recipient agency can then import the template into their account by pasting the link into their browser and confirming the import.

Benefits of Enhanced Template Sharing

Boosting Productivity

With enhanced template sharing, agencies can streamline their workflows and boost productivity. By leveraging shared templates, they can quickly implement proven strategies and tactics, reducing the time spent on creating new materials from scratch.

Improving Quality and Consistency

Sharing templates ensures that high-quality, consistent content is used across different campaigns and clients. This consistency helps maintain a strong brand image and delivers a unified message to the audience.

Enhancing Flexibility

Agencies can adapt shared templates to suit their unique needs and preferences, providing a flexible solution that can be tailored to various marketing scenarios. This flexibility ensures that agencies can meet the diverse demands of their clients effectively.

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Conclusion

HighLevel’s enhanced template sharing feature is a game-changer for agencies looking to improve collaboration, efficiency, and overall marketing effectiveness. By following the simple steps outlined above, agencies can easily create, upload, and share templates, transforming the way they work together and manage their campaigns.

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