To start using the Template Library in your CRM: 1. Access the Main Agency Dashboard: Log into your CRM and confirm you are in the main agency view. Look for the "Agency Dashboard" label at the top of your screen. 2. Open the Template Library: Select the "New Template Library" option to view a range of pre-built templates for various purposes, such as funnels, websites, and emails. Activating the Template Library Feature Before you can add templates, you need to activate the Template Library feature: 1. Open Settings: Click on "Settings" from the sidebar and choose "Company." 2. Enable the Template Library: Locate the "Template Library" option and turn it on. Adding Templates to Your Library You can add various types of templates to your library: 1. For Funnels: Go to the desired funnel, click the three-dot menu, and select "Upload to Funnel Templates." Provide a name, choose a category, and upload the funnel, which will include all its pages. 2. For Websites: Find the website you want to upload, click the three dots, and select "Upload Website Template." 3. For Forms and Surveys: Navigate to the specific form or survey, click the three dots, and choose "Upload Form Template" or "Upload Survey Template" as applicable. Previewing and Publishing Templates Once you have completed your template: 1. Save as Draft: If you're not ready to publish, save the template as a draft for later review or editing. 2. Publish the Template: Once satisfied, publish the template to add it to the library, making it accessible to sub-accounts. Managing and Sorting Templates To efficiently find and manage templates: 1. Use Filters: Filters help you sort through default system templates and your custom templates. Access these via the filter options. 2. Hide or Show Templates: To hide specific templates, hover over them and click the Hide button. Hidden templates will be moved to a separate tab. You can re-enable them later by clicking Show. You can also hide entire categories by adjusting settings in the top right corner. 3. Sorting Options: Sort templates by popularity or recent additions using the drop-down menu. Settings Customize the Template Library to better fit your brand: 1. Change Layout: Select the product you want to manage and choose how you want the items to be displayed. 2. Hide Categories: To hide specific categories, toggle the button. This will remove all templates in that category for the selected product. Hidden categories will still be visible in the template library but will not be available to any sub-accounts. Accessing Templates from Sub-Accounts Sub-accounts can access these templates by navigating to the relevant section (funnels, websites, etc.) and selecting "Choose New" followed by "From Templates." Here, they will find your custom templates available for use. Troubleshooting and FAQs I can't find the template library option. What should I do? Ensure you're in the agency dashboard and have the necessary admin permissions. If the problem persists, contact support. Can sub-accounts add templates to the library? No, only agency admins have the ability to add templates to ensure consistency and control over the shared resources.