# Add Custom Templates to Template Library > The Template Library is a collection of libraries with templates for specific products (email, funnels, etc). Agency Admins can add custom templates to… - Source: https://docs.ghlcustomercare.com/docs/marketing/template-library-2/add-custom-templates-to-template-library - Section: Marketing / Template Library - Reading time: 3 min - Images: 12, each explained below - Modified on Thu, 26 Jun, 2025 at 4:23 PM --- The Template Library is a collection of libraries with templates for specific products (email, funnels, etc). Agency Admins can add custom templates to the library(s). --- More Tutorials From the Community [https://www.youtube.com/watch?v=2maiOckHb4E](https://www.youtube.com/watch?v=2maiOckHb4E) [https://www.youtube.com/watch?v=gF2E0cIx\_ok](https://www.youtube.com/watch?v=gF2E0cIx_ok) [https://www.youtube.com/watch?v=ChDcDiQ5JG0](https://www.youtube.com/watch?v=ChDcDiQ5JG0) --- **TABLE OF CONTENTS** - [Custom Templates Setup](#custom-templates-setup) - [Add a Custom Template](#add-a-custom-template) - [Frequently Asked Questions](#frequently-asked-questions) --- ## **Custom Templates Setup** **Template Library Permissions **\- To add templates to the Template Library the agency must be on the $497/mo Pro plan. \- Template Library must be toggled on in Agency Account > Settings > Company > Template Library for Clients \- Users must have Agency Admin permissions to upload templates. ![Custom Templates Setup (image 1 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048948023/original/g1cI_gxwO-UTGs48jCMs9Aua0Z98vCz3mg.png) **Custom Templates Setup (image 1 of 12)** This screenshot appears in the "Custom Templates Setup" section of "Add Custom Templates to Template Library". The text alongside this image reads: Template Library Permissions - To add templates to the Template Library the agency must be on the $497/mo Pro plan. - Template Library must be toggled on in Agency Account > Settings > Company > Template Library for Clients - Users must have Agency Admin permissions to upload templates. The navigation path used here is Agency Account > Settings > Company > Template Library. Immediately after, the guide continues: Step 1: Navigate to the correct Product. - Path: Agency Account > Settings > Company > Template Library - What this covers: Template Library Permissions - To add templates to the Template Library the agency must be on the $497/mo Pro plan. - Template Library must be toggled on in Agency Account > Settings > Company > Template Library for Clients - Users must have Agency Admin permissions to upload templates. - Controls: Template Library Permissions - Next: Step 1: Navigate to the correct Product --- ## **Add a Custom Template** **Step 1: Navigate to the correct Product** The Template Library is one function but to reduce confusion the Template Library only shows items from one Product at a time.  **Marketing Products** If you want to add a **Social Planner** post as a template, navigate to Marketing > Social Planner > Content tab > CSV tab. Click on the 3-dot action menu next to the item you want to turn into a template and click Upload to social templates. ![Add a Custom Template (image 2 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048950967/original/HKLv5Inx8Qso3Xpv-_b-YPlI9baqkEJeZQ.jpeg) **Add a Custom Template (image 2 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: If you want to add a Social Planner post as a template, navigate to Marketing > Social Planner > Content tab > CSV tab. Click on the 3-dot action menu next to the item you want to turn into a template and click Upload to social templates. The navigation path used here is Marketing > Social Planner > Content. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: For Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates. - Path: Marketing > Social Planner > Content - What to click: If you want to add a Social Planner post as a template, navigate to Marketing > Social Planner > Content tab > CSV tab. Click on the 3-dot action menu next to the item you want to turn into a template and click Upload to social templates. - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: For Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates. Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. For **Email Templates**, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates. ![Add a Custom Template (image 3 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048951072/original/8_mZ_Od0jdif_TRjkBSKZ8jY_x6Sem_IaA.png) **Add a Custom Template (image 3 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: For Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates. The navigation path used here is Marketing > Emails > Templates. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library. - Path: Marketing > Emails > Templates - What to click: For Email Templates, which are also called Templates (so they're Template Templates), navigate to Marketing > Emails > Templates tab > find the one you want then click the 3-dot action menu and Upload to email templates. - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library. Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. **Automation Products** If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library. ![Add a Custom Template (image 4 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048951128/original/h9AAmHbx2NEFuCgcCVRCk0Ly-AZF03xWIA.png) **Add a Custom Template (image 4 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library. The navigation path used here is Automation > Workflows. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates". - Path: Automation > Workflows - What to choose: If you want to add a Workflow as a template, navigate to Automation > Workflows > find the one you want and click the 3-dot action menu and select Upload to Template Library. - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates". Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. **Sites Products** If you want to add a **Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz** as a template, navigate to Sites > \[product\] > find the one you want and click the 3-dot action menu and select "Upload to \[product\] templates". ![Add a Custom Template (image 5 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048948173/original/29JquXnGXLuL3P-Oo70I0sTpGYa7Vpzq0g.png) **Add a Custom Template (image 5 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates". This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Step 2: Name and Categorize the Template. - What to choose: If you want to add a Funnel, Website, Store, Blog, Email, Form, Survey, or Quiz as a template, navigate to Sites > [product] > find the one you want and click the 3-dot action menu and select "Upload to [product] templates". - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: Step 2: Name and Categorize the Template Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. **Step 2: Name and Categorize the Template** In the new modal titled "Upload to \[product\] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload. ![Add a Custom Template (image 6 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010753288/original/8Xh_dRYpNjzh88N5Vea_yPWZkkNzL4mTBw.jpeg) **Add a Custom Template (image 6 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Step 3: Edit Template in Admin Mode. - What to fill in: In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload. - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: Step 3: Edit Template in Admin Mode Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. ![Add a Custom Template (image 7 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010753279/original/IUeqq3ZTXd3BloUdV-3R08IJw-PTkjCDnA.png) **Add a Custom Template (image 7 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Step 3: Edit Template in Admin Mode. - What to fill in: In the new modal titled "Upload to [product] templates" type a display name for the template and add it to a category. When you are satisfied, click Upload. - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: Step 3: Edit Template in Admin Mode Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. **Step 3: Edit Template in Admin Mode** You will be taken to the admin mode to edit all of the library settings for the \[product\] template. You can edit: 1. **Name** 2. **Category** 3. **Preview** 4. **Cover image:** Upload a thumbnail or preview image to visually represent the template. 5. **Tags**: Add searchable tags that help users quickly find your template (ex: New Years). 6. **Prerequisites**: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. **Short Description**: This is a quick summary that appears in the preview card of the Template Library. 8. **Long About**: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. ![Add a Custom Template (image 8 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048950595/original/jETQXu1bDrrOHrwmpnpO-_iRp86rHeCsVw.png) **Add a Custom Template (image 8 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: Name Category Preview Cover image: Upload a thumbnail or preview image to visually represent the template. Tags: Add searchable tags that help users quickly find your template (ex: New Years). Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain)…. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). - What this covers: Name Category Preview Cover image: Upload a thumbnail or preview image to visually represent the template. Tags: Add searchable tags that help users quickly find your template (ex: New Years). Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). Short Description: This is a quick summary that appears in the preview card of the Template Library. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. **Step 4: Publish** Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). ![Add a Custom Template (image 9 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010753280/original/YI2TGUEyAZFMBh1Wo2Mnz4tUqJ-7ypt3Hw.jpeg) **Add a Custom Template (image 9 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Subaccount clients will see the custom template like all other templates in their template library. - How to confirm: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: The Subaccount clients will see the custom template like all other templates in their template library. Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. ![Add a Custom Template (image 10 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010753281/original/H5dZRFRzg7vqN8f-KaZPZWCxmkT36Ceswg.jpeg) **Add a Custom Template (image 10 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Subaccount clients will see the custom template like all other templates in their template library. - How to confirm: Once the template is ready, click Publish Template to make it public (this will make the template visible in subaccounts to be used by subaccount clients). - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: The Subaccount clients will see the custom template like all other templates in their template library. Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. The Subaccount clients will see the custom template like all other templates in their template library. ![Add a Custom Template (image 11 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010753291/original/j_DH_DoJ1KrDm4R95oEWrQfP5TpkIbP-1w.jpeg) **Add a Custom Template (image 11 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: The Subaccount clients will see the custom template like all other templates in their template library. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Agency will also see the custom template like other templates, but will have more options. - What this covers: The Subaccount clients will see the custom template like all other templates in their template library. - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: The Agency will also see the custom template like other templates, but will have more options. Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. The Agency will also see the custom template like other templates, but will have more options. ![Add a Custom Template (image 12 of 12)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010753292/original/EW-iHW5YFDjbpH68-amaOE40-VzBCTLlhg.jpeg) **Add a Custom Template (image 12 of 12)** This screenshot appears in the "Add a Custom Template" section of "Add Custom Templates to Template Library". The text alongside this image reads: The Agency will also see the custom template like other templates, but will have more options. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Who can add or edit templates details in the Template Library? - What this covers: The Agency will also see the custom template like other templates, but will have more options. - Fields: Name, Category, Preview - Controls: Step 1: Navigate to the correct Product, Marketing Products, Social Planner, Email Templates, Automation Products, Sites Products, Step 2: Name and Categorize the Template, Step 3: Edit Template in Admin Mode, Name, Category, Preview, Tags - Next: Who can add or edit templates details in the Template Library? Example values (illustrative, not read from the screenshot): - Name: Priya Raman Full procedure: 1. Name 2. Category 3. Preview 4. Cover image: Upload a thumbnail or preview image to visually represent the template. 5. Tags: Add searchable tags that help users quickly find your template (ex: New Years). 6. Prerequisites: Specify requirements to use the functions in the template (ex: Stripe, email domain). 7. Short Description: This is a quick summary that appears in the preview card of the Template Library. 8. Long About: Everything else: detail use cases, content tips, or setup instructions, etc. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template. --- ## **Frequently Asked Questions** **Who can add or edit templates details in the Template Library?** Only users with the Agency Admin role can add and manage templates. **Is adding Custom Templates available on all plans?** The option to add and manage custom Templates is only available on the $497/mo pro plan. **If there are any updates in template added to template library, what happens?** Changes made to the original source of the template will not flow through to the template in the Template Library. **Can we hide/edit Templates already present in Template Library?** The individual templates cannot be hidden, but Categories can be hidden, so if you add a template to only one Category, and that Category is hidden, then the Template will not appear in any Subaccount's view of the Template Library. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com