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Template Library of Social Planner

We're thrilled to introduce a powerful new update to our Social Planner! You can now kickstart your posts using the Template Library —a collection of…

3 min read778 words14 explained imagesUpdated Wed, 11 Feb at 6:47 AM
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On this page
  1. Access Control:1. Only the Agency admin can view the admin panel and can have access to upload templates to the Template Library2. Only $497 plan provides access to admin panel and the access to upload templates
  2. Why do we need it?Here’s why this new upload capability is essential:
  3. Steps to Use Template Library in Social Planner

We're thrilled to introduce a powerful new update to our Social Planner!
You can now kickstart your posts using the Template Library—a collection of professionally designed, ready-to-use social media templates.

And that’s not all—Agency Owners can now add their favorite posts directly to the Template Library, making it easier than ever to reuse top-performing content!

Access Control:
1.Only the Agency admin can view the admin panel and can have access to upload templates to the Template Library

2. Only $497 plan provides access to admin panel and the access to upload templates

3. Every user would have the access to start with predefined templates in the template library
Access granted to different roles -

Roles

To upload Templates

To start with Templates

Agency Admin

Yes (Only $497 Plan)

Yes

Agency User

No

Yes

Location Admin

No

Yes

Location User

No

Yes

Why do we need it?
Here’s why this new upload capability is essential:

  • Boost creativity: By sharing templates, users can inspire each other with fresh ideas and unique designs.
  • Expand options: More user-generated templates mean a wider variety of styles and formats for everyone to choose from.
  • Save time: Accessing templates from others can help users plan and create content faster.
  • Build community: Encourage collaboration and engagement within the user base through shared resources.
  • Stay updated: Keep the library dynamic and relevant with continuously updated user contributions.

Steps to Use Template Library in Social Planner

  1. Click on "New Posts"

    • Navigate to the Social Planner dashboard.

    • Click the "New Posts" button to start creating a new social media post.

      Step 2 of 2: Click the "New Posts" button to start creating a new social media post What this shows Step 2 of 2: Click the "New Posts" button to start creating a new social media post. What this shows Shows what to click for step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot accompanies step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you click the "New Posts" button to start creating a new social media post. Step 2 of 2Image 1 of 14 What to clickClick the "New Posts" button to start creating a new social media post.
      Buttons and menus referenced "New Posts"Click on "New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels
      All 2 steps in this procedure
      1. Navigate to the Social Planner dashboard.
      2. Click the "New Posts" button to start creating a new social media post. this image

  2. Choose "Social Planner Templates"

    • In the options presented, select "Social Planner Templates" to browse through the available post templates. 

      Step 1 of 1: In the options presented, select "Social Planner Templates" to browse… What this shows Step 1 of 1: In the options presented, select "Social Planner Templates" to browse through the available post templates. What this shows Shows what to choose for step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot accompanies step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you in the options presented, select "Social Planner Templates" to browse through the available post templates. Step 1 of 1Image 2 of 14 What to chooseIn the options presented, select "Social Planner Templates" to browse through the available post templates.
      Buttons and menus referenced "Social Planner Templates"Click on "New Posts""New Posts"Choose "Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels

  3. Select a Template

    • Browse the template library and choose a template that suits your needs.

      Step 1 of 1: Browse the template library and choose a template that suits your needs What this shows Step 1 of 1: Browse the template library and choose a template that suits your needs. What this shows Shows what to choose for step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot accompanies step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you browse the template library and choose a template that suits your needs. Step 1 of 1Image 3 of 14 What to chooseBrowse the template library and choose a template that suits your needs.
      Buttons and menus referenced choose a templateClick on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a TemplateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels

  4. Click "Continue"

    • After selecting a template, click the "Continue" button to move to the next step.

      Step 1 of 1: After selecting a template, click the "Continue" button to move to the… What this shows Step 1 of 1: After selecting a template, click the "Continue" button to move to the next step. What this shows Shows what to click for step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot accompanies step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you after selecting a template, click the "Continue" button to move to the next step. Step 1 of 1Image 4 of 14 What to clickAfter selecting a template, click the "Continue" button to move to the next step.
      Buttons and menus referenced "Continue"Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels

  5. Click on "Select Socials"

    • Click on "Review & Schedule" to proceed with scheduling your post.

      Step 1 of 1: Click on "Review & Schedule" to proceed with scheduling your post What this shows Step 1 of 1: Click on "Review & Schedule" to proceed with scheduling your post. What this shows Shows what to click for step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot accompanies step 1 of 1 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you click on "Review & Schedule" to proceed with scheduling your post. Step 1 of 1Image 5 of 14 What to clickClick on "Review & Schedule" to proceed with scheduling your post.
      Buttons and menus referenced "Review & Schedule"Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials"Add Schedule Details & Click "Schedule"date, time, and channels

  6. Add Schedule Details & Click "Schedule"

    • Set the date, time, and channels where you want the post to be published.

    • Click on the "Schedule" button to save your scheduling preferences.

      Step 2 of 2: Click on the "Schedule" button to save your scheduling preferences What this shows Step 2 of 2: Click on the "Schedule" button to save your scheduling preferences. What this shows Shows how to confirm for step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot accompanies step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you click on the "Schedule" button to save your scheduling preferences. Step 2 of 2Image 6 of 14 How to confirmClick on the "Schedule" button to save your scheduling preferences.
      Buttons and menus referenced "Schedule"Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"
      All 2 steps in this procedure
      1. Set the date, time, and channels where you want the post to be published.
      2. Click on the "Schedule" button to save your scheduling preferences. this image

  7. Click on "Review & Schedule" 

    • After a brief moment, the interface will refresh and show the "Review & Schedule" button. 

      Step 1 of 2: After a brief moment, the interface will refresh and show the "Review… What this shows Step 1 of 2: After a brief moment, the interface will refresh and show the "Review & Schedule" button. What this shows Shows what this covers for step 1 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot accompanies step 1 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you after a brief moment, the interface will refresh and show the "Review & Schedule" button. The next step is to click it to review the entire post details one more time. Step 1 of 2Image 7 of 14 What this coversAfter a brief moment, the interface will refresh and show the "Review & Schedule" button.
      Buttons and menus referenced "Review & Schedule"Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials"Add Schedule Details & Click "Schedule"date, time, and channels
      Next stepClick it to review the entire post details one more time.
      All 2 steps in this procedure
      1. After a brief moment, the interface will refresh and show the "Review & Schedule" button. this image
      2. Click it to review the entire post details one more time.

    • Click it to review the entire post details one more time.

      Step 2 of 2: Click it to review the entire post details one more time What this shows Step 2 of 2: Click it to review the entire post details one more time. What this shows Shows what to click for step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot accompanies step 2 of 2 in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". At this point in the walkthrough you click it to review the entire post details one more time. Step 2 of 2Image 8 of 14 What to clickClick it to review the entire post details one more time.
      Buttons and menus referenced review the entire post detailsClick on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"
      All 2 steps in this procedure
      1. After a brief moment, the interface will refresh and show the "Review & Schedule" button.
      2. Click it to review the entire post details one more time. this image

  8. Make Any Final Edits

    • You can edit text, media, or settings as needed in this final review.

  9. Click on "Import" to Proceed

    • Once satisfied with all details, click "Import" to finalize and add the post to your planner.

Steps to Use Template Library in Social Planner (image 9 of 14) What this shows Click on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details &… What this shows Illustrates the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: Click on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details & Click "Schedule" Click on "Review & Schedule" Make Any Final Edits Click on "Import" to Proceed. Immediately after, the guide continues: Filter Social Planner templates by Type Social Planner templates include a Type to help you find the right format faster. Available Types Post (1080×1080) Story/Reel (1080×1920) View a template’s Type in the template details: 1. Open a…. Image 9 of 14 What to chooseClick on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details & Click "Schedule" Click on "Review & Schedule" Make Any Final Edits Click on "Import" to Proceed
Buttons and menus referenced Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels
Next stepFilter Social Planner templates by Type Social Planner templates include a Type to help you find the right format faster. Available Types Post (1080×1080) Story/Reel (1080×1920) View a template’s Type in the template details: 1. Open a Social Planner template. 2. In the Template Info Drawer, check the Type label.
All 9 steps in this procedure
  1. Click on "New Posts"
  2. Choose "Social Planner Templates"
  3. Select a Template
  4. Click "Continue"
  5. Click on "Select Socials"
  6. Add Schedule Details & Click "Schedule"
  7. Click on "Review & Schedule"
  8. Make Any Final Edits
  9. Click on "Import" to Proceed
 
Filter Social Planner templates by Type


Social Planner templates include a Type to help you find the right format faster.


Available Types

Post (1080×1080)
Story/Reel (1080×1920)


View a template’s Type in the template details:

1. Open a Social Planner template.
2. In the Template Info Drawer, check the Type label.
Steps to upload templates -
1.  Go to Social Planner
2. Go to CSV tab or Template Library tab under content
3. In three dot, there will option to upload to Template Library
Steps to Use Template Library in Social Planner (image 10 of 14) What this shows 2. What this shows Illustrates the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: 2. Go to CSV tab or Template Library tab under content. Immediately after, the guide continues: 4. Add the name of Template and select one category. Image 10 of 14 What this covers2. Go to CSV tab or Template Library tab under content
Buttons and menus referenced Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels
Next step4. Add the name of Template and select one category
All 9 steps in this procedure
  1. Click on "New Posts"
  2. Choose "Social Planner Templates"
  3. Select a Template
  4. Click "Continue"
  5. Click on "Select Socials"
  6. Add Schedule Details & Click "Schedule"
  7. Click on "Review & Schedule"
  8. Make Any Final Edits
  9. Click on "Import" to Proceed
4. Add the name of Template and select one category
Steps to Use Template Library in Social Planner (image 11 of 14) What this shows 4. What this shows Illustrates the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: 4. Add the name of Template and select one category. Immediately after, the guide continues: 5. It will redirect to Template Library Admin mode. Image 11 of 14 What to choose4. Add the name of Template and select one category
Buttons and menus referenced Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels
Next step5. It will redirect to Template Library Admin mode
All 9 steps in this procedure
  1. Click on "New Posts"
  2. Choose "Social Planner Templates"
  3. Select a Template
  4. Click "Continue"
  5. Click on "Select Socials"
  6. Add Schedule Details & Click "Schedule"
  7. Click on "Review & Schedule"
  8. Make Any Final Edits
  9. Click on "Import" to Proceed
5. It will redirect to Template Library Admin mode
- you can now add cover photo
- you can now add tags, edit name and select category
- Give brief description about the template
- Add predefined requirements to use like Integrate strip to use one step order form in Funnels
- Add Featured Tags to make your templates unique.
Steps to Use Template Library in Social Planner (image 12 of 14) What this shows - Add Featured Tags to make your templates unique. What this shows Illustrates the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: - Add Featured Tags to make your templates unique. Immediately after, the guide continues: 6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits. Image 12 of 14 What this covers- Add Featured Tags to make your templates unique.
Buttons and menus referenced Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels
Next step6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits.
All 9 steps in this procedure
  1. Click on "New Posts"
  2. Choose "Social Planner Templates"
  3. Select a Template
  4. Click "Continue"
  5. Click on "Select Socials"
  6. Add Schedule Details & Click "Schedule"
  7. Click on "Review & Schedule"
  8. Make Any Final Edits
  9. Click on "Import" to Proceed
6. Once the template is ready, make it public (this will make the template visible in subaccounts to be used by subaccount clients) and make it draft will allow to just show inside template library admin panel to make future edits.
SubAccount View of Template Library - 
Steps to Use Template Library in Social Planner (image 13 of 14) What this shows SubAccount View of Template Library - What this shows Illustrates the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: SubAccount View of Template Library -. For context, this section explains: Click on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details & Click "Schedule" Click on "Review & Schedule" Make Any Final Edits Click on "Import" to Proceed. Immediately after, the guide continues: Agency View of Template Library -. Image 13 of 14 What this coversSubAccount View of Template Library -
Buttons and menus referenced Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels
Next stepAgency View of Template Library -
All 9 steps in this procedure
  1. Click on "New Posts"
  2. Choose "Social Planner Templates"
  3. Select a Template
  4. Click "Continue"
  5. Click on "Select Socials"
  6. Add Schedule Details & Click "Schedule"
  7. Click on "Review & Schedule"
  8. Make Any Final Edits
  9. Click on "Import" to Proceed
Agency View of Template Library -
Steps to Use Template Library in Social Planner (image 14 of 14) What this shows Agency View of Template Library - What this shows Illustrates the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". This screenshot appears in the "Steps to Use Template Library in Social Planner" section of "Template Library of Social Planner". The text alongside this image reads: Agency View of Template Library -. For context, this section explains: Click on "New Posts" Choose "Social Planner Templates" Select a Template Click "Continue" Click on "Select Socials" Add Schedule Details & Click "Schedule" Click on "Review & Schedule" Make Any Final Edits Click on "Import" to Proceed. Immediately after, the guide continues: 1. Who can add templates/edit templates details in the Template Library? Image 14 of 14 What this coversAgency View of Template Library -
Buttons and menus referenced Click on "New Posts""New Posts"Choose "Social Planner Templates""Social Planner Templates"Select a Templatechoose a templateClick "Continue""Continue"Click on "Select Socials""Review & Schedule"Add Schedule Details & Click "Schedule"date, time, and channels
Next step1. Who can add templates/edit templates details in the Template Library?
All 9 steps in this procedure
  1. Click on "New Posts"
  2. Choose "Social Planner Templates"
  3. Select a Template
  4. Click "Continue"
  5. Click on "Select Socials"
  6. Add Schedule Details & Click "Schedule"
  7. Click on "Review & Schedule"
  8. Make Any Final Edits
  9. Click on "Import" to Proceed
IMPORTANT
1. Who can add templates/edit templates details in the Template Library?
It allows Agency admin to add the templates from any sub-accounts and manage them.
2. Is adding of Template available on all plans?*
It is available on $497 Plan and above to add their own templates to Template Library
3. If there are any updates in template added to template library, how does it handle?
-  When the template is in draft stage, it will keep the updated record all the elements and keep it up-to date
- When the template is public, it will not update the templated with new elements.
4.Can we hide/edit Templates already present in Template Library?
Yes you can now hide the templates added by the GHL Customer Care team. The Agency Admin can click on hide to remove the location view of the templates. 

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