# Template Library Overview & Setup > The Template Library feature in the CRM is a collection of designer-made templates that users can use to create websites, funnels, social media posts, and email campaigns. The templates come with free high-quality stock images and content. - Source: https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-overview-setup - Section: Marketing / Template Library - Reading time: 4 min - Images: 8, each explained below - Modified on Tue, 12 May at 2:59 AM --- The Template Library in GHL Customer Care is a collection of professionally designed templates for websites, funnels, social media posts, email campaigns, and even more areas! These templates come with high-quality stock images and content, allowing users to create polished marketing materials efficiently. --- **TABLE OF CONTENTS** - [Who Benefits from the Template Library?](#who-benefits-from-the-template-library) - [Advantages of Using the Template Library](#advantages-of-using-the-template-library) - [What’s New in the Template Library?](#whats-new-in-the-template-library) - [Enabling & Disabling the Template Library](#enabling-and-disabling-the-template-library) - [Funnels and Websites Template Library](#funnels-and-websites-template-library) - [Social Planner Template Library](#social-planner-template-library) - [Email Builder Template Library](#email-builder-template-library) - [Documents and Contracts Template Library](#documents-and-contracts-template-library) - [Ads Manager Template Library](#ads-manager-template-library) - Reporting and Dashboard Template Library - [Frequently Asked Questions](#frequently-asked-questions) --- # **Who Benefits from the Template Library?** - **Small Business Owners:** Create professional marketing materials without hiring a designer. - **Marketing Agencies:** Save time by utilizing pre-designed templates for client projects. - **Freelancers:** Offer marketing services without extensive design skills. - **Corporate Marketing Teams:** Streamline design processes and maintain brand consistency. --- # **Advantages of Using the Template Library** - **Time and Effort Savings:** Access pre-designed templates to expedite the creation of marketing materials. - **High-Quality Designs:** Utilize templates featuring premium stock images and content for a consistent brand image. - **User-Friendly Interface:** Easily filter and preview templates to find those that meet your business needs. - **Customization:** Modify templates to align with your brand by adjusting images, colors, and content. - **Cost-Effective:** Avoid the expenses associated with custom designs or hiring designers. - **Accessibility:** Available to all users without additional fees or subscriptions. --- # **What’s New in the Template Library?** 1. **Documents and Contracts:** - Create, upload, and manage templates for legal documents and contracts. - Streamline your paperwork process by customizing pre-built templates or creating your own. 2. **Ads Manager:** - Access over 80 pre-built templates tailored for various ad objectives. - Enjoy real-time previews and built-in configurations for faster ad creation. 3. **Reporting and Dashboard:** - Upload and manage custom templates for reports and dashboards. - Secure sensitive data by masking it during the upload process. - Add a preview image for quick identification in your library. --- # **Enabling & Disabling the Template Library** 1. Navigate to Agency Settings > Company. 2. Scroll to the right to find the Template Library option. 3. Toggle on Make Templates visible to clients. ![Enabling & Disabling the Template Library (image 1 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036518605/original/VY_WTpc2ggBTh5o1uG-7ksDqcZ-jnd7HOA.png) **Enabling & Disabling the Template Library (image 1 of 8)** This screenshot appears in the "Enabling & Disabling the Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to Agency Settings > Company. Scroll to the right to find the Template Library option. Toggle on Make Templates visible to clients. The navigation path used here is Agency Settings > Company. Immediately after, the guide continues: Go to your sub-account. Navigate to Sites > Funnels (or Websites). Click on New Funnel (or New Website). Choose Go to Template Library. Browse and select a template that fits your business needs. - Path: Agency Settings > Company - Where to go: Navigate to Agency Settings > Company. Scroll to the right to find the Template Library option. Toggle on Make Templates visible to clients. - Next: Go to your sub-account. Navigate to Sites > Funnels (or Websites). Click on New Funnel (or New Website). Choose Go to Template Library. Browse and select a template that fits your business needs. Full procedure: 1. Navigate to Agency Settings > Company. 2. Scroll to the right to find the Template Library option. 3. Toggle on Make Templates visible to clients. --- ## **Funnels and Websites Template Library** 1. Go to your sub-account. 2. Navigate to Sites > Funnels (or Websites). 3. Click on New Funnel (or New Website). 4. Choose Go to Template Library. 5. Browse and select a template that fits your business needs. ![Funnels and Websites Template Library (image 2 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036518684/original/824jAbISW-HWKRK-W5uQt_rSV1U66ZZqiw.gif) **Funnels and Websites Template Library (image 2 of 8)** This animation appears in the "Funnels and Websites Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Go to your sub-account. Navigate to Sites > Funnels (or Websites). Click on New Funnel (or New Website). Choose Go to Template Library. Browse and select a template that fits your business needs. The navigation path used here is Sites > Funnels. Immediately after, the guide continues: In your sub-account, go to Marketing > Social Planner. Click the + New Post button. Select Choose Social Planner Templates. Review and select a template. Customize and schedule your posts accordingly. - Path: Sites > Funnels - Where to go: Go to your sub-account. Navigate to Sites > Funnels (or Websites). Click on New Funnel (or New Website). Choose Go to Template Library. Browse and select a template that fits your business needs. - Next: In your sub-account, go to Marketing > Social Planner. Click the + New Post button. Select Choose Social Planner Templates. Review and select a template. Customize and schedule your posts accordingly. Full procedure: 1. Go to your sub-account. 2. Navigate to Sites > Funnels (or Websites). 3. Click on New Funnel (or New Website). 4. Choose Go to Template Library. 5. Browse and select a template that fits your business needs. --- ## **Social Planner** **Template Library** 1. In your sub-account, go to Marketing > Social Planner. 2. Click the \+ New Post button. 3. Select Choose Social Planner Templates. 4. Review and select a template. 5. Customize and schedule your posts accordingly. **Tip:** Use the Type filter to quickly find the right Social Planner format (for example, Post or Story/Reel). ![Social Planner Template Library (image 3 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036518705/original/Hyg6zNgnS04OMNGxa3Ym6Y5-JSWMGaa8bA.png) **Social Planner Template Library (image 3 of 8)** This screenshot appears in the "Social Planner Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Tip: Use the Type filter to quickly find the right Social Planner format (for example, Post or Story/Reel). The navigation path used here is Marketing > Social Planner. Immediately after, the guide continues: Use the search bar to find templates faster across the Template Library. - Path: Marketing > Social Planner - What to fill in: Tip: Use the Type filter to quickly find the right Social Planner format (for example, Post or Story/Reel). - Next: Use the search bar to find templates faster across the Template Library. Full procedure: 1. In your sub-account, go to Marketing > Social Planner. 2. Click the + New Post button. 3. Select Choose Social Planner Templates. 4. Review and select a template. 5. Customize and schedule your posts accordingly. --- ## **Search and Discover Templates** Use the search bar to find templates faster across the Template Library. - View recent searches, suggestions, and trending topics when you click into the search bar. - Search using multiple keywords to narrow results more effectively. - Find templates by color using the search bar or the Colors filter. - See matching keywords highlighted in template results. - Use Clear Filters to reset your current search and filters. The Template Library also helps you discover templates through sections like Top trending this week and Recently added. **Browse, preview, and compare templates** The Template Library includes an upgraded browsing experience to help you evaluate templates faster: - Bigger thumbnails show more detail at a glance. - Enhanced previews let you switch between mobile and tablet views with fewer clicks. - More insights (such as download counts) help you compare templates quickly. - Use the grid/list toggle to switch between visual browsing and a compact list view. ## **Email Builder** **Template Library** 1. Within your sub-account, navigate to Marketing > Emails > Templates. 2. Click the + New button to create an email template. 3. Select Template Library. 4. Browse and choose a suitable template. 5. Customize the template to match your branding. ![Email Builder Template Library (image 4 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036518631/original/UN0iriyUBVIpXJHMtgHlpad0hfDS4ZjxcQ.png) **Email Builder Template Library (image 4 of 8)** This screenshot appears in the "Email Builder Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Within your sub-account, navigate to Marketing > Emails > Templates. Click the + New button to create an email template. Select Template Library. Browse and choose a suitable template. Customize the template to match your branding. The navigation path used here is Marketing > Emails > Templates. Immediately after, the guide continues: Navigate to the Documents tab. Select Create New and access the Template Library. Upload or customize a contract template. - Path: Marketing > Emails > Templates - What to choose: Within your sub-account, navigate to Marketing > Emails > Templates. Click the + New button to create an email template. Select Template Library. Browse and choose a suitable template. Customize the template to match your branding. - Next: Navigate to the Documents tab. Select Create New and access the Template Library. Upload or customize a contract template. Full procedure: 1. Within your sub-account, navigate to Marketing > Emails > Templates. 2. Click the + New button to create an email template. 3. Select Template Library. 4. Browse and choose a suitable template. 5. Customize the template to match your branding. --- ## **Documents and Contracts** **Template Library** 1. Navigate to the Documents tab. 2. Select Create New and access the Template Library. 3. Upload or customize a contract template. ![Documents and Contracts Template Library (image 5 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036518686/original/DbZN5FWVEXIGUPvhgYntSNFCWDd7W5XXkg.gif) **Documents and Contracts Template Library (image 5 of 8)** This animation appears in the "Documents and Contracts Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to the Documents tab. Select Create New and access the Template Library. Upload or customize a contract template. Immediately after, the guide continues: Navigate to Marketing > Ads Manager. Click on Create Ad and select a template from the library. Preview and customize the ad for your specific objectives. - Where to go: Navigate to the Documents tab. Select Create New and access the Template Library. Upload or customize a contract template. - Next: Navigate to Marketing > Ads Manager. Click on Create Ad and select a template from the library. Preview and customize the ad for your specific objectives. Full procedure: 1. Navigate to the Documents tab. 2. Select Create New and access the Template Library. 3. Upload or customize a contract template. --- ## **Ads Manager** **Template Library** 1. Navigate to Marketing > Ads Manager. 2. Click on Create Ad and select a template from the library. 3. Preview and customize the ad for your specific objectives. ![Ads Manager Template Library (image 6 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036518687/original/r1EoPfeA5b3sygn9yeoITTb7FggvtVpsGg.gif) **Ads Manager Template Library (image 6 of 8)** This animation appears in the "Ads Manager Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to Marketing > Ads Manager. Click on Create Ad and select a template from the library. Preview and customize the ad for your specific objectives. The navigation path used here is Marketing > Ads Manager. Immediately after, the guide continues: Navigate to Sites > Forms > Builder > Add Form > From Template. - Path: Marketing > Ads Manager - Where to go: Navigate to Marketing > Ads Manager. Click on Create Ad and select a template from the library. Preview and customize the ad for your specific objectives. - Next: Navigate to Sites > Forms > Builder > Add Form > From Template Full procedure: 1. Navigate to Marketing > Ads Manager. 2. Click on Create Ad and select a template from the library. 3. Preview and customize the ad for your specific objectives. --- ## **Form Template Library** Navigate to Sites > Forms > Builder > Add Form > From Template ![Form Template Library (image 7 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048639453/original/Q4P4oIThAXo56M0Q3tGXyENzV78EqoL4lA.png) **Form Template Library (image 7 of 8)** This screenshot appears in the "Form Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to Sites > Forms > Builder > Add Form > From Template. The navigation path used here is Sites > Forms > Builder > Add Form > From Template. Immediately after, the guide continues: Navigate to Sites > Surveys > Builder > Add Survey > From Template. - Path: Sites > Forms > Builder > Add Form > From Template - Where to go: Navigate to Sites > Forms > Builder > Add Form > From Template - Next: Navigate to Sites > Surveys > Builder > Add Survey > From Template --- ## **Survey Template Library** Navigate to Sites > Surveys > Builder > Add Survey > From Template ![Survey Template Library (image 8 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155048639486/original/oYev6FwWJtrjvvINkcmNViBryew_5UAExQ.png) **Survey Template Library (image 8 of 8)** This screenshot appears in the "Survey Template Library" section of "Template Library Overview & Setup". The text alongside this image reads: Navigate to Sites > Surveys > Builder > Add Survey > From Template. The navigation path used here is Sites > Surveys > Builder > Add Survey > From Template. Immediately after, the guide continues: When it is launched, you will be able to navigate to Reporting > Custom Reports > New Report > From Template Library. - Path: Sites > Surveys > Builder > Add Survey > From Template - Where to go: Navigate to Sites > Surveys > Builder > Add Survey > From Template - Next: When it is launched, you will be able to navigate to Reporting > Custom Reports > New Report > From Template Library --- ## **Reporting** **Template Library** **(coming soon)** When it is launched, you will be able to navigate to Reporting > Custom Reports > New Report > From Template Library --- # **Frequently Asked Questions** **Q: Can agencies add their own templates to the Template Library?** Yes, agencies can add their own templates to the Template Library. This feature is available on the $497 plan and above. (Learn how to add your own templates). **Q: Is there a cost associated with using the Template Library?** No, the Template Library is available to all users without additional fees. **Q: Will the Template Library include templates for other areas of GHL Customer Care in the future?** GHL Customer Care is considering expanding the Template Library to include other areas of the app based on user feedback and demand. **Q: Can an Agency hide individual templates from Subaccounts so they are only visible to the Agency?** Yes, but not directly. Agencies can create Categories and toggle them to Hidden. As long as a Template is in a Category that is Hidden (and not in any visible Categories) that Template will not appear for Subaccounts. See the article [Hide Individual Templates From Subaccounts](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/hide-individual-templates-from-subaccounts) for details. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com