Managing and Creating Templates from the Admin Screen
Streamlining Template Management for Agency Admins
As an agency administrator, you can now manage all your CRM templates directly from the central Admin screen. This powerful feature eliminates the need to navigate through individual sub-accounts, providing a unified workspace for creating and organizing templates.
Benefits of Admin-Level Template Management
- Increased Efficiency: Save significant time by handling all template-related tasks from a single location.
- Simplified Workflow: Reduce complexity by avoiding the back-and-forth between different sub-account screens.
- Centralized Control: Maintain oversight and consistency across all your agency's templates.
How to Create a New Template from the Admin Screen
Follow these steps to create and manage templates directly from your Admin dashboard:
- Navigate to the Template Library section within the Admin area of your CRM.
- Click the Create button located in the top-right corner of the screen.
- Select the target sub-account where you want the template to be available.
- Choose the appropriate product type and enter a name for your new template.
- Click Continue to proceed to the template preview screen where you can see a thumbnail preview.
- Click on the thumbnail to view a full-size preview of the template in a separate window.
- If needed, rename the template to better reflect its purpose or content.
- Click Create to finalize the template creation process.
- After creation, you can update additional details such as the template description and assign it to relevant categories.
- Choose whether to publish the template immediately or save it as a draft for later use.
This streamlined process puts you in complete control of your agency's template library, making it easier than ever to maintain brand consistency and deploy resources across your entire organization.