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Streamline Your Workflow with the Favorites Feature

The Favorites feature in your CRM's Template Library lets you bookmark frequently used templates—such as email, funnel, website, or social planner templates—by marking them with a star. This allows you to quickly find and reuse your preferred templates without searching through your entire library each time.

Benefits of Using Favorites

Faster Access: Retrieve your go-to templates in just a few clicks.
Simplified Navigation: Skip browsing large libraries when building campaigns.
Consistent Messaging: Reuse proven templates to maintain brand uniformity.
Time Savings: Reduce search time and speed up your workflow.
Personalized Toolkit: Curate a collection of templates tailored to your needs.
User-Specific: Favorites are tied to your user profile for personalized access.

How to Mark a Template as a Favorite

Step 1: Go to the Template Library

Navigate to the template section you need, such as Email, Funnel, Website, or Social Planner templates.

Step 2: Find the Template

Scroll or search to locate the specific template you want to favorite.

Step 3: Click the Star Icon

Hover over the template and click the star icon in the upper-right corner. The star will turn solid, confirming it's been added to your favorites.

Step 4: Done

The template is now saved in your favorites list for quick access.

Accessing Your Favorite Templates

Step 1: Return to the Template Library

Go back to the relevant template section.

Look for filtering options near the top of the template list.

Step 3: Select “Favorites”

Click the Favorites filter to view only your starred templates.

Step 4: Use or Edit Your Favorites

Click on any favorite template to start editing or deploying it.

Best Practices for Using Favorites

Keep Your List Current: Periodically review and update your favorites to reflect templates you use most often.
Combine with Tags: Use tags and categories to further organize your templates.
Limit Favorites for Speed: Keep your favorites list concise to ensure fast access.
Remove Unused Templates: Unstar templates that are no longer useful to keep your list fresh.

Frequently Asked Questions

Can I favorite templates from any category?

Yes, the Favorites feature works across multiple template types including Email, Funnel, Website, and Social Planner templates.

How do I remove a template from Favorites?

Click the solid star icon on the template to unmark it. The star will return to its outlined state and the template will be removed from your favorites.

Will my team members see my favorites?

No. Favorites are unique to each user profile and are not shared across teams or sub-accounts.

Is there a limit to how many templates I can favorite?

There's no hard limit, but it's recommended to keep your favorites list manageable for efficiency.

Can I filter favorites by template type?

Yes. You can view favorites within each template section separately by selecting the type (e.g., Funnel Templates) and applying the Favorites filter.

Quickly Access Your Most-Used Templates with Favorites