Template Library - Marketplace Integration

What is Template Library Marketplace Integration?

The Template Library Marketplace Integration connects your CRM's Template Library with the Marketplace directly. This allows you to discover, preview, install, and even sell templates all from within the same interface. Instead of managing separate processes, you can find and use templates more efficiently without leaving the platform.

Key Benefits

• Centralized Discovery: Browse all available Marketplace templates directly from the Template Library.
• Streamlined Setup: Install templates instantly without navigating to external sites.
• Expanded Selection: Access a wide range of both free and paid templates in one location.
• Creator Monetization: List and sell your own custom templates through the Marketplace.
• Simplified Workflow: Preview, purchase, and manage templates through a single, connected experience.

How to Preview and Install Templates

Follow these steps to find and install a template from the Marketplace:

1. Navigate to the Template Library within your agency view.
2. Click on the Marketplace section.
3. Browse the available templates or use the search and filter options to narrow your selection.
4. Open a template to view its preview and details, including any support information.
5. If the template is a paid offering, select your preferred pricing plan.
6. Click Confirm to complete the installation process.

How to Sell Your Templates Through the Marketplace

If you create templates, you can sell them to other users. The process simplifies listing your work for sale.

1. Log into your agency account and go to the Template Library.
2. Click + Create Template to start building a new template.
3. Choose the sub-account you want to create the template from.
4. Select the product type for your template.
5. Choose the specific template and click Continue.
6. Give your template a name and click Create.
7. Edit the template information and save your changes.
8. In the template preview, click the three-dot menu and select Sell Template On The Marketplace.
9. In the confirmation window, click Go to Seller Portal.
10. Fill out all the required listing details in the Seller Portal and submit your template for review.

Marketplace Seller Portal Configuration

To ensure a smooth experience for buyers, you must provide accurate information in the Seller Portal. This includes listing details, support information, and pricing.

Template Listing Details

Provide clear information so buyers understand what your template offers.

• Template Link
• Template Name
• About Information
• Prerequisites
• Template Description
• Product Type
• Template Category
• Tags
• Template Types
• Customization Details
• Cover Image

Support Details

Clear support information builds trust and helps users after they purchase.

• Support Email
• Documentation URL
• Support Website URL
• Support Phone Number
• Terms and Conditions URL
• Privacy Policy URL

Pricing Details

For paid templates, define the pricing structure clearly.

• Pricing Type
• Amount
• Plan Name
• Optional Plan Features

Frequently Asked Questions

Is the payment for templates one-time or recurring?

Templates are purchased with a one-time payment. There are no recurring charges.

What happens after I install a template?

The installed template will appear in your My Templates section and can be edited and used in the relevant builders.

Can I update a template after listing it?

Yes, you can update your template and notify users of the changes via the What’s New section.

Can I install both free and paid templates from the Template Library?

Yes, you can browse and install both free and paid templates directly from the Marketplace.

Can I filter Marketplace templates before installing them?

Yes, you can use available filters to sort templates by criteria like pricing and installation status.

Where do installed templates appear after installation?

Installed templates are available in the My Templates area of the corresponding builder.

What information do I need before submitting a template for review?

You should complete all required listing details, support details, and, for paid templates, the pricing details.

Can buyers view seller support information before installing a template?

Yes, support details are typically visible in the template details view before installation.