How to Manage and Create Templates from the Admin Screen

Agency Admins can create custom templates directly from the Template Library in Agency View without switching between sub-accounts.

To create a template, select the source sub-account and product, preview and optionally rename the template, then save it as a draft or publish it.

Note: Custom template creation requires an eligible Agency Admin account on the Pro plan.

For the complete step-by-step instructions, see Add Custom Templates to Template Library.

• Direct Create: 
  Templates can now be imported/ created directly from the Admin screen.
• Streamlined Process:
   Choose sub-accounts, preview templates, and rename them seamlessly.

• Efficiency:
   Saves time by consolidating template management into one screen.
• Simplified Workflow:
   Eliminates complexity across screens and sub-accounts.

1. - Navigate to Template Library - Admin.
2. - Click "Create" at the top right.

3. - Choose the sub-account, product, and template name.

4. - Click "Continue" to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen

5. - Rename the template if needed.

6. - Click "Create" to finalize.
7. - Update details like description and categories.

8. - Choose to Publish or Save as draft.