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How to Manage and Create Templates from the Admin Screen

< 1 min read

Introducing better template management feature in our Template Library for Agency admins.
Problem Statement: Previously, admins navigated through multiple subaccounts to import required templates, which was time-consuming.
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What we did:
  • Direct Create:

    Templates can now be imported/ created directly from the Admin screen.

  • Streamlined Process:

    Choose sub-accounts, preview templates, and rename them seamlessly.

Benefits:
  • Efficiency:

    Saves time by consolidating template management into one screen.

  • Simplified Workflow:

    Eliminates complexity across screens and sub-accounts.

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 How It Works:
  1. – Navigate to Template Library – Admin.
  2. – Click “Create” at the top right.
  1. – Choose the sub-account, product, and template name.
  1. – Click “Continue” to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen
  1. – Rename the template if needed.
  1. – Click “Create” to finalize.
  2. – Update details like description and categories.
  1. – Choose to Publish or Save as draft.