How to Manage and Create Templates from the Admin Screen

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.

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.
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  1. – Choose the sub-account, product, and template name.
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  1. – Click “Continue” to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen
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  1. – Rename the template if needed.
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  1. – Click “Create” to finalize.
  2. – Update details like description and categories.
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  1. – Choose to Publish or Save as draft.

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Updated on August 6, 2025