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Create GoHighLevel Templates & Share with Agencies

February 7, 2024 by Christine Seale

 

Creating and Sharing Custom Templates in Go High Level: Your Ultimate Guide

Welcome to the world of Go High Level, where digital marketing meets automation to give your agency the boost it needs. Today, I’m thrilled to share some game-changing tips on how to create and share custom templates within Go High Level, a feature that’s going to revolutionize how you manage your marketing campaigns. Whether you’re new to digital marketing or a seasoned pro, these tools are designed to streamline your processes and elevate your business to the next level.

Why Go High Level Templates?

Go High Level is a powerful marketing software that integrates CRM, automation, and digital marketing tools all in one platform. One of its standout features is the ability to create and share customizable templates. These templates are perfect for agencies looking to provide their clients with ready-to-use solutions, or for those wanting to streamline their own marketing efforts.

Getting Started with Funnel Templates

Creating funnel templates in Go High Level is incredibly straightforward. Here’s a step-by-step guide to help you get started:

  1. Open Your Funnel Templates: Navigate to the funnel templates section within Go High Level. You’ll find pre-built templates ready for use.
  2. Upload Your Own Templates: Click on the dots next to your desired funnel and select “Upload to Funnel Templates.” Name your template (e.g., “Masterclass Template”), choose a category (e.g., “Coaching”), and upload.
  3. Customize Your Template: Add a cover image and relevant tags to make it easier to find and use. Choose the type and write a short description to ensure clarity.
  4. Publish Your Template: Decide whether to save it as a draft or publish it. Publishing makes it available across all your locations, perfect for teams or multiple clients.

Creating Website Templates

Next, let’s dive into creating website templates. This process is just as simple and effective:

  1. Access the Website Section: Go to the “Sites” section and click on “Websites.”
  2. Upload a Website Template: Select a website, click “Upload a Website Template,” and name it appropriately (e.g., “MedSpa Beauty and Fashion”). Fill out the details, tag it, and choose whether to publish or save as a draft.

Email Templates Made Easy

Emails are a cornerstone of digital marketing, and having templates ready to go can save you a ton of time:

  1. Navigate to Email Builder: Go to “Marketing Emails” and then “Templates.”
  2. Upload Your Email Template: Follow the same process—upload, tag, and publish. For instance, if you have a template for a newsletter, tag it accordingly and provide a clear description.

Don’t Forget Forms and Surveys

Forms and surveys are essential for gathering data and feedback. With Go High Level, creating templates for these tools is a breeze:

  1. Forms: Head to the form builder, create your template, and publish it.
  2. Surveys: Similarly, go to the survey builder, upload your survey template, and make it available for use.

Why Use Templates?

Templates in Go High Level offer several advantages:

  • Efficiency: Quickly deploy marketing campaigns without starting from scratch.
  • Consistency: Ensure branding and messaging remain consistent across all channels.
  • Customization: Tailor templates to specific clients or campaigns, offering personalized solutions.
  • Scalability: Easily manage multiple clients or campaigns with centralized templates.

Sharing Your Templates

Once you’ve created your templates, sharing them is simple:

  1. Go to Template Library: Switch to Agency View and click on “Template Library.”
  2. Share with a Link: Use the Share button to generate a link, which you can send to clients or team members.

This feature is perfect for agencies offering SaaS products or managing multiple clients, as it allows you to distribute your templates efficiently and maintain control over their usage.

Conclusion

Embracing the power of Go High Level templates can transform your agency’s operations, making your marketing efforts more effective and your workflow smoother. Whether you’re creating funnels, websites, emails, forms, or surveys, these templates are designed to help you achieve your goals with ease.

Dive into Go High Level today and start creating your custom templates. Your clients will thank you, and your business will soar to new heights. If you haven’t already, check out our latest video embedded above for a detailed walkthrough and more insider tips.

Happy templating!

Filed Under: Blog Tagged With: #gohighlevel

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