How to add your own template in Template Library?

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Adding Email Templates to the Template Library

Creating and storing email templates in your agency’s Template Library allows you to save time and maintain consistency across subaccounts. Follow these detailed steps to seamlessly add your custom email templates to the library.

Navigate to the Email Templates Section

From your HighLevel dashboard, go to Marketing in the left-hand menu, then click on Emails. Inside the Emails module, switch to the Templates tab at the top. This is where all your saved email templates are listed.

Choose the Email Template You Want to Add

Scroll through your list of saved email templates to locate the one you’d like to add to the Template Library. Once you’ve found it, hover over it to reveal the action menu.

Select “Upload to Email Templates” From the Action Menu

Click on the three-dot menu (⋮) to the right of the email template name. This will open a dropdown with available options for that template. Click the “Upload to Email Templates” option from the dropdown. This will redirect you to the Template Library Admin panel where you’ll configure your template details.

Name of this Template

This is where you give your template a clear, descriptive name. It’s what users will see when browsing templates, so be specific and use naming that reflects its purpose or use case—like “Auto Dealership” or “Webinar Reminder.”

Category Selection

Here, you’ll assign your template to a category like “Automotive,” “Financial,” or “Creative.” This helps users quickly locate relevant templates by industry or purpose. You can select multiple categories if the template applies to more than one.

Customize Your Template Settings

Inside the Template Library Admin panel, you can personalize the way your email template appears for users who will access it. Here’s what you can do:

Template Name & Category: Give your template a clear name and assign it to the appropriate category (e.g., E-Commerce, SaaS, Newsletter).

Cover Photo: Upload a thumbnail or preview image to visually represent the template.

Tags: Add searchable tags that help users quickly find your template.

Short & Long Descriptions: Use the short description for a quick overview and the long description to detail use cases, content tips, or setup instructions.

Prerequisites (Optional): Mention any setup requirements—such as having an integrated email domain—needed before using the template.

Short Description: This is a quick summary that appears in the preview card of the Template Library. Use this space to explain the purpose of the template in one or two concise sentences. For example: “Perfect for automotive dealerships looking to promote limited-time offers via email.”

About this Template: Here you can add a longer, more detailed explanation. This section supports basic formatting, so you can include feature highlights, usage instructions, or best practice tips. Think of it as a mini overview that helps users decide how and when to use the template.

Publish or Save as Draft

When you’re finished customizing, Click “Make Public” to instantly make the template available to all subaccounts. You can also save it as a draft if you plan to come back and edit further before sharing it.