JOBVIZER CRM TUTORIAL

TEMPLATE LIBRARY

Who Benefits from the Template Library?

Small Business Owners: Create professional marketing materials without hiring a designer.

Marketing Agencies: Save time by utilizing pre-designed templates for client projects.

Freelancers: Offer marketing services without extensive design skills.

Corporate Marketing Teams: Streamline design processes and maintain brand consistency.

Advantages of Using the Template Library

Time and Effort Savings: Access pre-designed templates to expedite the creation of marketing materials.

High-Quality Designs: Utilize templates featuring premium stock images and content for a consistent brand image.

User-Friendly Interface: Easily filter and preview templates to find those that meet your business needs.

Customization: Modify templates to align with your brand by adjusting images, colors, and content.

Cost-Effective: Avoid the expenses associated with custom designs or hiring designers.

Accessibility: Available to all users without additional fees or subscriptions.

Funnels and Websites Template Library

Go to your sub-account.

Navigate to Sites > Funnels (or Websites).

Click on New Funnel (or New Website).

Choose Go to Template Library.

Browse and select a template that fits your business needs.

Documents and Contracts Template Library

Navigate to the Documents tab.

Select Create New and access the Template Library.

Upload or customize a contract template.

Form Template Library

Navigate to Sites > Forms > Builder > Add Form > From Template

Survey Template Library

Navigate to Sites > Surveys > Builder > Add Survey > From Template

Social Planner Template Library

In your sub-account, go to Marketing > Social Planner.

Click the + New Post button.

Select Choose Social Planner Templates.

Review and select a template.

Customize and schedule your posts accordingly.

Tip: Use the Type filter to quickly find the right Social Planner format (for example, Post or Story/Reel).

Ads Manager Template Library

Navigate to Marketing > Ads Manager.

Click on Create Ad and select a template from the library.

Preview and customize the ad for your specific objectives.

Email Builder Template Library

Within your sub-account, navigate to Marketing > Emails > Templates.

Click the + New button to create an email template.

Select Template Library.

Browse and choose a suitable template.

Customize the template to match your branding.