• For the Actionera Marketing Portal
  • Not for the Creator Portal


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.


How It Works:

  1. Navigate to Template Library - Admin.
  2. Click "Create" at the top right.
  3. Choose the sub-account, product, and template name.
  4. Click "Continue" to preview the template thumbnail. Click on the thumbnail to see the entire preview in a different screen
  5. Rename the template if needed.
  6. Click "Create" to finalize.
  7. Update details like description and categories.
  8. Choose to Publish or Save as draft.