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Page Templates

Eduardo Duarte
  • Updated
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Account Settings


In this article, we will cover how to create personal page templates. When building a funnel, you may find it useful to use the exact same design used in a page from another funnel. Good news! It is possible to save pages as personal page templates. This will allow you to utilize the same page design on other funnels saving you time in building new pages or funnels.

 

By the end of this document, you should be able to answer:

  • How do I create a template out of a page?

  • Where can I find my saved page templates?

  • How can I enable or disable my saved page templates?

  • How can I edit my saved page template?

  • WIs my template always associated with the page I used to create it?

  • How can I use my template in a funnel?

 

Prior to getting started, you will need to have the following:

 

Please watch the video below, in full screen:

 


How to save a page as a personal template:

 

Saved templates are always associated with the original page used to create them. If you need to make a change you can do so on the original page and the saved template will automatically update to show the new version of the page.

 

1. Click on EDIT PAGE to open the page that you wish to save as a template.

 

CS-SCS-Page_Templates-Page_Editor.jpg

 

 

2. Hover over SETTINGS and click on GENERAL.

 

Settings_General_menu.png

 

 

3. Click on Save Page as Template.

 

CS-SCS-Page_Templates-Save_Page_As_Template.jpg

 

 

4. Set the name for your template and click Create Template.

 

CS-SCS-Page_Templates-Save_as_Page_Template.jpg

 

Important Note: When saving a page as a template, please keep in mind that the template will only be available when creating the same type of page in a funnel.

 

For example:

If you’ve saved an optin page template, it can only be used when creating a new optin step.

 

 

 

Finding my saved page templates:

1. Hover over the main menu and click on Account Settings.

 

CS-SCS-Notifications-Account_Settings.jpg

 

 

2. On the left side click on Page Templates.

 

CS-SCS-Page_Templates-Page_Templates_Under_Account_Settings.jpg

 

 

3. Locate the desired template.

 

CS-SCS-Page_Templates-Manage_Custom_Page_Templates.jpg

 

 

 

How to use my saved page templates:

1. Open the funnel where the new funnel step will be added.

 

 

 

2. Click on + ADD NEW STEP.

 

CS-SCS-Creating_a_New_Funnel_Step-_Add_Step.jpg

 

 

3. Add the Name Of Funnel Step.

 

CS-SCS-Adding_a_Step_to_Funnel-_Name_step.jpg

 

 

4. Toggle Show In Funnel? to YES if you want the new step to be added to your funnel flow/sequence. Set it to NO if you don’t want the new step added to your funnel flow but instead added to your Other Funnel Steps section.

 

CS-SCS-Page_Templates-_Show_in_Funnel-Yes.jpg

 

CS-SCS-Page_Templates-Show_in_Funnel-No.jpg

 

 

5. (Optional) Add an ending Path for your funnel step.

 

CS-SCS-Page_Template-Path.jpg

 

 

6. Click on Create Funnel Step.

 

CS-SCS-Page_Templates-Create_Funnel_Step.jpg

 

 

7. Navigate to the page type that your template belongs to.

 

CS_SCS_Page_Templates_-_Top_Bar_Page_Type.jpeg

 

 

8. Click on SHOW ONLY MY TEMPLATES to filter the available templates.

 

CS-SCS-Page_Templates-Show_Only_My_Templates.jpg

 

 

9. Hover over the desired template and click on + Select Template.

 

CS-SCS-Page_Templates-Select_Template.jpg

 

 

 

How to enable or disable personal page templates:

1. Hover over the page template thumbnail and click on Edit Template.

 

CS-SCS-Screenshots-_Page_Templates-Edit_Template.jpg

 

 

2. You can change the name of the template and apply specific tags for filtering purposes.

 

CS-SCS-Page_Templates-Editing_Page_Template.jpg

 

 

3. Check the Enable? box if you would like the template to appear as an option when creating a new funnel step.

 

CS-SCS-Page_Templates-_Enable_Button.jpg

 

 

4. Leave the Enable? box unchecked if you would not like the template to appear as an option when creating a new funnel step.

 

CS-SCS-Page_Templates-Unchecked_Button.jpg

 

 

5. Click Update Page template.

 

CS-SCS-Page_Templates-Update_Page_Template_Button.jpg

 

 

 

How to edit personal templates:

1. Hover over the main menu and click on Account Settings.

 

CS-SCS-Notifications-Account_Settings.jpg

 

 

2. On the left side click on Page Templates.

 

CS-SCS-Page_Templates-Page_Templates_Under_Account_Settings.jpg

 

 

3. Locate the desired template.

 

CS-SCS-Page_Templates-Manage_Custom_Page_Templates.jpg

 

 

4. Hover over the page template thumbnail and click on Edit Template.

 

CS-SCS-Screenshots-_Page_Templates-Edit_Template.jpg

 

 

5. Hover over the image and click on Edit.

 

CS-SCS-Page_Templates-Editing_Page_Template_-_Edit_Button_Hover.jpg

 

 

6. Edit the page as required and click SAVE.

 

CS_SCS_-_Affiliate_Area_-_Create_Custom_Affiliate_Links_Save_Button.jpg

 

 

Here are the key takeaways for this document:

  • Creating a page template is a great way to speed up your funnel building when you are using the same design over and over.

  • A saved template is not a stand-alone file. Meaning it will always reference the original file.

  • Saved templates are always associated with the original page used to create them. If you need to make a change you can do so on the original page and the saved template will automatically update to show the new version of the page.

  • When selecting the pre-built template you want to use for your page, you can navigate to the page type your template belongs and find it. You can also click the “Show Only My Templates” button to make it easier to find your template.

 

 

 If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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