Disclaimer: Our templates include a privacy policy and terms & conditions. We are NOT legal professionals. The content in our templates and training material is NOT to be taken as legal advice. We recommend that you consult with an attorney.

Account Setup & Configuration

complete

Step 1

Select Starter Template

(this is something you only do once)

Click here to select

Step 2

Import Personalizations

(this is something you only do once)

If you previously filled out setup questions, click this button to import your answers. (You can customize more afterward.)

Step 3

Business Info

Name, tagline, professional title, business name info, and contact info.

complete

Step 4

Customize Logo & Colors

Square profile picture, logo files, brand colors, and website background image.

Step 6

Customize Website & Lead Magnet

Customize your website headline, text, mini bio, lead magnet & CTAs (calls to action)

Step 7

Submit for A2P Approval

to Send SMS Messages

Step 8

The "Switch"

Turn Features ON & OFF

HOW TO USE TEMPLATES

Follow the step-by-step guide below to properly use templates.

Once your account setup (above) is complete, we recommend starting with the templates and making edits as you go!

Important: Do NOT edit any templates directly. Always duplicate the template, drag it to the "Active" folder, then edit it.

Step-by-step guide for templates

1. Click the 3 dots (â‹®) on the right of template item.

2. Duplicate the item.

For a funnel or website template:

a. Click the 3 dots (â‹®)

b. Click "Clone"

c. Rename to "ACTIVE"

d. Click "Move To Folder"

e. Move to "Active" folder

For a workflow template:

a. Click the 3 dots (â‹®)

a. Click "Clone"

c. Rename to "ACTIVE"

d. Click "Move To Folder"

e. Click the "back" button

f. Move to "Active" folder

3. Edit the item in the "Active" folder, then publish!

Important: Do NOT Edit Any Templates dDirectly.

You must clone/duplicate the template, drag it to the "Active" folder, then edit it.

"Why can't I edit templates directly?" Because they will get overwritten. We are constantly making improvements to templates to help you in your business. When we release new updates, we always push those updates directly to the existing templates. This completely overwrites the content in those templates with the new version.

I repeat, Do NOT Edit Templates Directly!

If you do this, the next time we push out an update, all of your edits template edits will get overwritten by the new version. You will lose progress and will have to start over from scratch.

Please follow the step-by-step process above: Clone/duplicate templates, then move them to the "Active" folder, edit, and publish!