Creating and managing Qwilr templates

Templates are like "file copies" of pages. They're stored in your template library so you can use them to create new pages quickly and easily. They're great time-savers!

Note: If you're creating templates for use with HubSpot or Salesforce, please use these instructions instead.

Note: Only account admins can create new templates and edit existing ones. Creators can use existing templates to create new pages.

Creating templates

When you use this method, you're creating a template to use exclusively in Qwilr. (Using your template with a CRM? See our guide.)

To convert an existing Qwilr Page to a template, open the page and head to its top right corner. Click the Convert to Template icon.

Using templates

Once you've converted a Qwilr Page to a template, it leaves your dashboard. You'll now find it in your template library. 

To go to your library, click the Create New button on your dashboard. Then choose From Template.

You'll now be in the template library. The sidebar will list all the templates you've converted previously. Locate your template, and then click on it to open it in the preview window.

From there, click the Create Page button.

How do I edit templates?

To edit a template, head into your template library. Select the template, head to the top right corner, and click the Edit button.

Note: Creators on your account can edit any template they've been granted access to. Account admins can edit all templates in the account.

Cloning a template

Sometimes it's helpful to use one template as a quick starting point for another one. That's where cloning comes in handy!

To clone an existing template, head into your template library. Choose a template, head to the top right corner, and click the Clone button.

The clone will appear in the sidebar. Click the Edit button to change its title and any other content.

Changing a template back to a page

You can change a template back to a regular Qwilr Page at any time. 

First, head to your template library. Choose a template, and click the Edit button in the top right corner.

When you have the template open for editing, click on the More Actions icon (3 dots) in the top right corner. Choose Remove from Templates.

This changes the template back to a page, and you'll find it on your dashboard.

What's Next?

How about adding some tokens to your template, so you can easily personalize the pages you create?