Creating & managing Qwilr templates

If you need to make similar pages in Qwilr frequently, consider creating a template. You can use it to generate more pages quickly and easily.

Note: If you're creating templates for use with a CRM, like 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 if they've been granted access.

Creating templates

When you use this method, you're creating a template to use exclusively in Qwilr. (Need a different kind of template? See our guide.)

To convert an existing Qwilr Page to a template, open the page and click the Page Options dropdown (three dots). Click the first option, Convert to Template.

Using templates

Once a Qwilr page has been converted to a template, you'll find it in your template library. From the dashboard, click the Templates button.

You'll now be in the template library. Use the dropdown menu at the top left to select My Templates. Locate your template, and then click the Use Template button to start a new page.

How do I edit templates?

To edit a template, navigate to My Templates in your template library, select the template, and click the Edit Template button at the top right.

How do I remove a template?

To remove a template from your library, click the Edit Template button. That will open the template in your page editor. Then click the Page Options icon (three dots), and choose Remove from Templates. This will revert the template to a regular Qwilr Page, and it will show up on your dashboard. 

Note: If you're creating a template to use with a CRM, like HubSpot and Salesforce, the process for removing a template is different. Please contact us for help.

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