How to Add Custom Templates to the Template Library in GoHighLevel

If your team is used to documenting processes in tools like ClickUp and you want a similar structured approach for GoHighLevel, this guide will walk you through adding custom templates to the template library using a simple internal form and automation workflow.

By the end of this article, you will know exactly how to submit template details, route requests for approval, and publish new assets into your GoHighLevel template library.

Overview: Template Submission in GoHighLevel

The process to add custom templates into the template library relies on three key components:

• An internal form where team members submit template information.
• An automation that triggers when the form is submitted.
• A review and publishing process to add the asset into the GoHighLevel template library.

This workflow helps you keep a consistent structure for templates and ensures only approved assets are added to your GoHighLevel account.

Step 1: Open the Official GoHighLevel Template Guide

To make sure you are following the correct, up-to-date procedure, start by reviewing the official documentation from the platform itself.

1. Open your browser.
2. Go to the official help article here: Add Custom Templates to Template Library.
3. Keep that GoHighLevel article open in another tab as a reference while you follow this step-by-step how-to.

This ensures your process aligns with the current platform capabilities and any recent interface updates in GoHighLevel.

Step 2: Understand the Internal Template Form in GoHighLevel

The core of this setup is an internal form used to collect structured information about each new template. While the exact fields in your account may vary, the typical form for GoHighLevel templates includes:

• Template name
• Template type (for example: email, funnel, website, workflow, automation)
• Description or use case
• Category or folder name
• Owner or submitted by
• Link or reference to the asset draft, if applicable

This internal form acts as the single source of truth for template metadata before it is added into the GoHighLevel template library.

Step 3: Access the Template Submission Form in GoHighLevel

Once you know the purpose of the internal form, the next step is to access and use it correctly.

1. Log in to your GoHighLevel account.
2. Navigate to the section where your team stores internal forms (this may be under Forms, Funnels, or a dedicated internal workspace depending on your setup).
3. Locate the form labeled for template submission or template requests.
4. Open the form and review all fields so you understand what information is required for each new template.

Make sure each team member who will submit templates knows where this form is located in GoHighLevel.

Step 4: Submit a New Template Request in GoHighLevel

After you locate the internal form, you can start submitting template requests that will feed into the GoHighLevel template library.

1. Open the internal template form.
2. Enter a clear, descriptive template name.
3. Select the appropriate template type.
4. Provide a concise description, including the primary use case and target audience.
5. Choose or type in the category where this template should live in GoHighLevel.
6. Add your name or the responsible team member as the owner.
7. If available, paste a link to the draft asset (for example, a funnel, email, or automation you already built in GoHighLevel).
8. Review all information to ensure accuracy and completeness.
9. Click Submit to send the request.

Submitting complete and accurate information reduces back-and-forth during the review process and speeds up publishing to the template library.

Step 5: Trigger the Automation Workflow in GoHighLevel

When the internal form is submitted, an automation workflow in GoHighLevel typically handles routing, notifications, and status tracking.

How the GoHighLevel Automation Usually Works

• Trigger: The workflow starts when the internal template form is submitted.
• Assignment: The request is assigned to a reviewer or specific team responsible for managing templates.
• Notifications: Internal notifications or emails are sent to let reviewers know a new template is waiting.
• Status update: The request may be moved into a pipeline stage such as “Submitted,” “In Review,” or “Approved.”

Check how your own GoHighLevel account is configured so you know who reviews template requests and what statuses are used.

Managing Template Review in GoHighLevel

Within the automation and pipeline, the reviewer will typically:

• Open the submitted request record.
• Check all form fields for clarity and completeness.
• Open the linked asset draft in GoHighLevel (for example, the funnel or email).
• Confirm that naming conventions, branding, and structure match your internal standards.
• Update the status of the template request (Approved, Revisions Needed, or Rejected).

This review process ensures consistency across all templates added to the GoHighLevel library.

Step 6: Publish the Template to the GoHighLevel Library

Once a template request is approved, the final step is publishing it into the template library so it can be reused across accounts or locations.

Typical Publishing Steps in GoHighLevel

1. Open the approved template asset in your GoHighLevel account.
2. Verify that all sections, content, and settings are correct.
3. Use the platform’s option to save or add the asset as a template in the library.
4. Assign the correct template category and a clear, identifiable name.
5. Optionally, add tags or internal notes for easier search and filtering.

Depending on your permissions and account level, you may be able to make the template available to specific sub-accounts or across the broader GoHighLevel ecosystem.

Best Practices for Managing GoHighLevel Templates

To keep your template library organized and useful, follow these best practices:

• Standardize naming conventions: Include asset type, funnel stage, and target audience in the name.
• Use clear categories: Group templates by function, industry, or funnel stage for faster discovery.
• Document use cases: In the description, explain exactly when and how the template should be used inside GoHighLevel.
• Review regularly: Schedule periodic audits to archive outdated templates and refresh top performers.
• Train your team: Make sure every team member knows how to submit new templates through the internal form and how to locate approved assets.

Additional Resources for Optimizing GoHighLevel

For strategic help implementing and scaling systems around your template workflows, you can explore consulting and implementation resources at Consultevo. Combining operational processes with a structured internal form and automation in GoHighLevel will keep your template library both scalable and easy to manage.

Always reference the official documentation at this GoHighLevel help article for the most accurate interface details and updated features for adding custom templates.

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