How to Categorise Templates in GoHighLevel
If you sell templates in ClickUp, other SaaS platforms, or directly in the GoHighLevel marketplace, correct categorisation is essential so users can quickly find and use your work. This how-to guide walks you step by step through the official template categorisation guidelines so that every listing is clear, consistent, and easy to search.
The instructions below are based on the official GoHighLevel documentation and focus on what to select in each category, how to avoid common mistakes, and how to keep your marketplace presence clean and user-friendly.
Understanding the GoHighLevel Template Categories
When you submit or edit a marketplace template in GoHighLevel, you must choose values in several category fields. These fields control where your template appears in search, filters, and collections inside the marketplace.
The core category fields are:
- Template Sensitivity
- Related Industry
- Related Niche
- Language
- Communication Channel
- Template Type
- Platform
- AI-Tailored Content
- Supported Product
Filling these fields correctly keeps the marketplace organised and ensures that users can filter for the most relevant templates based on their business, use case, and tools.
Step 1: Set Template Sensitivity in GoHighLevel
The Template Sensitivity field helps users understand whether your template touches sensitive or regulated content. You must choose one of the following options:
- Standard Template – Use this for most general-use templates with no special compliance or sensitivity concerns.
- Explicit – Use this when your content includes explicit or adult material.
- Sensitive – Use this for topics that may be controversial, regulated, or require extra caution.
- Medical – Use this for health, clinical, or medical-related templates.
- Finance – Use this for banking, investing, tax, or financial-service content.
Choose the option that best matches the overall nature of the template. When in doubt, lean toward the more specific sensitive category if compliance may be involved.
Step 2: Choose the Related Industry in GoHighLevel
The Related Industry field identifies which broad sector your template serves. Examples include, but are not limited to:
- Real Estate
- Health & Wellness
- Finance
- Education
- E-commerce
- Automotive
- Hospitality
Pick the single industry that best matches your ideal user. If your template can be used across many sectors, select the industry where it will be most effective or where your description and examples are focused.
Step 3: Select the Related Niche in GoHighLevel
The Related Niche adds a finer level of detail under the broader industry. This helps users searching for very specific use cases. For example:
- Within Real Estate: residential agents, commercial brokers, property management
- Within Health & Wellness: gyms, yoga studios, chiropractors
- Within Finance: insurance agents, mortgage brokers, financial advisors
Only choose a niche that clearly matches the content and examples in your template. Correct niche selection makes your template appear in the right filtered searches.
Step 4: Define the Language of Your GoHighLevel Template
The Language field tells users which language the buyer will see in the template content. Select the actual language of your:
- Copy and prompts
- Pipeline names
- Workflow and automation text
- Form and survey labels
If you provide multiple languages, choose the primary one and clearly describe other languages in your template description.
Step 5: Set the Communication Channel in GoHighLevel
The Communication Channel field identifies how your template connects with leads or customers. Common options include:
- SMS
- Phone
- Social media
- Website chat or web forms
Pick the channel or channels that your automations and assets actually use. For example:
- If your template is a complete SMS follow-up sequence for leads, choose SMS.
- If your template includes an email nurture series plus a sales call pipeline, select Email and Phone.
Avoid selecting channels that are not directly used or pre-configured inside the template package.
Step 6: Choose the Template Type for GoHighLevel
The Template Type describes what kind of asset the user is getting. Some common types are:
- Workflow or automation templates
- Snapshot templates
- Funnels or website templates
- Form and survey templates
- Pipeline or CRM layout templates
- Copy or content prompt packs
Match the type to the main value of the template. If you include multiple assets (for example, workflows, funnels, and emails), consider which is the core driver of results and choose that as the Template Type.
Step 7: Set the Platform in GoHighLevel
The Platform field tells buyers where the template is meant to be used. In this context, it will typically be set to the GoHighLevel environment itself, but some templates can reference other connected tools.
Use this field to clarify whether the template:
- Runs entirely inside the GoHighLevel platform
- Integrates GoHighLevel with other systems via webhooks or third-party apps
Always ensure that the selected platform matches the implementation instructions in your listing.
Step 8: Mark AI-Tailored Content for GoHighLevel
The AI-Tailored Content field indicates whether your template is specifically designed for AI tools supported by GoHighLevel. This could include:
- Prompt frameworks preconfigured for AI assistants
- AI-ready email or SMS copy blocks
- Automations that use AI for routing, classification, or reply suggestions
If the template is built with AI usage in mind, mark it as AI-tailored. If it simply contains standard content that could later be edited by AI, leave this field as not AI-specific.
Step 9: Select the Supported Product in GoHighLevel
The Supported Product field clarifies which part of the GoHighLevel ecosystem your template is built for. Examples of supported products include:
- Core CRM and Pipelines
- Funnels & Websites
- Workflows and Automations
- Reputation Management
- Conversations and Messaging
Choose the product or feature set that your template directly configures. This helps users who are browsing by product area instead of searching by keyword.
Best Practices for GoHighLevel Template Categorisation
Beyond filling each field, follow these best practices to keep your listings clean and discoverable:
- Be accurate, not aspirational. Choose categories that match what is actually in the template today, not what you plan to add later.
- Avoid broad catch-all selections. Narrow and precise categorisation improves search relevance.
- Align categories with your description. Make sure your written description, screenshots, and chosen categories all tell the same story.
- Update categories as your template evolves. If you add new modules or industries, revisit the marketplace listing to keep it accurate.
Where to Learn More About GoHighLevel Guidelines
For the full official rules and ongoing updates to template categorisation, always refer to the original documentation provided by the platform. You can review the source guidelines here: GoHighLevel Template Categorisation Guidelines.
If you want strategic help implementing these best practices across multiple templates or setting up a complete marketing system, you can also consult experts at Consultevo.
Summary: Clean Marketplace Listings in GoHighLevel
Accurate template categorisation in GoHighLevel ensures that users can filter by sensitivity, industry, language, channels, and product areas to find exactly what they need. By carefully filling in Template Sensitivity, Related Industry, Related Niche, Language, Communication Channel, Template Type, Platform, AI-Tailored Content, and Supported Product, you keep the marketplace organised and make your templates easier to discover and adopt.
Apply these steps to every new or existing listing and revisit your categories any time you significantly update or expand a template’s scope.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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