Template Library Visibility Control Support in Ad Manager: How Agencies Can Optimize Campaign Creation with HighLevel (Lead Connector)

Managing advertising campaigns efficiently is crucial for agencies, especially when coordinating multiple subaccounts and users. That’s why the recent update introducing Template Library Visibility Control Support in the HighLevel (Lead Connector) Ad Manager is a game-changer. In this comprehensive guide, we’ll explore what this feature means, how it simplifies campaign creation, and how agencies can leverage it to maintain strict control over their advertising templates.

This article is inspired by insights from HighLevel (Lead Connector), a powerful platform that helps agencies and marketers streamline their marketing efforts. For those looking to integrate robust tools into their business ecosystem, HighLevel (Lead Connector) is a perfect fit. It’s part of the all-in-one business ecosystem offered by GFunnel, designed to empower entrepreneurs and agencies alike.

Understanding Template Library Visibility Control in HighLevel (Lead Connector) Ad Manager

At its core, the new template library visibility control feature empowers agencies to control which users can access the template library within the Ad Manager. But what does this actually mean for your agency and your subaccount users?

Previously, all users might have had access to the entire template library when creating ad campaigns. This could cause confusion, inconsistency, or even unauthorized use of templates that agencies prefer to keep restricted. Now, with the visibility control, HighLevel (Lead Connector) respects agency-level permissions set on the template library. This means if an agency restricts access to certain templates or the entire library, subaccount users will no longer see those templates when creating campaigns.

Key Benefits of Template Library Visibility Control

• Customized User Experience: Subaccount users only see the templates they are permitted to access, creating a streamlined and less cluttered campaign creation process.
• Stronger Permission Enforcement: Agencies maintain strict control over who can view and use specific templates, preventing unauthorized usage.
• Simplified Workflow: If a user’s access to the template library is restricted, they bypass the template selection step entirely and start campaigns from scratch, making the process faster and more straightforward.
• Improved Agency Control: This feature aligns with agency policies and permissions, ensuring consistency and security across all subaccounts.

In other words, this update simplifies the ad creation journey for restricted users while giving agencies peace of mind that their templates are safeguarded.

How Template Library Visibility Control Works in Practice

Let’s break down the exact process and user experience changes introduced by this update:

1. Agency Sets Visibility Controls: At the agency level, administrators configure which subaccounts or users have access to the template library. This can involve restricting access to certain templates or disabling template visibility altogether.
2. User Access Checked at Campaign Creation: When a subaccount user logs into the Ad Manager to create a new campaign, HighLevel (Lead Connector) checks their permissions against the agency settings.
3. Template Selection Shown or Hidden: - If the user has access, they see the familiar template selection interface.
   - If access is restricted, the template library is hidden, and the user is presented with a “start from scratch” option instead.
4. Campaign Creation Flow Adjusted: The user chooses the campaign type and platform as usual, but the template step is skipped for restricted users, simplifying the flow.
5. Consistent Enforcement: The visibility controls are respected every time the user creates a campaign, ensuring ongoing compliance with agency rules.

Example Scenario

Imagine you are an agency managing several subaccounts for different clients or teams. You want to ensure that junior marketers or external contractors only use approved templates to maintain brand consistency and compliance with marketing guidelines. Using the template visibility control, you restrict their access to the library.

Now, when these users create a campaign in HighLevel (Lead Connector) Ad Manager, they will not see the full list of templates. Instead, they receive a simplified interface, allowing them to start fresh without the risk of selecting unapproved templates. This keeps your campaigns aligned with your agency’s standards and reduces the risk of errors.

Why This Update Matters for Agencies Using GFunnel and HighLevel (Lead Connector)

For agencies using HighLevel (Lead Connector) as part of the GFunnel ecosystem, this update offers tangible benefits that go beyond just ad management:

• Unified Ecosystem Control: GFunnel’s all-in-one platform integrates CRM, automation, funnels, and ads. This visibility control update complements GFunnel’s mission by giving agencies centralized control over marketing assets.
• Enhanced Security and Compliance: Agencies can enforce strict access rules, ensuring sensitive or proprietary templates are not misused.
• Streamlined User Experience: Subaccount users experience a cleaner, more intuitive interface tailored to their permissions, increasing efficiency and reducing errors.
• Scalable Agency Management: As agencies grow, managing template access across multiple teams and clients becomes easier and more automated.

Incorporating this feature into your GFunnel workflow means your marketing teams, contractors, or clients only interact with what they need, making campaign creation both easy and secure.

Step-by-Step Guide to Implementing Template Library Visibility Control in HighLevel (Lead Connector)

Implementing this feature is straightforward. Here’s a detailed walkthrough for agencies to set up and benefit from template visibility control:

1. Access Agency Settings

Log into your HighLevel (Lead Connector) agency account through GFunnel and navigate to the Ad Manager Settings. Here, you will find the controls for managing template library visibility.

2. Define Template Library Permissions

Within the settings, specify which subaccounts or user roles have access to the template library. You can:

• Allow full access to trusted users or teams.
• Restrict access for certain subaccounts or roles, hiding templates entirely.
• Assign access to select templates only, if the platform supports granular template permissions.

3. Save and Apply Settings

Once you have configured the visibility rules, save your changes. These settings immediately affect the user experience in the Ad Manager for all subaccounts.

4. Communicate Changes to Your Team

Inform your team or clients about the new campaign creation flow. Users with restricted access will notice the missing template library and the option to start campaigns from scratch.

5. Monitor and Adjust Permissions

As your agency grows or needs change, revisit the permissions settings to add or remove access. This flexibility ensures your campaigns stay secure and aligned with your agency’s policies.

How This Feature Fits into the Bigger Picture of Agency Marketing Automation

Template visibility control is one piece of a larger puzzle that agencies face: balancing user freedom with brand control. Agencies want to empower their teams to work efficiently, but they also need to safeguard brand messaging and marketing consistency.

HighLevel (Lead Connector) and GFunnel’s ecosystem address this by offering tools like:

• Marketing Automation to streamline repetitive tasks.
• Customer Relationship Management to keep client data organized and actionable.
• Sales Funnel Builders to optimize lead conversion.
• Ad Management with enhanced template controls for campaign consistency.

By integrating template visibility controls, agencies can confidently delegate campaign creation to subaccount users without sacrificing control over brand assets. This leads to better compliance, fewer errors, and a smoother overall marketing operation.

Practical Tips to Maximize the Benefits of Template Visibility Control

To get the most out of this feature, consider the following best practices:

1. Regularly Audit Template Access: Periodically review who has access to your template library to avoid unnecessary exposure.
2. Create Role-Based Access Levels: Use user roles to quickly assign template permissions based on job functions.
3. Keep Templates Updated and Approved: Maintain a library of templates that are brand-compliant and performance-tested.
4. Train Subaccount Users: Educate your team on the new campaign creation process, especially those with restricted access, so they understand how to start from scratch effectively.
5. Leverage GFunnel’s Ecosystem: Combine template visibility control with GFunnel’s other tools for automation and CRM to build a seamless marketing workflow.

Example: Training Subaccount Users to Start Campaigns from Scratch

When users cannot access templates, they will start campaigns from scratch. Make sure to provide them with clear guidelines on setting up campaign objectives, selecting platforms, and defining audience targeting. This ensures their campaigns remain effective even without pre-designed templates.

Integrating Template Visibility Control with GFunnel’s Business Ecosystem

GFunnel is designed to be an all-in-one business ecosystem that connects entrepreneurs, creators, and agencies with the tools they need to grow. Integrating HighLevel (Lead Connector) with GFunnel’s suite of tools helps you manage marketing campaigns, customer relationships, and sales funnels all in one place.

Here’s how template visibility control fits into your GFunnel-powered business:

• Centralized Campaign Management: Use the visibility controls in HighLevel (Lead Connector) to maintain campaign consistency across multiple teams within GFunnel.
• Improved Collaboration: GFunnel’s community and discussion features allow you to share best practices for campaign creation and template management.
• Automation Integration: Link your ad campaigns with GFunnel’s automation tools to trigger workflows based on campaign performance.
• Data-Driven Decisions: Combine ad data with GFunnel’s CRM insights to refine your marketing strategies continually.

To get started with GFunnel and HighLevel (Lead Connector), visit the Lead Connector page and explore how the platform can transform your agency’s marketing and sales efforts.

Frequently Asked Questions (FAQ)

What is template library visibility control in HighLevel (Lead Connector) Ad Manager?

It’s a feature that allows agencies to restrict or grant access to the ad template library for subaccount users, simplifying the campaign creation flow based on permissions.

How does this feature improve campaign creation?

By hiding templates from users who don’t have access, it reduces clutter, prevents unauthorized template use, and streamlines the process by letting users start campaigns from scratch.

Who benefits most from this feature?

Agencies managing multiple clients or teams with varying roles benefit greatly, as it helps enforce brand consistency and control.

Can I customize which templates certain users see?

Yes, agencies can set permissions at the agency level to control access to the entire template library or potentially specific templates, depending on platform capabilities.

How do I set up template visibility controls?

Agency administrators can configure these settings in the HighLevel (Lead Connector) Ad Manager under agency-level permissions.

What happens if a user’s template access is restricted?

They will not see the template selection screen and instead will start campaign creation from scratch, choosing the campaign type and platform directly.

How does this feature integrate with GFunnel?

As part of the GFunnel ecosystem, it enhances agency control over campaign assets while enabling seamless integration with CRM, automation, and funnel tools.

Conclusion

Template Library Visibility Control in HighLevel (Lead Connector) Ad Manager is a subtle but powerful update that helps agencies maintain control, simplify workflows, and ensure brand consistency across campaigns. By respecting agency-level permissions, it creates a tailored user experience that balances freedom and oversight perfectly.

Whether you’re managing a small team or a large agency, this feature combined with the broader GFunnel ecosystem can transform how you create and manage advertising campaigns. The ability to restrict template access not only protects your marketing assets but also streamlines operations and empowers your teams to focus on what matters most – delivering results.

Ready to take your agency’s ad management to the next level? Check out HighLevel (Lead Connector) today and discover the power of controlled, efficient, and effective campaign creation.