Set Up Templates and Themes

The Template Library gives you instant access to professionally designed funnels, websites, emails, workflows, and more. Instead of building from scratch, you can import a complete template and customize it to match your brand in minutes. This guide walks you through browsing the library, importing your first template, and applying a consistent theme across your pages.

Prerequisites

• Active GoHighLevel sub-account with access to Sites, Marketing, or Automation sections (depending on template type)
• For workflow templates: Basic familiarity with the Workflow Builder
• For custom template uploads: Agency Admin role and the $497/month Pro plan

Browse the Template Library

The Template Library is organized by product area. Each section of the platform has its own entry point into the library, and you only see templates relevant to that product.

Navigate to the product area where you want to use a template. For funnels and websites, go to Sites, then click Funnels or Websites. Click New Funnel or New Website, then select Go to Template Library. For email templates, navigate to Marketing > Emails > Templates, click + New, and choose Template Library. For workflows, go to Automation > Workflows and select a template when creating a new workflow. For forms and surveys, navigate to Sites > Forms or Sites > Surveys, then click Builder > Add Form or Add Survey > From Template.

Once inside the library, use the category filters to narrow results by industry or use case. Common categories include Real Estate, Fitness, Agency, E-Commerce, and more. Use the search bar to find templates by keyword, name, or description.

Click on any template card to open a full preview. The preview shows the complete layout, design, images, and content structure so you can evaluate fit before importing. Take time to preview several options before committing to one.

Import Your First Template

When you find a template that matches your needs, click the Import or Use Template button in the preview window. The template is copied into your account as a new asset (funnel, website, email, or workflow). The import process takes a few seconds.

After import, the platform automatically opens the asset in the appropriate builder. For funnels and websites, you land in the page builder. For emails, you open the Email Builder. For workflows, you see the Workflow Builder canvas with all triggers and actions already configured.

The imported template is now a fully independent copy. Any changes you make will not affect the original library version or other accounts using the same template.

Customize Your Imported Template

Start by replacing placeholder content with your own brand assets. Upload your logo, swap out stock photos for your own images, and rewrite headlines and body text to match your voice and offer.

Update the color palette to match your brand guidelines. Open the Design panel (for funnels and websites) or the styling settings (for emails and forms) and adjust the primary and secondary colors. Change font families and sizes to align with your brand typography.

For funnels and websites, connect forms to your CRM fields. Open each form element, verify the field mappings under Form Settings, and ensure contact information flows into the correct custom fields.

Update automation triggers and actions. If the template includes workflow integrations (like sending a confirmation email or assigning a pipeline stage), verify these are configured correctly for your account. Replace any placeholder email templates or SMS messages with your own content.

Set up your custom domain under Settings > Domains so the funnel or website publishes to your branded URL. Configure SEO meta titles, descriptions, and Open Graph tags for each page to improve search visibility and social sharing.

Apply a Consistent Theme

Themes control the global visual styling of your funnels and websites. A theme defines default fonts, colors, button styles, and spacing used across all pages within a funnel or website.

Open your funnel or website in the page builder. Navigate to the Design or Theme settings panel (usually in the top toolbar or right sidebar). Choose from available theme presets or create a custom theme.

If creating a custom theme, configure your primary and secondary colors first. These colors apply to buttons, links, and accent elements across all pages. Set your font family and sizes for headings and body text. Define default button styles including shape, color, padding, and hover effects. Adjust section spacing to control padding and margins between content sections.

Changes to the theme apply globally across all pages in that funnel or website. This ensures every page feels cohesive, even when you mix and match template sections or add new pages from scratch.

Click Save or Apply Theme to lock in your changes.

Publish and Test Your Template

Before going live, preview your customized template on multiple devices. Use the Preview button in the page builder to see how the design renders on desktop, tablet, and mobile. Most templates are responsive by default, but custom changes can sometimes break the mobile layout.

Verify that all links work correctly. Click through navigation menus, buttons, and internal links to ensure nothing leads to a broken page or external placeholder URL.

Test all forms by submitting a real entry. Navigate to Contacts and confirm the test contact was created with the correct information. If the template includes workflow triggers, verify that automated actions fired correctly (check your email, SMS inbox, or workflow logs under Automations > Workflows).

Once everything is tested and verified, publish your funnel or website. Navigate to the Settings tab and toggle the Published status to On. Your customized template is now live and accessible at your custom domain.

Test Your Setup

Open your published funnel or website URL in a private browser window to see the page as visitors will see it. Verify that the design, colors, fonts, and images match your brand and that no placeholder content remains.

Submit a test form entry using a real email address and phone number. Navigate to Conversations and Contacts to confirm the entry was captured correctly.

Check that any automated workflows tied to the template triggered as expected. Review workflow logs under Automations > Workflows to confirm actions completed successfully.

For email templates, send a test email to yourself and check how it renders in different email clients (Gmail, Outlook, Apple Mail). Verify that personalization tokens populate correctly and that all links work.

Next Steps

Now that you have imported and customized your first template, consider these enhancements:

• Create custom templates for your agency. If you are on the Pro plan, upload your best-performing funnels, emails, and workflows to the Template Library so your sub-accounts can use them. Learn more at Templates and Themes Guide.
• Use Snapshots to replicate entire account configurations across new sub-accounts. Snapshots capture all funnels, workflows, pipelines, calendars, and settings in one package.
• Explore workflow templates under Automations > Workflows to automate lead nurture sequences, appointment reminders, review requests, and re-engagement campaigns. Learn more at Workflow Builder.
• Import social media templates from the Social Planner library to maintain a consistent posting schedule. Navigate to Marketing > Social Planner, click + New Post, and browse the template library.
• Customize email templates for different campaign types. Create separate templates for newsletters, promotions, event invitations, and onboarding sequences. Learn more at Email Templates.

For more details on advanced template strategies and custom theme configuration, read the full Templates and Themes Guide.