How To Create a Private Template

Overview

If you're an Admin or Ops, you might take the time to create the "right” templates for your company. But, if you're a rep, you probably want to use Align right away for your deals and save the templates that work best for your deals without waiting for the Admin and Ops teams to create templates for you. 

Private Templates allow Sellers (aka Reps and other user's on the selling team) to create, edit, and save Align templates to make updates and interactions to the perfect plan or plans for their customers and prospects.

Admins can also create Private Templates and save them before making them available to the whole team. And, admins can view Seller Private Templates, duplicate them, and then save them as Team Templates.

Why Use Private Templates?

Reps can templatize best practices when running longer deal cycles that require a mutual action plan.

Admins can observe and learn what templates the most high-performing reps create and either promote those to public templates for the team to use or duplicate those templates for the entire team to use.

Managers can get teams onboarded onto Align quickly with their templates and require they incorporate Align and Mutual Action Plans as a best practice ASAP 🏎️ —without waiting on the admins to create a usable template.

How to Create a Private Template

Here's how reps and others on the selling team can create a private template: 
 

1. Open the plan you want to use as a template
2. Click Save MAP as Template on the right side of the plan (see below)
3. Make a Template Name and Description
4. Save Template

The Private Template will be available the next time a Seller enters Plan Creation.

Note: Private Templates saved by users will only be visible to the user that created the template—plus any admins.
 

Your new template will show up under the Templates tab: 




 

 

Edit Templates

Here's how reps and others on the selling team can edit a private template: 

 

1. Open the user menu in the top right of the screen
2. Click MAP Templates
3. Select Private Template to edit
4. Duplicate Team or Private Templates
5. Delete Private Templates

Note: Sellers can view Team Templates created by admins but can't edit or delete them.

 

 

Template Management

Admins can create and manage Templates with a few updates to Template Management. Check out these steps below (and the images, too 😉). 

Note: Admins can access all seller-created Private Templates, and they can access admin-created Team Templates. Admins can also duplicate Private Templates made by sellers and save them as Team Templates or convert Private Templates to Team Templates. 

 

1. Save a Plan as a Private or a Team Template



2. Click MAP Templates

3. Filter by All Types, Private, Team, and Owned by Me

4. Select Private or Team Template to edit

4. Duplicate or Delete Team or Private Templates