Template Sharing

JourneyFuse templates can be shared at three visibility levels — Private, Agency, or Community. This applies to itinerary templates, resource guides, forms, and email templates.

Visibility Levels

Level	Who can see it	Use case
Private	Only your workspace	Personal templates, client-specific content
Agency	All workspaces in your agency	Reusable templates for your team
Community	All JourneyFuse users	Sharing with the broader advisor community

When you share at the Community level, your template goes through an admin review before appearing publicly.

Sharing a Template

When saving or sharing a template, you'll see a visibility picker with three options: Private, Agency, and Community. Select the level you want and save.

The share dialog appears in:

• Itinerary template save dialogs
• Resource guide share actions
• Form template sharing
• Email template sharing

Browsing Templates

Go to Templates → Gallery to browse available templates. The gallery is organized into three sections:

• My Templates — templates you created (any visibility level)
• Agency — templates shared at the agency level by your team
• Community — public templates from other JourneyFuse users

Searching and Filtering

Use the search bar to find templates by name. Filter by type using the tabs: All, Forms, Email Templates, Itineraries, or Resource Guides.

Template Cards

Each template card shows:

• Name and type (with a colored badge)
• Description
• Clone count (how many people have used it)
• Author name

Cloning a Template

To use someone else's template, click Clone. This creates a private copy in your workspace that you can customize. The original template's clone count increases by one.

Previewing Templates

Click any template card to preview its contents before cloning. The preview shows structured details relevant to the template type — field counts for forms, destinations for itineraries, subject lines for email packs, etc.