How to add SmartLink Template?

This guide walks Admin and Manager users through the process of adding and managing SmartLink Templates — reusable files that can be shared with prospects via SmartLink in OP.

Step 1: Access SmartLink Template Settings

• Log in to your Outperform account (Web version).
• Click on Settings button on top right.
• Select SmartLink Template Setting from the left-hand

Step 2: Add a New SmartLink Template

• Click on the Add SmartLink Template button.

Step 3: Fill in Template Details

• Enter a Title for the SmartLink template.
• Upload File:
  • Click to add a file or browse from your computer.

Step 4: Submit the Template

• Click the Submit button to save the SmartLink template.

Step 5: View Your Template

• Once submitted, the new template will appear on the SmartLink Template page.
• You can view, manage, or update it from this list.

Done!

You’ve successfully added a new SmartLink template.

✅ Pro Tips

• Use clear and consistent naming conventions for your template titles.
• Keep uploaded files under recommended size limits for faster loading.
• Regularly review and update templates to keep your content relevant and accurate.