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.