---
title: "Create a Destination template"
url: "https://help.emlen.io/en/article/create-a-destination-template"
language: "en"
last_updated: "2025-08-28T10:59:20.810Z"
---

# Create a Destination template

Creating Destinations is quicker and more consistent when you use a template. To create a template, follow these steps:

**1\. In the** [**template manager**](https://app.emlen.io/template_manager)**, click on "Create template"**

**2\. Select the content items you want to include from the left side**

**3\. Create folders and drag the selected items into them**

![](https://cdn-assets.productfruits.com/38be3b40-64e9-4ef8-94a1-3dedfdeb49be)

**4\. Add a welcome page** - make it generic (no buyer logo or customer names at this stage, generic welcome video; customization will come later)

![](https://cdn-assets.productfruits.com/cd8d7416-ca61-45b5-a14f-a920a09a1d6d)

**5\. Open “Advanced settings” on the right and adjust the following:**

Access: It is recommended to set to "Contact tracking"

-   Guest access: Visitors can enter without verification, but you won’t get analytics on contact level (only guest visits)
-   Contact tracking (recommended): Visitors must enter their email to access the Destination, allowing for contact-level analytics
-   Only invited contacts: Only those you’ve added can enter

Collaboration: set these features as desired

-   Mutual action plan: Collaborate on a To-Do list
-   Chat: Directly chat with your buyers in the Destination
-   Calls: Enable video calls from the chat
-   Pin-a-comment: Exchange comments on PDFs
-   More actions: Add or customize Call-to-Action links
-   Invite button: Visitors can invite others

Content

-   Content upload: Customers can upload files.
-   Content download: Specify which files can be downloaded.
-   Content reviews: Customers can rate shared content. 

![](https://cdn-assets.productfruits.com/c467e4a0-9879-4d0b-93ad-959c3f79e9ae)

**6\. Close the "Advanced settings" page and click "Save the template"**