AssetMule allows you to organize your sales asset templates by the stages of your buyer’s journey, making it easier for your sales team to find the right assets to use at the right time and to provide your buyer’s with the content they need, when they need it.

You can assign a template a buyer’s journey stage when creating and editing templates by clicking on the Templates Settings icon.

Select the Stage you’d like to assign to the template.

Once assigned, you can filter templates by Stage from the Templates page.

You can also view all of your templates organized by stage by toggling to the Buyer’s Journey view on the Templates page.

You can also view AssetMule’s library of pre-designed templates from the Buyer’s Journey view and copy templates to your own library.

Any templates you copy will automatically inherit the stage from the AssetMule template, but you can change the stage in the Template Settings when editing that template.

Have any questions? Reach out via chat or email us at [email protected]. We’re here to help!