Power User and Productivity
Publishing to the Marketplace
Take a great template, make it public, and turn it into a shareable preview link plus a Marketplace listing.
When a Playbook Template gets good — when you've used it a few times, refined it, themed it, written its prep questions for clarity — there's value in showing it. Sometimes inside the company. Sometimes externally, as a credibility piece for prospective customers. Sometimes both.
Gleo gives you two surfaces for that: the Public template page (a shareable preview link you can send to anyone) and the Marketplace (a listing inside Gleo where other workspaces can discover the template).
This page covers how to put a template on both.
The two surfaces
Public template page
A clean, themed, externally-shareable preview of the template. Send the URL to a customer, embed it in a proposal, link it from your sales site. Anyone with the link can open it without a Gleo account.
Marketplace listing
A discoverable entry on the Gleo Marketplace tab where users in other workspaces can find the template, preview it, and adopt it for their own use.
Both surfaces are fed by the same setting — Visibility = Public — but the public page works the moment you set the URL, while the Marketplace is the product-wide discovery surface.
The two requirements
For a template to appear on either surface, two flags must both be set:
Visibility = Public and Status = Published are both required. One without the other doesn't work:
- Public + Draft — nothing happens. The template is marked for public visibility but isn't actually published, so there's no version to show.
- Private + Published — the template is live for your workspace but hidden from anyone outside it. No public page; no Marketplace listing.
- Public + Published — the public page becomes accessible at its URL and the template appears on the Marketplace tab. This is the combination you're aiming for.
The two flags live in different places: Visibility is on the playbook's property panel (General tab); Status is set via the Publish action. See Drafts vs publishing and Visibility and sharing for the full picture on each.
What the Public template page looks like
A Public template page renders:
- The template's title, description, and what-we-achieve statement.
- The phases and sessions it contains, with their purpose and approximate duration.
- The theme (colours, fonts, logo) resolved through the Theme priority chain — typically the template's own theme override or your Brand Centre default.
- A call-to-action for visitors who want to adopt the template for their own workspace.
It does not render any content from running playbooks instantiated from the template — those are private to the workspaces that ran them. The Public page is a preview of the template itself, not a portfolio of past engagements.
Walkthrough
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1
Open the template in Studio
Sidebar → Studio → open the template you want to publish.
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2
Publish the current draft
Use the Publish action on the toolbar to bump the template from draft to published. Status flips to Published with a version number. See Drafts vs publishing for the mechanics.
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3
Set Visibility to Public
Open the property panel (General tab). Set Visibility = Public. Save.
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4
Open the Public page
Click Public page in the toolbar. The shareable preview opens in a new tab. Copy the URL.
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5
Verify on the Marketplace
Sidebar → Marketplace. Your template should now appear in the listing alongside other public templates.
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6
Share the URL
The Public page URL is the link you send out — in proposals, on your website, or directly to prospects. Anyone with the link can open it; no Gleo account required.
A note on the featured carousel
The Marketplace tab shows a featured carousel at the top. Right now this is a curated set of demo templates (Forge / Gleo example content) rather than a dynamic rotation of customer-published templates — so newly-published templates appear in the main listing but won't automatically rotate into the featured slot. A more dynamic surfacing model is on the roadmap.
Tips & pitfalls
Both flags or nothing. If your Public page is showing a "not available" or your template isn't in the Marketplace, the first thing to check is that both Visibility = Public and Status = Published are set. One without the other is the most common cause.
Theme matters here. The Public page is the surface where your brand needs to win. Make sure the template carries the right theme — either via Brand Centre's company default or via a template-level override. See Theme inheritance.
Re-publish after changes. Edits you make to a template after publishing don't automatically appear on the Public page or in the Marketplace. They land in the next draft; to publish them, run the Publish action again to bump to a new version.