Mastering Multi-Hopper Management: A Comprehensive Guide to Hopper and Template Selection


Managing multiple Hoppers under one account can be a game changer for efficiency and organization. Hoppers are powerful tools that allow you to create customized workflows, while templates enable consistency across projects. However, juggling several Hoppers at once and choosing the right templates for each one can be challenging.

This comprehensive guide will provide you with the knowledge needed to master multi-Hopper management. You’ll learn the ins and outs of setting up Hoppers, selecting templates, managing a dashboard of Hoppers, troubleshooting issues, and more. With real-world examples and tips from my own experience, you’ll be equipped to streamline your Hopper operations and get the most out of every template.

Setting Up Multiple Hoppers

When first venturing into using multiple Hoppers, proper setup is key. Follow these steps when creating and organizing your Hoppers.

Creating Your First Hopper

  1. Log into your account and click “New Hopper” to initialize your first workflow.
  2. Select a descriptive name for easy identification. For example, “Blog Hopper” or “Social Media Hopper”.
  3. Choose a template to assign to this Hopper or leave blank for now. More details on templates in the next section.
  4. Configure any additional settings as desired and click “Create” to finish.

Adding Additional Hoppers

  1. Repeat the steps above to continue adding new Hoppers for each of your workflows or project types.
  2. When naming additional Hoppers, maintain consistency and differentiate with numbers or project names. For example, “eBook Hopper 1”, “eBook Hopper 2”, “Client Newsletter Hopper”.

Following logical naming conventions will help keep your dashboard organized as your number of Hoppers grows.

Best Practices for Hopper Creation

When setting up multiple Hoppers, keep these best practices in mind:

  • Be consistent – Follow the same naming format across Hoppers for better organization. For example, include the project type in all Hopper names.
  • Be specific – Hopper names should clearly identify the workflow or project type at a glance. Avoid vague, generic names.
  • Group logically – Try to group related Hoppers together on your dashboard, such as all blogging Hoppers or all social media Hoppers.
  • Limit access – Only give team members access to Hoppers relevant to their role to maintain security.
  • Add descriptions – Make use of the description field when creating a Hopper for helpful context.

Following these best practices from the start will optimize your multi-Hopper environment as you scale.

Template Selection and Assignment

Templates connected to your Hoppers add structure and automate repetitive tasks. Here’s what you need to know about selecting and customizing templates.

Understanding Template Functionality

  1. Templates contain pre-configured settings, workflow steps, and tools tailored to specific use cases. For example, blog templates, social media templates, etc.
  2. You can use pre-made templates or create custom templates from scratch that fit your exact needs.

Selecting the Right Template

When assigning a template to a Hopper, consider the following:

  • The purpose of the Hopper – Match the template to the type of project or workflow.
  • Customization – Assess if you need a customizable template vs. a rigid pre-set one.
  • Features – Ensure the template contains the tools and settings needed for that Hopper.

Best Practices for Template Selection

Follow these guidelines when choosing templates for your Hoppers:

  • Match project type – Select a template designed for that workflow, such as a social media template for your Social Hopper.
  • Consider customization – Pre-set templates work well for consistent, simple workflows. Opt for customizable templates if you need flexibility.
  • Review features – Ensure the template has the specific tools and functionality required for that project before assigning it.
  • Leverage existing templates – Check if your team already has a template that fits a Hopper’s needs before creating a new one from scratch.
  • Think long-term – Consider both immediate needs and potential future requirements when selecting a template.

Switching Templates

  1. You can change a Hopper’s template even after initial setup if your needs change. Just click “Switch Template” and choose a new one.
  2. Be aware that switching templates can impact workflows and require reconfiguring settings. Only switch when the long-term benefits outweigh the hassle.

When to Switch Templates

As your projects evolve, you may find a Hopper’s current template is no longer the ideal fit. Consider switching templates if:

  • Your workflow or process changes significantly
  • You discover important new feature requirements
  • Your team outgrows certain template limitations
  • You want to improve consistency by standardizing templates
  • Recurring issues suggest the template is not optimal

Just be sure to weigh potential reconfiguration work before switching. In many cases, it will improve the Hopper long-term.

Managing Multiple Hoppers

Running multiple Hoppers brings added complexity. Use these tips for smooth management and oversight.

Dashboard Overview

  1. The dashboard gives you visibility into all your Hoppers in one place. Monitor statuses, workflows, and performance.
  2. Use the dashboard’s analysis features to identify issues and opportunities. Are certain Hoppers lagging in productivity or quality? Which are performing best?

Effective Hopper Management Strategies

  1. Set clear priorities – Rank your Hoppers based on importance so you know where to allocate time and resources.
  2. Balance resources – Don’t spread yourself too thin. Assign adequate resources and effort to high priority Hoppers.
  3. Review regularly – Set reminders to check your dashboard for any red flags or opportunities to optimize.
  4. Maintain open communication – Encourage team members to proactively share Blockers or ideas for improvement.
  5. Continually refine – Use insights from your dashboard reviews and team feedback to keep tweaking your management strategy.

Troubleshooting Common Issues

  1. Reviewing dashboard insights can help identify problems like workflow roadblocks, quality dips, delays, etc.
  2. Solutions may involve switching templates, adjusting settings, adding team members, or process improvements.

Common Hopper Issues and Solutions

Here are some examples of common Hopper issues and potential solutions:

Lagging productivity – Streamline convoluted workflow steps, reduce manual processes with more automation, or switch to a more efficient template.

Declining quality – Enforce quality checks at different process stages, increase training on standards, or test a different template.

Missed deadlines – Adjust due date estimates, limit work-in-progress, identify workflow bottlenecks causing delays.

Limited visibility – Add dashboard metrics like cycle times or service level agreement tracking to surface insights.

Resource overload – Redistribute workload by adding team members or decreasing less critical work.

Low adoption – Improve change management and training when rolling out new templates or workflows.

Real-World Examples

Let’s look at two case studies demonstrating effective multi-Hopper management.

communication between team members using your Hoppers
Having open communication between team members using your Hoppers can help surface valuable feedback for improvements and optimization.

Case Study 1: Efficiently Managing a High Number of Hoppers

John handled social media for 10 different clients, each with unique needs and workflows. Rather than juggle 10 chaotic projects, he created structured Hoppers for each client using descriptive names like “Client A Social Hopper”.

For each client, he chose templates tailored to their industry and goals. The automated workflows enabled him to manage a high volume of Hoppers efficiently. His customized dashboard gave clear visibility into the performance and needs of each client.

Key Takeaways:

  • Created separate, structured Hoppers for each client project
  • Used naming convention of “Client Name + Project Type Hopper”
  • Selected customized templates to match each client’s needs
  • Leveraged templates’ automation to improve efficiency
  • Built a dashboard to monitor the status of all clients

Case Study 2: Selecting Templates for Diverse Project Needs

Sarah’s marketing agency handled projects ranging from blogs to whitepapers to advertising campaigns. She struggled to manage the diversity of content and workflows.

Her solution was creating Hoppers based on project type, like “Whitepaper Hopper” or “Ad Campaign Hopper”. Sarah chose templates that matched each project’s requirements, customizing the templates when needed.

Now new projects could automatically leverage the right template, improving management of diverse content workflows.

Key Takeaways:

  • Created Hoppers based on project type rather than client name
  • Chose templates designed specifically for each project variety
  • Customized templates further when the predefined options were limiting
  • Standardized templates enabled consistency across similar projects
  • Matching project types with the right templates optimized workflows

Tips and Tricks for Advanced Hopper Management

Take your Hopper mastery to the next level with these pro tips:

Utilizing Advanced Features

  • Automation – Set up rules and triggers to automate repetitive tasks and workflows.
  • Custom Fields – Add fields for tracking custom project metadata.
  • Notifications – Configure notifications to monitor Hopper activity.
  • Collabs – Add assignments and collaboration workflows between team members.
  • Reports – Build custom reports to analyze trends, metrics, and insights.
  • Tags – Use tags to group related Hoppers and projects.

Third-Party Integrations

  • Enhance Hopper capabilities by integrating with tools like:
  • Dropbox – Sync content workflows and storage.
  • Slack – Enable team communication and notifications.
  • Zapier – Build custom integrations and automations.
  • Asana – Connect project management workflows.
  • HubSpot – Bring in marketing and sales data.

Expert Hopper Management Tips

  • Clean up inactive Hoppers – Archive old Hoppers that are no longer in use to declutter your dashboard.
  • Audit templates regularly – Review templates for needed improvements or optimizations as workflows evolve.
  • Segment your dashboard – Customize dashboard views by priority, project type, or other groupings.
  • Set notification rules – Strategically configure notifications to surface the most important alerts without overload.
  • Encourage feedback loops – Seek real-time feedback from team members using the templates day-to-day.


Managing multiple Hoppers while optimizing each one can be challenging but incredibly rewarding. Following the strategies outlined in this guide leads to efficient workflows, structured processes, and actionable insights. With the right setup and templates, your team can conquer cross-project complexity.

Experiment with different templates, dashboard views, and advanced features to find your ideal multi-Hopper workflow. Institutionalize these learnings into settings and templates to continually improve over time. Hopper mastery will transform how you organize, manage, and complete diverse projects.


Q: How many Hoppers can I have under one account?

A: There is no hard limit, but be mindful of resource bandwidth as your Hopper count grows.

Q: Can I copy templates between Hoppers?

A: Yes, you can use an existing template’s settings as a starting point for new templates.

Q: How often should I review my Hopper dashboard?

A: Check your dashboard daily to weekly to monitor statuses and catch any issues.

Q: What’s better – a few broad Hoppers or many specific ones?

A: It depends on your needs and workload. Strive for logical grouping by project type or workflow.

Q: Should all team members have access to view and edit all Hoppers?

A: Not necessarily. Consider limiting access and editing rights based on team members’ roles.

Q: What are some signs it’s time to switch my Hopper to a new template?

A: Significant workflow changes, new feature requirements, or recurring quality/efficiency issues.

Q: How can I troubleshoot productivity issues with my Hoppers?

A: Analyze workflows to remove bottlenecks, increase automation, simplify processes, and allocate more resources to overloaded Hoppers.

Q: What are some naming best practices for multiple Hoppers?

A: Be consistent, be specific, group logically, include project type, differentiate with numbers or names, avoid generic names.

Q: When should I archive old Hoppers no longer in use?

A: Clean up inactive Hoppers regularly to organize your dashboard and simplify multi-Hopper management.

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