Share Email Template across Agencies

Modified on: Tue, 20 Aug, 2024 at 10:07 AM

This feature allows agency admins to easily share and manage email templates using a simple link. Follow this guide below to learn how to share templates and socialise to build an ecosystem of well performing emails.

Benefits:
  • Best Practices: Easily share and standardize templates across the agency.
  • Design Editor Access: Work directly with editable templates, no need to download HTML files.


How to Use:
  1. Go to Templates under Email Marketing.
  2. Click the three dots next to a template and select Share.
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  1. Set access to anyone within the agency or with the link.
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  1. Share the link via email or other channels.
  2. Paste the link in your browser and click Add Template to save the copy of the sharedimage
template
  1. Edit the template name, choose a sub-account, and click Clone template.
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You can select upto three location. 
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  1. You would be redirected to the Templates section of the first chosen location. The shared template would now be part of the list.
Note: 
Only Agency Admin/ user can share a template. Agency admin, Agency user and Accou

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