Powered by CRM Help Centre

Share Email Template across Agencies

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.

TABLE OF CONTENTS

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.
Share Email Template across Agencies – How to Use:
  1. Set access to anyone within the agency or with the link.
Share Email Template across Agencies – How to Use:
  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 sharedShare Email Template across Agencies – How to Use:
template
  1. Edit the template name, choose a sub-account, and click Clone template.
Share Email Template across Agencies – How to Use:
You can select upto three location. 
Share Email Template across Agencies – How to Use:
  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