Sharing templates allows you to easily distribute and standardize designs across locations. This ensures that all team members are using approved and consistent templates, leading to a unified brand message and visual identity. With direct access to editable templates, there is no need to download HTML files. This streamlines the design process, allowing for quick edits and updates without the hassle of managing multiple file formats. This article offers a comprehensive, step-by-step guide for sharing email templates across multiple agencies, ensuring efficient distribution and standardization of designs.
Note: Only Agency Admins or users with appropriate permissions can share templates. Ensure that you have the necessary access rights before attempting to share a template.
Sharing Email Templates #
Step 1: Access Templates #
Navigate to the Templates section under Email Marketing in your CRM.
Step 2: Share a Template #
Locate the template you wish to share and click on the three dots next to it. Select Share from the dropdown menu.
Step 3: Set Access Permissions #
Choose the appropriate access level for the template. You can set permissions for anyone within the agency or share the link with specific individuals. Copy the provided link, then share the link via email or other communication channels to distribute the template.
Step 4: Save and Edit the Template #
The recipient of the link can then paste the shared link into their browser and click Add Template to save a copy of the shared template.
Once added, edit the template name, choose a sub-account, and click Clone Template. Up to three locations can be selected.
You will be redirected to the Templates section of the first chosen location, and the shared template will now appear in your list.
Remove Sharing #
To disable sharing, navigate to the template within the email marketing section, and choose the “Share” option from the actions dropdown menu. Select the option to remove sharing. This will deactivate the shared link.
By following these guidelines, you can efficiently manage email templates, enhancing your team’s workflow and ensuring a cohesive brand presentation.
Troubleshooting Tips #
Verify Access Permissions: Ensure that you have the necessary permissions to share templates. Only Agency Admins or users with the right access can perform this action.
Check Link Functionality: If the shared link isn’t working, confirm that the URL is correct and that access permissions are properly set.
Refresh the Template List: If the shared template doesn’t appear immediately, try refreshing the template list or clearing your browser cache.
Frequently Asked Questions #
How many locations can I select for a shared template? #
You can select up to three locations where the shared template will be added.
What if I need to make changes to a shared template? #
Once you have cloned the template, you can edit it directly in the design editor without affecting the original shared version.
Who is allowed to share templates? #
Only Agency Admins or users with the appropriate permissions can share templates, so confirm your access rights first.
How do I share a template? #
In the Templates section under Email Marketing, click the three dots next to the template, select Share, set permissions, and copy the link to distribute.
How does a recipient use a shared link? #
They paste the link into their browser, click Add Template, rename it, choose a sub-account, and click Clone Template to save their own copy.
How do I stop sharing a template? #
Open the Share option from the template’s actions dropdown and select the option to remove sharing, which deactivates the shared link.
