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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…

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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.
Figure 1 What this shows Go to Templates under Email Marketing. What this shows Illustrates "Share Email Template across Agencies". This screenshot appears in "Share Email Template across Agencies". The text alongside this image reads: Go to Templates under Email Marketing. Click the three dots next to a template and select Share. Immediately after, the guide continues: Set access to anyone within the agency or with the link. Image 1 of 5 Where to goGo to Templates under Email Marketing. Click the three dots next to a template and select Share. Next stepSet access to anyone within the agency or with the link.
All 2 steps in this procedure
  1. Best Practices: Easily share and standardize templates across the agency.
  2. Design Editor Access: Work directly with editable templates, no need to download HTML files.
  1. Set access to anyone within the agency or with the link.
Figure 2 What this shows Set access to anyone within the agency or with the link. What this shows Illustrates "Share Email Template across Agencies". This screenshot appears in "Share Email Template across Agencies". The text alongside this image reads: Set access to anyone within the agency or with the link. Immediately after, the guide continues: Share the link via email or other channels. Paste the link in your browser and click Add Template to save the copy of the shared. Image 2 of 5 What this coversSet access to anyone within the agency or with the link. Next stepShare the link via email or other channels. Paste the link in your browser and click Add Template to save the copy of the shared
All 2 steps in this procedure
  1. Best Practices: Easily share and standardize templates across the agency.
  2. Design Editor Access: Work directly with editable templates, no need to download HTML files.
  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 shared
    Step 2 of 2: Paste the link in your browser and click Add Template to save the copy… What this shows Step 2 of 2: Paste the link in your browser and click Add Template to save the copy of the shared What this shows Shows how to confirm for step 2 of 2 in "Share Email Template across Agencies". This screenshot accompanies step 2 of 2 in "Share Email Template across Agencies". At this point in the walkthrough you paste the link in your browser and click Add Template to save the copy of the shared. Step 2 of 2Image 3 of 5 How to confirmPaste the link in your browser and click Add Template to save the copy of the shared
    All 2 steps in this procedure
    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 shared this image
template
  1. Edit the template name, choose a sub-account, and click Clone template.
Figure 4 What this shows Edit the template name, choose a sub-account, and click Clone template. What this shows Illustrates "Share Email Template across Agencies". This screenshot appears in "Share Email Template across Agencies". The text alongside this image reads: Edit the template name, choose a sub-account, and click Clone template. Immediately after, the guide continues: You can select upto three location. Image 4 of 5 What to chooseEdit the template name, choose a sub-account, and click Clone template. Next stepYou can select upto three location.
All 2 steps in this procedure
  1. Best Practices: Easily share and standardize templates across the agency.
  2. Design Editor Access: Work directly with editable templates, no need to download HTML files.
You can select upto three location. 
Figure 5 What this shows You can select upto three location. What this shows Illustrates "Share Email Template across Agencies". This screenshot appears in "Share Email Template across Agencies". The text alongside this image reads: You can select upto three location. For context, this section explains: 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. Immediately after, the guide continues: You would be redirected to the Templates section of the first chosen location. The shared template would now be part of the list. Image 5 of 5 What to chooseYou can select upto three location. Next stepYou would be redirected to the Templates section of the first chosen location. The shared template would now be part of the list.
All 2 steps in this procedure
  1. Best Practices: Easily share and standardize templates across the agency.
  2. Design Editor Access: Work directly with editable templates, no need to download HTML files.
  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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