Enhanced Email Template Sharing for Better Agency-wide Access

Problem Statement:

Agencies couldn’t share email templates to a different location without adding them to the template library. Also cross Agency sharing was not possible

What’s New:

Agencies can now:

  • Create a share link for any email template.
  • Remove the share link to prevent future access.

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.
  3. Set access to anyone within the agency or with the link.
  4. Share the link via email or other channels.
  5. Paste the link in your browser and click Add Template to save the copy of the shared template.
  6. Edit the template name, choose a sub-account, and click Clone template.
    You can select up to three locations.
  7. 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 Accounts can view and clone a shared template.

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