Teams & Partners: Share a branded template

Share a reusable template to all the subaccounts/workspaces within your Partner/Teams account

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Share your branded, saved templates with your subaccounts/workspaces from within the Template Picker. When sharing a saved template, you have the option to make edits to it first, and then share it. Once shared, you can go back at any time and make edits, and those edits will be applied to the shared template within each subaccount/workspace.

• Edit and/or share a saved template
• Edit a shared template
• Remove a shared template

Important: This saves your template within the template picker of all subaccounts/workspaces. There isn't a way to select specific subaccounts/workspaces to receive the template.

Edit and/or share a template

Did you know? Before you can share a template with your subaccounts/workspaces, you must first create and save an email as a reusable template.

Follow these steps to share your saved template with your subaccounts/workspaces:

1. From the left-hand menu, click Templates.
2. Click the Saved tab.
3. If you would like to make edits to your Saved template prior to sharing with subaccounts/workspaces, hover over the template and click Edit. If edits are not needed, and you would like to share, skip to step 6.
   
   
   
   
4. Make edits to your saved template as desired, utilizing the options within the Content, Images, and Styles tabs.
5. Once edits are complete, click Save.
   
   
   
   
6. For the template you'd like to share, click the three dots and then click Share with accounts (for Partner accounts) or Share with workspaces (for Teams accounts).
   
   
    
7. Click the Share button to confirm the action.
   
   
    

 Edit a shared template

If you have a saved template that is already shared with your subaccounts/workspaces, and you need to make additional edits, you can do so, direclty within the saved template, and then reshare the edited version.

1. From the left-hand menu, click Templates.
2. Click the Saved tab.
3. Hover over the shared template and click Edit. If edits are not needed, and you would like to share, skip to step 6.
   
   
   
   
4. Note the badge at the top of the editor, noting that the template is shared. Make edits to your saved template as desired, utilizing the options within the Content, Images, and Styles tabs.
5. Once edits are complete, click Save.
   
   
   
   
6. Click Save to confirm that you'd like the edits to the shared template to sync to all subaccounts/workspaces.
   
   
   
   

Remove a template

If, for any reason, the template needs to be recalled, follow these steps:

1. From the left-hand menu, click Templates.
2. Click the Saved tab.
3. For the template you want to remove, click the three dots and then click Remove from accounts (for Partner accounts) or Remove from workspaces (for Teams accounts)
   
   
    
4. Click the Remove button to confirm the action.
   
   
    

Questions?