Sharing & Copying a Template

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Sharing email templates with your team is a great way to collaborate. You can easily share your templates and copy your teammate's templates for your own use.

Sharing an Email Template

Step 1: Navigate to the Templates tab and find the template you want to share.

Step 2: Check the box to select which template you want to make public.

Step 3: Choose the lock icon from the choices, and choose to make the template public.

Here's a quick walkthrough.

 

Copying an Email Template

Step 1: Navigate to the Templates tab and filter the templates by "Active Users."

Step 2: Find the template you want to copy and make sure the boxes are selected.

Step 3: At the top toolbar choose the "Copy" icon.  

 

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