Skip to main content

Sharing email templates from HQ

Once an email template is created in the HQ account, it can be shared with all children/franchisee accounts!

Written by Lauren Everett

The HQ account allows you to also create email templates, and share them with your franchisees to allow them to make additional customizations.

The first step is creating a template. Click here to reference documentation for saving an email draft as a template.

  • Log into the HQ account

  • Select "Assets"

  • Select "Templates"

  • Click "Share with Franchisees":

Grand Re-Opening Last updated on Nov 3rd 2021 Share with Franchisees Rename Delete

*Notes:

  • If you add a new location, repeat the steps above, and instead of "share with franchisees" click "unshare with franchisees" and then "share with franchisees" again.

  • Sharing templates is across all or no accounts, so to share with a net new requires unsharing with everyone to reshare with everyone.

Did this answer your question?