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


  • 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.

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