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[HQ Account Syncing] Email Templates

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

Deirdre Horan avatar
Written by Deirdre Horan
Updated today

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.

To share a template with franchisee / child accounts, log into the HQ account, click the gear icon, and navigate to Assets > Templates > Select the template you wish to share > Share with Franchisees

The franchisee or child account will be able to locate the template in the template selector when creating a new email under Franchise Templates.

*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.

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