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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 over 3 weeks ago

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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