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Share Email Templates with Sub Accounts

Create General questions Updated on November 8, 2019

Share email templates from your master account to your sub-accounts with just a few clicks. When you share the email templates, it will copy everything in the template including images, text, links or even PDF’s. There are 3 ways to share a Sent or Draft campaign with your existing sub accounts.

  • Email Dashboard
  • Email Report Page
  • Past Emails

To learn how to share email templates, use the following instructions::

Email Dashboard

  1. Log into your Benchmark Master account
  2. Navigate to your the Emails dashboard.
  3. Locate the Sent Email or the Draft Template you want to share with your sub account and click on the 3 dots next to the campaign and select “Share to Sub-Account”.
  4. On the popup select the sub-account you want to share the campaign with and confirm by clicking on the Share button.

Share Email Templates with Sub Accounts

Email Reports

  1. Click on the name of the Sent Campaign, and this will open the email’s reports page.
  2. Then click on the 3 dots on the top right and select the “Share to Sub-Account” option.
  3. Finally choose the Sub-account you wish to share the campaign to and confirm by clicking on the Share button.

Share Email Templates with Sub Accounts

 

Past Emails

  1. Go to a draft email and open the Design step.
  2. Click on Layouts.
  3. Then select Past Emails.
  4. Locate the email template you wish to share and click on the 3 dots of the email template.
  5. Select the Share to Sub-account option, then choose the Sub-account you wish to share the campaign to and confirm by clicking on the Share button.

 

 

Note: A master account can also share Contact lists,  Images and Videos with sub-accounts.

If you have additional questions, please feel free to contact our support team via Email, LiveChat or Phone.

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