How do I copy an email template to another account?

Multi-account users may find it convenient to copy templates from one account to another. We make that process as simple as possible. See the steps for copying templates to your other accounts below.

How-To

1. Navigate to Assets, then click "Email Templates" from the left menu.

2. Locate the email template to be copied, then hover over the file to show the "Edit" button.

3. Click the drop-down arrow on the Edit button, then select "Copy".

4. A pop-up message will display. Edit the file name (if needed), then open the "Destination Account" menu. You will only see account names that you have access to in Delivra's system. Click the desired account name.

5. Click the "OK" button to copy the email template.

6. Repeat if the email template needs to be copied to more than 1 account.

Notes

1. You must have administrative access to any account that you need to copy templates to. 
2. You are not able to copy campaigns to other accounts, only draft or complete email templates. Learn how to save a campaign as a template here.
3. If you utilize the Customer Template Account feature please see instructions here.