What is a Template Account?

Template Accounts help you provide the most up-to-date content to all child accounts, or subaccounts, while ensuring you retain tight version control. They are great for customers that manage multiple accounts, where users need access to the same branded assets and media files. You can build libraries of branded assets and share them across all managed accounts, streamlining collaboration and maintaining consistent branding effortlessly.

How does it work?

When creating a new campaign, any user of a sub-account on your site can select a template that exists in the current account, or the template account. They can also access images and snippets saved to the template account libraries. 

1. A site administrator can save email templates, images, and snippet files to the dedicated template account and then manage updates and republish files as necessary.
   
   
2. An account administrator can select email templates, images, and snippets to use in the campaigns that they send from their individual account.

Notes

1. The template account feature is available to customers who manage multiple accounts & availability depends on your license package. Please visit https://www.delivra.com/pricing or email our Client Success team.

This article has been updated to reflect our Air platform. If you're using the legacy platform and need help, please contact support@delivra.com.