Skip to main content

[HQ Account Syncing] Email Templates

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

Written by Luna

The HQ account also lets you create email templates and share them with your locations so they can make additional customizations.

First, create 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 can locate the template in the template selector when creating a new email under Franchise Templates.

  • 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 apply to all or no accounts, so to share with a net new, unshare with everyone, then reshare with everyone.

Did this answer your question?