Template accounts
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 do template accounts 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.
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.
An account administrator can select email templates, images, and snippets to use in the campaigns that they send from their individual account.
TemplateAccount1.png
How do I choose a design from my template account?
- Create a new campaign. In the very first step (Setup tab), scroll to the Design section.
- Ensure that Custom Templates is chosen for the view.
- The left menu will show two folders: Current Account and Template Account.
- Click open the Template Account folder to access other folders and shared custom template files.
- Find the template you want, hover over it, and select the radio button that appears. Template Accounts may be setup with multiple folders, click on each folder to see a listing of the files within it.
- Click the "Save and Next button to move to the Design step of the workflow to make edits to the deign as needed.
Notes
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.
Related Articles
Create an email template
Email templates are design layouts that you customize and save for reuse. The purpose of email templates is to save you time in the campaign building process because you begin with a design that has many of your common elements pre-built. Our ...Create an email template that is left aligned, like a personal email
By default, drag-and-drop editor stock and custom templates are center aligned for mobile responsiveness. However, it is possible to create a left-aligned look by stretching the width of the entire email template file. How-To 1. Open your email ...Email designer 101
Delivra offers a modernized email editor that frees you from fussing with email design and makes it ultra-easy to personalize messages for maximum engagement. General Layout On the left of your page you will find layout elements that can be added ...Can I link an outside subscribe form to my account?
You have a form you either want to create with a different software or custom build and would like entries to that form to direct to our software. In order to utilize a non-native form you must have an integration to connect to our software. There ...Is it possible to delete saved dynamic content profiles?
You can delete profiles saved to a template or campaign by using the trash icon when a profile is selected in the Who Sees This section (right). When deleting a profile, you will be presented with a pop-up with these options: Active Cell Only will ...