Copying Templates Across Accounts

Info

This feature is only available to users who have access to multiple Loyalsnap accounts.

If you have multiple accounts with Loyalsnap you have the ability to copy templates from one account to another, saving you time and energy from having to recreate your work product in each instance.

Templates can be copied across Email Blasts or across Automations.  Templates cannot be copied from Email Blasts to Automations.

To get started:

  1. Login to your Loyalsnap Portal
  2. Select either Email Blasts or Automations
  3. Click Templates at the top of the page

To copy 1 template

  1. Click the dropdown menu next to the template you would like to copy
  2. Select Copy to other studios
  3. Select the destination studio(s) from the dropdown menu
  4. Click Copy

To copy multiple templates

  1. Use the checkboxes on the left to select multiple templates, or use the select all checkbox at the top.
  2. Click the copy icon
  3. Select the destination studio(s) from the dropdown menu
  4. Click Copy

Warning

Templates with the same name will be overwritten. 


Example: if you have a template called “June Newsletter” in Location A’s account as well as in Location B’s account, copying A’s template to B’s account will overwrite the pre-existing template. If you want to avoid this, be sure to rename the template prior to copying it over.  







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