How To Create & Share Email Templates for Teams

As the team leader, you can personally create new email and direct mail templates to share with your team, and also give your team members permission to create and share their own email and direct mail letter templates with other members on the team.  This lesson will show you how to set the permissions and how to share templates between your team members.  This is the same process you will use for Direct Mail sharing. Just use the letter templates to create letters to share instead.  

VIEWING AND ACCESS TEMPLATES:

As for any of the team members, although they do not have access to create or view the drip flow campaigns, they can turn them on for any contact and they do have access to all the templates EngageMore CRM has provided within the Impact Level by going to the Samples tab within their account.  You can also share any of the templates you have created with your team members by going to the template folder and clicking the share button.   See Screenshot 1 below.

Once shared, your team member can go to the bottom of Samples tab within the templates and add the templates you shared to their account.  See Screenshot 2 below:

SCREENSHOT 1: Your account - this is how you share templates with your team:



SCREENSHOT 2:  In Team member account - this is their view in the Samples tab at the very bottom after YOU have shared the templates. They can click to add any of these shared templates to their account.

PLEASE NOTE THAT IN APRIL, 2022, a New Navigation tool was added to EngageMore CRM.  Training tutorials for Teams has not yet updated. However, it's okay, don't worry!  The only thing you need to know is how to navigate to the team management tools as it is different from the tutorials.  Once you get to the team management tool area, everything else in our training is the same. 

To get to the Team Management tools, hover over the profile photo in the upper right side of the screen and click on MY TEAM.  

Then click Manage Team Settings to add or manage a team member, or sign is as your team member from this screen. 

If you have questions about team management, please contact support@engagemorecrm.com.  Thank you!