Important note: This is a limited-release beta test which applies to members who see "Team" and "Private" tabs when visiting their form and email template pages. If you see "My Templates" and "Team Templates" tabs instead, check out the two guides below:
When working with a team, it may be helpful to share some of your best templates with your colleagues. We've built a simple way to share these templates with the rest of your team.
Creating a Team Template
First, visit Templates -> Forms (to create a form template) or Templates -> Emails (to create an email template). Make sure you are on the "Team" tab and click "+ Add Team Template."
From here, you can create and save your template as usual, and it will automatically be shared with your team.
You can also convert an existing Private Template to a Team Template using the action menu beside that template:
Using a Team Template
To use a template created by a teammate, select it from your email template or form template dropdown list under the "Team" header:
Comments
2 comments
How do I edit a Team Template I created
Debra Brown Thank you for your question! When it comes to making changes to a shared template, you can see the process at the following guide: Receive a shared template from a team member. If you need more direct assistance, please feel free to reach out to us at hello@traveljoy.com so we can help!
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