If you've built a reusable template that could benefit another travel professional and you'd like to share it with them, you can create a public link that will allow them to add your creation to their own list of templates!
Share a template with others
| 💡 Sharing is currently available for the following template types: emails, forms and terms & conditions. |
To get started, open the Templates menu on the left side of TravelJoy and select the type of template you'd like to share.
Find the template you'd like to share in the list and click the "..." action button to the right of it. From here, select the option to copy the public advisor link:
On the next screen, you'll be notified that this will create a public link and that anyone with the link will be able to add your template to their TravelJoy account. Click OK to continue.
Once you've completed this step, the public link to your template will automatically be added to your clipboard, and you can share it with your colleagues!
Disable sharing
You can disable this feature by visiting your templates and selecting the same "..." action menu. Once selected, click "Disable public advisor link":
Comments
9 comments
Please make Task Lists sharable!Â
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Hi Brian! Thank you for your feedback on allowing task templates to be shared with others outside of your team. I'll provide this feedback to our product team to take into consideration for future updates. :)Â
How do I edit a form template that was shared with me by a fellow travel agent? I need to change the Agency information, (within the email message) from her info to mine. Is that something I will need to change every time? Or can I save the template with my own message?
Hi Kari! When you add a template shared by a fellow travel agent, you are actually creating your own copy of that template in your "My Templates" list. This copy can be edited like any standard template, by opening it from the "My Templates" list and saving after you've made changes.
Because you are editing your own copy of the template, you'll only need to do this once!Â
Hi Alan,
The problem is the "+ to My Templates" button is gone. We have a whole list of team templates but the only options we have now are "Preview" and "Archive". This has changed within the last few months and has made sharing templates that need to be personalized impossible.
Hi Misty!
Based on feedback, we've made some recent changes to team templates, and these no longer need to be added with the "+ to My Templates" button. All team templates are now automatically available for all members, and will also automatically capture any changes made by the template creator.Â
You're correct that this currently means a team template can't be customized. This is a great point, and I'm sharing this feedback with the team to see how we might address this. Thanks for bringing it to my attention!Â
What about library items? Are those shareable?Â
Hi Laurie Hunter! At this time, library items are not shareable with team members but I can see how that would be a beneficial addition. I have added this feature request to our list and shared it with my Product team!Â
Is there any way to share past created itineraries via social media to attract other customers?
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