Whitelabel Email Template Sharing: Step-by-Step Guide
You can create template share links that let sub-account users import a template directly into their own account. With a quick adjustment, these links can also be formatted to use your own white-labeled domain, keeping everything fully branded to your agency.
TABLE OF CONTENTS
Steps to Create a Template Share Link
1. Generate a Template Share Link
- Go to Marketing > Emails > Templates.
- Click the three dots next to the template you want to share.
- Select Share.
- Copy the generated share link. It will look like this:
https://affiliates.Chat To Clients CRM.com/?fp_ref=xxxx&email_template_share=6438b5b145411d0ce4332f1b
2. Grab the Share ID
Paste the link and find the part after template_share=.
Note: Share wont work for the account/ location user role. It is accessible only by agency owner/admin, agency user and account admin.
Example:
email_template_share=6438b5b145411d0ce4332f1b
The Share ID here is:
6438b5b145411d0ce4332f1b
3. Insert the Share ID Into the Template
Use this template to build your custom share link:
https://app.YOURDOMAIN.com/emails/share/SHAREID
Replace YOURDOMAIN.com with your white-labeled domain.
Replace SHAREID with the Share ID you copied.
Example:
https://app.whitelabel.com/emails/share/6438b5b145411d0ce4332f1b
4. Share the Custom Link
Now you can share this link with sub-account users, allowing them to import the template directly into their accounts under your branded domain.