The Corporate Template Gallery allows corporate teams to create and manage approved email templates centrally. These 'corporate templates' are then made available to individual property UpMail accounts via the Corporate Template Gallery.
To import a Corporate Template into an individual property account, follow these steps:
- Click ‘Create a template’ and select ‘Corporate Template Gallery’.
- Select ‘Preview Template’.
- Select ‘Use Template’ or ‘Save as’.
- If ‘Use Template’ is selected, the user will be taken to the email composer where the individual property account branding will be applied. The user can then make edits and select ‘Save as’ to save the template to their account.
- If ‘Save as’ is selected, the user can select which library they would like to save to (Recommended Templates, Team’s Templates or My Templates), rename the template and select a category. Once saved, you will be taken to the email composer where the individual property account branding will be applied and further edits can be made.
When using Corporate Templates, please note:
- The Corporate Template does not need to be saved within the account to be used. Users can simply select the template, make edits, and send the email.
- The images within the Corporate Template will not import into the individual property account unless 'handpicked selection' is applied to the image.