How to copy a Template on various IDs?


If you have a multi property account and you wish to create the same template to be used on all or some of the accounts belonging to your network, you just need to create it from the Mother account! ⬇️

Access the Marketing > Email Templates section of the Master account, then click on [Add new +] to create a new template.

Pay attention to the Rooms section. 
In this case, since we are in the Mother Account, Rooms indicate all the units present in the single son IDs (of course both, rooms and apartments).
 

You can choose either to activate the Template for all the rooms in all the IDs, or to select specific items👇

In this last case, select Choose from the drop-down menu.
Click on the item of your interest first, then on the arrow to move it to the right box, that of the selected rooms.
Repeat the same operation for all the units of your interest.

You can follow the same instructions to select the specific real rooms, if needed.

Complete the rest of the setup according to your needs, then Save.
Should you have any doubts, please check out the general article about the Template setup.

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In the Marketing > Email Templates section of the single accounts, all the templates copied from the mother account will be marked with the icon of the network.
Moreover🔺 you will not find the [Edit] button against these templates just because, for convenience, they can only be edited from the Master account, where they have been created!

 

❕ You can always decide to keep on creating your templates from the single IDs.

 

🔺 Remember - the Template functionality belongs to the WebConcierge package!

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Do you have any questions?
Email us at tech@octorate.com !
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Talk to you soon!
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