With ACHQ, you can create, edit, and share email templates with your subaccounts or franchisees. This allows for a centralized space for creating and sharing templates, saves time for your franchisees, and helps them align with corporate branding standards (for example, logos, tone, assets, messaging, etc).
Take note
You must be an ACHQ Franchise partner to create and sync email templates.
How it works
Once you create a template in your main HQ account, we will display it in the “Sync Manager” section of your ACHQ account. From here, you can choose to sync the template, set a syncing schedule from your main HQ to ACHQ, and decide which subaccounts should receive it.
Once a subaccount receives your template, they can create a copy and customize it as they see fit. They can then use it to create and send a campaign to their contacts.
Overview of the Sync Manager page
The Sync Manager page contains the following:
- “Sync every” dropdown - Syncs updates to a template that you synced from main HQ. The updates sync to both ACHQ and selected subaccounts. By default, this is turned to “Never,” however, you can choose either hourly or daily
- Search bar - Search for a template by name
Sync toggle column - By default, this is turned off. Clicking the toggle to “On” for a template syncs it from the main HQ account to ACHQ. Clicking the toggle to “Off” removes the template from the subaccounts it is currently synced to - Template column - Clicking a template in this column opens a larger preview of the template
Template name column - Name of the template as it appears in the main HQ account. Clicking the template brings you to your main HQ account, where you can view and edit the template - Accounts column - Shows the total number of subaccounts the template is currently synced to
- Manage accounts column - Clicking the “Manage accounts” button lets you select the subaccounts that should sync the email template
Sync a template to your subaccounts
- Click the “Sync Manager” tab in your ACHQ account.
- Sync the campaign template from main HQ to ACHQ.
- Locate the template you want to sync in ACHQ
- Click the “Sync” toggle to set it to the “On” position
- A “Manage accounts” drawer will open. Choose one of the following account sync options:
- Sync to all accounts - Syncs the template to all subaccounts
- Automatically sync based on label - Labels are created in ACHQ and are applied to your subaccounts. If you select this option, a field will appear where you can select a label(s).
- Manually select specific accounts - If you select this option, you can select each account that should receive the template
- Click the “Save” button.
The “Manage accounts” drawer will close, and the sync will start. The Sync Manager page will show the number of accounts with the template.
Remove a template from subaccounts
To remove a template from your subaccounts, click the “Sync” toggle in ACHQ and set it to the “Off” position. This action removes the template immediately.
Experience for subaccounts
Subaccount users can see synced templates by going to Campaign Templates. All synced templates will appear under “Synced from HQ.”
These templates are not editable. However, if a subaccount user needs to modify it for personalization, they can create a copy to edit by hovering over the template and then clicking “Duplicate.”