Sometimes, it happens that we need to share an existing email template with a colleague or transfer it for correction to another project, so let's see how we can move and copy email templates.
There are 3 ways to move/copy your email message/template to another account in Stripo.
The first solution:
If you want to use the same email template in several projects without copying or moving it, you can share it as a Cross-Project Template.
The template remains in its original project but becomes visible and usable in others in the Cross Project section.
Important note: Cross Project Templates are available only for user-created templates from the My Templates section.
Note: Shared templates cannot be deleted or copied from those projects.
They behave like built-in templates and do not affect your workspace limits.
To share a template:
Open the "My Templates" tab;
Click the three-dots menu next to the template;
Select "Share to Project";
Choose one or more projects where you want this template to appear.
After you share a template, it will appear in the selected projects in the Cross-Project tab.
The second solution:
With the all-paid plans, you can invite extra users to your account, and they will be able to move/copy the necessary email templates to their own account.
You can read the instructions on how to invite additional users to your account here.
By clicking on the ellipsis, you will see the menu bar with options to "Move to Project" or "Copy to Project".
Click on it and choose the desired Project where you want your email templates to be moved.
Additionally you can control if you would like to copy the template with modules that were used in it or not:
Moreover, you can do multiple actions with email messages, templates and folders, which allows you to copy and move several email templates or folders to another Project at the same time. During work with large projects, it will help you to significantly reduce the time for managing objects inside the project.
The trird solution:
Share your own email template, a copy of which can be edited and saved by any user who follows the link from the "Share" menu.
Click on the "Share" button and activate the "Allow copying and editing" option.
The email template and its modules will be available for copying and use. The original email template will not be changed.
It means that your colleague can press the "Sign in to Save" button and save the email template to his own account for future editing.
Important to note: the "Share" option is available only for paid plans.
Thank you for taking the time to read our articles. We hope you will find this information helpful.
If you have any additional questions, please email us at support@stripo.email.
We would be glad to talk with you.