ACHQ Email template sync

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ACHQ - Email Template Sync

Introduction

The ACHQ - Email Template Sync feature is a powerful tool designed for ACHQ Franchise partners. It allows you to create, edit, and share email templates across your subaccounts or franchisees. This centralization streamlines the process of template creation and ensures franchisees adhere to corporate branding standards, including logos, tone, and overall messaging.

The significance of this feature lies in its efficiency—saving time for franchisees while promoting brand consistency across all communications.

How to Access This Feature

To access the ACHQ - Email Template Sync, you must be a registered ACHQ Franchise partner. Once you are confirmed, you can navigate to your ACHQ account where the Sync Manager page is available to manage your email templates.

Step-by-Step Instructions

Follow these steps to use the ACHQ - Email Template Sync feature:

1. **Navigate to the "Sync Manager"**

 - Click the **Sync Manager** tab in your ACHQ account.

1. **Sync a Template from Main HQ to ACHQ**

 - Locate the template you wish to sync from the main HQ account.
 - Click the **Sync toggle** to set it to the **On** position.

1. **Manage Account Sync Options**

 - A **Manage accounts** drawer will open. Choose from the following sync options:
   * **Sync to all accounts**: This option will sync the template to all subaccounts.
   * **Automatically sync based on label**: Labels can be created in ACHQ and applied to your subaccounts. If you select this option, a field will appear for you to select the respective label(s).
   * **Manually select specific accounts**: By choosing this option, you can select each individual account to receive the template.
   

1. **Finalize Sync Settings**

 - Click the **Save** button to apply your sync settings. The drawer will close, and the sync will commence immediately for the selected subaccounts.

Once a template is synced, any updates will sync hourly or daily depending on your selection in the **Sync every** dropdown.

Configuration Options and Settings

The Sync Manager page features several configurations and settings:

• **Sync every dropdown**: This allows you to choose how frequently the updates to a synced template should occur (options include hourly or daily). By default, it is set to "Never".

• **Search bar**: You can search for a specific template by name within this area for easy access.

• **Sync toggle**: A toggle button that allows you to sync or unsync templates from the HQ account.

• **Template column**: Clicking on a template name opens a larger preview of the selected template.

• **Accounts column**: Displays the total number of subaccounts currently synced to the template.

• **Manage accounts column**: The **Manage accounts** button lets you select which subaccounts will sync the email template.

Best Practices and Tips

Here are some best practices to consider when using the ACHQ - Email Template Sync feature:

• **Centralize Branding**: Ensure all templates adhere to your corporate branding standards, creating a cohesive look across communications.

• **Regularly Update Templates**: Take advantage of the sync features by periodically updating your templates to keep content fresh and relevant.

• **Use Labels Wisely**: When using the automatic sync based on labels, categorize your subaccounts logically to simplify the template syncing process.

• **Monitor Sync Frequency**: Regularly assess whether the sync frequency of hourly or daily meets the needs of your subaccounts to prevent delays in template availability.

Common Use Cases

The ACHQ - Email Template Sync feature can be effectively employed in various scenarios, including:

• **Franchise Marketing Campaigns**: Corporate marketing teams create templates that are shared across franchises to maintain uniformity in promotional materials.

• **Corporate Announcements**: Important company-wide announcements can be efficiently streamlined through a single template that all subaccounts can utilize.

• **Event Invitations**: For events hosted by the corporate office or franchises, a shared template can ensure consistent branding in invitations sent out across multiple locations.

Troubleshooting

If you encounter issues while using the ACHQ - Email Template Sync, consider the following troubleshooting tips:

• Ensure that you have the proper permissions as an ACHQ Franchise partner.
• Make sure that the template exists in your main HQ account before attempting to sync.
• Double-check your selected sync options and ensure they are set as intended.
• If subaccounts are not receiving templates, verify that the sync settings have been saved correctly.

Related Features

For further optimization, consider exploring related features such as:

• Email Marketing Campaigns
• Automation capabilities for enhanced email strategies.

FAQ

Q1: Can I edit the templates synced from the HQ account? A1: No, subaccount users cannot edit the synced templates directly. They can create a copy for personalization.

Q2: How do I know if a template has been synced successfully? A2: The number of accounts that a template is synced to will be displayed on the Sync Manager page.

Q3: Can I unsync a template once it has been shared? A3: Yes, you can set the sync toggle to the **Off** position to remove a template from all subaccounts.

Q4: What happens if I change a template in my main HQ account? A4: Changes made to the template will sync according to the schedule you set in the **Sync every** dropdown.

Q5: Is there a cost associated with using the ACHQ - Email Template Sync feature? A5: The feature is available for users on ACHQ plans such as Starter, Plus, Pro, and Enterprise.

Q6: How do I view the synced templates in a subaccount? A6: Subaccount users can find the synced templates under the Campaign Templates section marked as "Synced from HQ".

Q7: Can I sync different templates to different subaccounts? A7: Yes, during sync management, you can select specific subaccounts or labels for template distribution.

By understanding and utilizing the ACHQ - Email Template Sync effectively, you can ensure that all of your franchisees remain aligned with your corporate branding while enhancing their communication capabilities. ```