ACHQ Template Sync Manager

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New Feature: ACHQ Template Sync Manager

Introduction

The ACHQ Template Sync Manager is a new feature designed specifically for franchisors using ActiveCampaignHQ, allowing them to efficiently manage and share email templates across all their sub-accounts from a single, centralized location. This feature is essential for maintaining brand consistency, saving time, and providing flexible control over template distribution. By leveraging the capabilities of the ACHQ Template Sync Manager, users can ensure that their email marketing efforts across different locations align with their brand identity while simplifying the management process.

How to Access this Feature

To begin using the ACHQ Template Sync Manager, simply navigate to your ActiveCampaignHQ dashboard. Click on the Sync Manager option located in the top navigation menu. No additional setup or upgrade is required to access this feature, streamlining the initiation process for users.

Step-by-Step Instructions

Here’s how to effectively utilize the ACHQ Template Sync Manager:

1. **Log in** to your ActiveCampaignHQ account. 2. In the top navigation menu, locate and click on **Sync Manager**. 3. Once in the Sync Manager interface, you will find options to create a new sync schedule or manage existing templates. 4. Choose templates that you want to sync with your sub-accounts. The Synced from HQ section will display the templates you have set up for this purpose. 5. You have the option to **manually select** which sub-accounts should receive specific templates, or you can use labels for account targeting. 6. Set a customizable sync schedule that defines how often template updates will be sent to your sub-accounts. 7. Once everything is set, confirm by clicking the corresponding confirm button to activate your configurations.

Configuration Options and Settings

The ACHQ Template Sync Manager includes several important configurations that allow you to manage your templates effectively:

• **Centralized template management**: Control all your email templates from one hub.
• **Customizable sync schedules**: Specify how frequently your templates will be updated in sub-accounts.
• **Account targeting using labels or manual selection**: Select specific sub-accounts for syncing.
• **Dedicated Synced from HQ section**: Easily identify which templates are synced from the main account.
• **Scheduled template updates**: Automatically push updates to all connected accounts when main templates have changes.

Best Practices and Tips

To maximize the effectiveness of the ACHQ Template Sync Manager, consider the following best practices:

• Maintain **brand consistency** by regularly reviewing and updating your synced templates.
• **Plan your sync schedules** around your marketing calendar to ensure that all locations are aligned during campaigns.
• Use **labels for easy targeting** of specific sub-accounts to streamline the updating process.
• Monitor the performance of emails sent from sub-accounts to gauge the effectiveness of your templates and make necessary adjustments.
• Encourage feedback from franchisees regarding the templates to continually refine and improve materials used for campaigns.

Common Use Cases with Examples

1. **Brand Consistency**: A fast-food chain can ensure that all franchisee locations send out the same promotional material during a national campaign, maintaining a uniform brand message. 2. **Time Savings**: A franchise manager can set up a new holiday-themed email template and schedule it to automatically update in all sub-accounts, saving time and resources while executing a timely campaign. 3. **Flexible Control**: A franchisor can choose which locations should receive special promotions through template syncing, ensuring targeted marketing efforts. 4. **Automated Updates**: When a template undergoes a change – say, improving the design layout or correcting a typo – the updated version automatically syncs to all connected accounts without manual updates.

Troubleshooting Section

If you encounter issues while using the ACHQ Template Sync Manager, consider the following troubleshooting steps:

• Verify that you are logged into the correct ActiveCampaignHQ account that has the necessary permissions.
• Ensure that the selected sub-accounts have the correct labeling applied if using that option, as improper selection may lead to templates not syncing correctly.
• Check your internet connection if you experience slow performance or syncing delays.
• Consult the detailing of each setting in the Sync Manager interface to confirm that all configurations reflect your intended setup.

Related Features

For more information regarding features that complement the ACHQ Template Sync Manager, consider reviewing the following resources:

• Create AI content with the Email Designer in ActiveCampaign
• Introducing AI Campaign Builder
• AI Brand Kit overview

FAQ

1. What is the ACHQ Template Sync Manager?

The ACHQ Template Sync Manager is a feature that allows franchisors to manage and share email templates across all sub-accounts from a centralized location.

2. How can I access the Template Sync Manager?

You can access the Template Sync Manager by clicking on the Sync Manager option in the top navigation menu of your ActiveCampaignHQ dashboard.

3. Are there any additional costs associated with this feature?

No additional setup or upgrade is required to access this feature; it is included in your ActiveCampaignHQ plan.

4. Can I customize the sync schedule for templates?

Yes, the feature allows you to set customizable sync schedules for updates to templates across your sub-accounts.

5. What happens if I make changes to a synchronized template?

Any changes made to main templates will automatically sync to all connected sub-accounts without requiring manual updates.

6. Can I select which sub-accounts receive specific templates?

Yes, you can use labels for account targeting or manually select which sub-accounts will receive the templates.

7. Where can I find additional resources on ActiveCampaign features?

You can find additional resources and documentation by visiting the ActiveCampaign help center or exploring related features linked above. ```