Access to templates is based on user roles:

You can find out your user role on your user profile page.

There are two options to create a template:

Option one is to turn an existing message into a template: Simply select the "Save as template" option from the message editor page.

If you don’t have existing messages to start with, then you need to build a new template. From the templates page click the "Create template" button to get started.

Build the layout as you would build any email message. Watch our video about working with the email editor if you need help with this.

This option is available only with the Pro or Multi-account monthly billing plans and with the Pay As You Go plan.

Parts of templates can be locked from editing when a message is created using these templates. This is useful with larger teams to ensure all team members adhere to branding guidelines and can focus on content without inadvertently breaking styling or removing must-have content.

There are two types of locks:

You can lock entire content blocks so both content and styles become uneditable or block styles only so content remains editable.

Once the layout is configured, decide if you want to share the template with other accounts you manage. This is only relevant if you manage multiple accounts, called subaccounts. You can choose to share the template with one, many or every subaccount.

Templates can be published or unpublished. Keep templates unpublished while they are still in draft mode and don’t forget to publish them when they are ready to use.

You can move templates between accounts if you manage multiple accounts with Envoke.