Access to templates is based on user roles:

There are two options to create a template:

The first option is to turn an existing message into a template: 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 not available with the Standard billing plan.

Parts of templates can be locked from editing by non-admin users. 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.

When you share a template it won't show up on the list of templates page in the accounts you share it with. You can only edit the template from the account it was created in. Shared templates become selectable when someone from an account it's shared with creates a new message by using the "Create new message" button.

Here's how to move templates between accounts if you manage multiple accounts with Envoke.