How do I share my templates across my team

Sharing templates among team members is a very useful InboxPro’s feature, because you save time (you only have to create the template once) and you have a greater impact if you have already tested that template previously.

Steps for sharing a template

To share a template with the team, do the following:

1.- Access the template section of your InboxPro dashboard.

Templates Menu - InboxPro

2.- Click on the three dots next to the template you want to share and then click on "Share".

Team Dashboard - InboxPro

3.- When the pop-up appears select if you want to share it with "Everyone in the team" or "Select people individually". You can specify as well if this person will have permissions for editing it or not.

Share Template - InboxPro

4. - The template will be available in the "Shared with me" folder that is in the "Templates" section and it can be used by another member of the team.

Templates Shared- InboxPro

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