Sharing Drafts & Templates

In this article you will learn:

Why should you share drafts and templates?

One advantage of using our email designer to build your comms is the ability to share drafts and templates. There are three main reasons to do this:

Save time - By sharing templates with other teams within your organisation, they won't have to build their own emails from scratch every time, and can simply drop their content into a template that has been built for them
Consistency - Shared templates can be pre-populated with your corporate header, logo and anything else that is mandatory. This way, all users of the template will be sending comms that align to your corporate identity
Collaboration - Sharing a draft will allow different users to add their own content to the newsletter. It can also be shared with an editor who will make any final changes. This way, you won't be the only one responsible for building your newsletters!

Log in to your Bananatag Dashboard
Click Create and ensure you are on the Email Drafts tab
Hover over the draft you'd like to share, click the three dots and then Share Draft
Locate the users or groups you'd like to share the draft with and click Invite
Set their permission level by clicking on the drop-down menu that appears
You can un-share a draft by clicking on the red dot

Templates can be shared in a similar way to drafts, but there are two significant differences:

Individual templates cannot be shared; only folders
Templates can only be shared to user groups. To learn more about setting up groups, click here.

Log in to your Bananatag Dashboard
Click on Create and ensure you are on the Templates tab
Locate the template folder you'd like to share, click the three dots and then Share Folder
Find the group you'd like to share with and click Invite
Set their permission level by clicking on the drop-down menu that appears
You can un-share a folder by clicking on the red dot

Depending on your permission level, you may not see all groups/users on your subscription