Sharing templates across clients?

Not sure if this is a "how do I" or a feature request…

At my company we have set up various work groups as different "clients" in campaign monitor.  We do this because we don't want them to see each other's reports, or use each other's lists; this is partly for the sake of privacy and partly to help of reduce interface clutter.  Breaking our workgroups into clients also allows us to track billing by department more easily was well.

The downside of this, and it's a big one for us, is that we are not able to share templates across clients.  So let's say we have 15 "clients" in the system and each client needs to have access to 3 templates.  Now I have 45 templates to keep up to date with the latest best practices and design tweaks.   Thanks to Campaign Monitor's terrific templating system I am confident that I could reduce the number of templates needed to serve these clients from 45 to less than 10 if only I could share templates across clients…

Possible?  If not now then maybe you could make it so in a future revision?

roshodgekiss roshodgekiss, 5 years ago

Hi phripley, great to see you here. It's not possible to share templates across clients, I'm sorry to say. That said, there's an app called Artesano that makes it much easier to copy templates into client accounts. The time saving may be worth the price if you're regularly adding new clients.

I'm happy to add template sharing as a feature request, as it does regularly come up. If we do add it to the app at a later date, I'll be sure to let you know. Thank you!


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phripley phripley, 5 years ago

Thanks Ros, good to see your smiling face too.  Artesano looks interesting.  We'll try it out.  Would still love to see template sharing native in CM one day.

ebarfield, 5 years ago

The solution provided sounded too good to be true - and it is. I just spent $99 for a software that did not arrive. When I tried to contact their support - the email was returned as non-deliverable.

Artesano Studios may be a rip off.

Got to run and call my credit card company and STOP the payment.

roshodgekiss roshodgekiss, 5 years ago

Hi ebarfield, we are taking this very seriously. I've contacted Artesano at support@artesanostudios.com in regards to your post and have asked that they respond promptly. We absolutely don't tolerate poor support from integration developers and will investigate, then take necessary action if its shown that they're not assisting their customers.


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phripley phripley, 5 years ago

I submitted a pre-sales question to the address listed on their site on the 18th.  Haven't heard anything back yet.  Will not be purchasing until I see some sign of life there.

roshodgekiss roshodgekiss, 5 years ago

I haven't heard back from them either, so I certainly wouldn't recommend buying from them. While we await a response, I've removed their product pages from our site.

I'm really sorry for this bad experience - it's disappointing when services like this stop being supported, especially without warning. We'll do our best to keep following up.


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david_h, 4 years ago

I would also like to see 'Sharing templates across clients'.

However, if using the API, would this workaround work?

1.) Create a 'main' client account.
2.) Create templates within this 'main' client account
3.) Use the API to 'Get a Template' and grab the 'PreviewURL'

See: http://www.campaignmonitor.com/api/templates/#getting_a_template

4.) Using the API create a new draft campaign and pass the 'PreviewURL' as the 'HtmlUrl' property:

See: http://www.campaignmonitor.com/api/campaigns/

I believe this is a way using the API to share templates. Granted that the template may end up having to be a final version of the HTML content with no interaction from a user.

Can someone from Campaign Monitor post a reply on this and/or an update to let us know if Template Sharing is on The CM roadmap?

Thanks.

roshodgekiss roshodgekiss, 4 years ago

Hi there david_h, as much as you could likely use PreviewURL to replicate templates, my advice on this one would be to host the original template via your domain/host, then use that URL as the HtmlPageURL when creating new templates in other accounts. if you look at the source for PreviewURL, you'll see it contains some of our own code, which may throw issues on import.

That said, MyCMSetup has already built a nice interface for sharing templates across clients - I recommend checking it out.

We've had a few requests for making it easy to share templates across clients, so happy to give this one a nudge on your behalf. If we do add this to the roadmap, we'll be sure to update this thread, too.


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