Copy Email template from Parent to multiple child accounts at the click of a button

This document describes Copy email template from parent to multiple child account feature in TractionNext. It covers how to use new features that have been added in Traction Next.

Feature & its use

This feature can be to copy email template from parent to multiple child account. This way existing email template can be used in multiple child template easily and saves the time to create a new one.

How to use it?

Login into TractionNext and go to Campaigns -> Templates -> Email Templates. Following screen will appear…

Click ‘Edit’ button of any email template and select the option “Copy to Child Account(s)” from the dropdown list.  (This option will be displayed when following criteria’s will be fulfilled)

1. Parent account should have at least 1 child account
2. Particular account should have “copy to child accounts enabled” from backend. (This can be done with the help of TractionNext Support team)

After clicking “Copy to Child Account(s)” will display the following popup…

Now select the one OR many child accounts from “Available child account” List box and Click on ‘Select’ OR ‘Select All’ (in case you want to copy to all). Selected account will be moved to “Selected child account” list box. Click “Save” to copy the email template.

Conditions:

Selected Child account should have at least 1 contact field then only email template will be available.