Cloning templates between accounts (beta)

Users with the right permissions to clone templates can do so directly from the Templates screen.

See also:

• Cloning assets between accounts (beta)
• Cloning permissions and hierarchy (beta)

How it works

When you clone a child template to a second Ometria account, Ometria automatically publishes the associated master template to the receiving account. The child template is "saved", but not published. 

See also: Template hierarchy

Ometria clones the version of the master (and child) template that was most recently saved or published (whichever was most recent).

You can't clone a master template directly.

When you clone a template, you can also choose to clone the assets associated with the template.

Before you begin

We recommend reviewing the different elements in your template before cloning it to another account. 

For example, the template might contain custom fields, product recommendations, products in selector blocks, merge tags, images, etc. that are not available in the receiving account.

Cloning a template

Go to Campaigns > Templates and select either the Broadcast or Automation tab.

Next, find the template you want to copy and select Clone to another account from the actions drop-down:

Choose the account you want to clone your assets to then click Next.

In the next screen, choose either:

• Ignore assets - Ometria won't copy the images and/or GIFs in this template to the receiving account
• Clone template assets - Ometria will copy all images and/or GIFs to the cloned template 

Then Confirm your selection:

That's it! You'll get an email once your template and/or asset(s) have been cloned to the receiving account:

Receiving cloned templates

Users with permission to view email campaigns in the receiving account also get an email:

Follow the link to see the cloned folder and/or assets in the receiving account.

The template will be unpublished.

You should review your template and check for any custom fields or product recommendations that might not be present in your account.

We also recommend checking all of the URLs in your template.

Once you've reviewed your template, Save and Publish it.

Assets are also cloned to the receiving account's asset manager in a folder named after the template. 

Re-sending a cloned template

If you clone a template to an account where a clone of that template already exists, then:

1. The new clone will overwrite the existing clone in the receiving account
2. The assets (if included) are sent to the existing folder in asset management.

Enabling cloning between your accounts

Set up

If you're onboarding, your Technical Project Manager (TPM) will work with you to set up your organisational structure for cloning.

If you're already onboarded, reach out to your Customer Success Representative.

See also: Cloning permissions and hierarchy (beta)

Permissions

Once your account hierarchy has been set up, users with the Administrator role in your top level account can assign cloning permissions.

Note: The administrator should also be given administrator permissions in the relevant child accounts.

See also: Cloning permissions and hierarchy (beta)