How to share and unshare a template with other accounts

Do you or your team use multiple accounts across Concep Send? If so, you may want to utilise our sharing functionality to make sure all your templates are accessible to your team.

You can share both surveys and campaign templates. To do this, please refer to:

How to share and unshare campaign templates

How to share and unshare surveys

How to share and unshare campaign templates

First, click Templates in the main navigation page.

Next, click the drop down menu arrow to the right of the template you would like to share and click Sharing.

Please note: You will need to be the owner of the template in order to have access to the drop down features. If in doubt, please contact [e-mail].

If you haven't shared the template before, click into Add Share and from there you can either share it company-wide or to individual users. Click the Add Share button to add another user.

Please note the level at which you can share templates depends on your admin settings.

Next, we will be looking at how to unshare a template.

First, go back into Templates from the main navigation page and find the template you want to unshare.

Click the drop-down menu as shown above and select Sharing.

Find the contact you want to unshare the template with and click Delete.

You will be then presented with a Delete Share pop-up, where you should click Yes, Delete.

How to share and unshare surveys

As survey templates cannot be shared to other accounts, you can instead share the survey itself with another account. 

To do this, first navigate to the Surveys tab, then navigate to the survey you wish to share.

Select the blue drop down arrow and select Sharing.

This will present you with a pop up where you can click the Share the Survey link, or you can click the Add Share button.

You will then be directed to another pop up page where you can enter the name of the user account you wish to share to and then click Add Share.

Please note the level at which you can share surveys depends on your admin settings.

Once you have completed this, you will then be directed back to the first pop up page where you can see all of the users that you have shared the survey to. To exit the pop up, click Close, and to share to another user account click Add Share. 

To unshare the survey, click Delete next the name of the account you wish to unshare from.

To confirm this, a Delete Share pop up will appear where you can click Yes, Delete.