Exporting a marketing, transactional, or automation template from your main account (Primary API Key) to a subaccount is simple. Follow the steps below to ensure a smooth transfer.
Steps to export a template
- From your main account, go to your Template Gallery.
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Find the template you want to export and click on the Options (three dots), then select Export.
- In the modal window:
- Choose ‘a subaccount’ from the first dropdown list.
- Select the subaccount where you want to export the template.
- Enter a new template name (optional).
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Click the ‘Export’ button.
Important details to keep in mind
- Templates can only be exported from your main account to a subaccount. Transfers between subaccounts are not supported.
- Exported templates, whether published or draft, will always appear as drafts in the subaccount.
- Template IDs are unique to each account. If you export a transactional template to a subaccount and plan to use it there, update your API calls with the new template ID and the subaccount's API credentials.