Postalytics has developed a quick and easy tool to copy templates from one Agency Edition Client Account to a different Client Account. This will save you time and money as you scale up your direct mail automation practice.
First, you’ll need to navigate to the Agency Client Account that contains the template you wish to copy, then choose “View Templates” in the Creative menu:
Once you’ve found the template you want to copy, click the menu item “Copy to client”:
The next screen will show you a dropdown menu of all your clients:
Select the desired destination and click the “Copy Now” button. You can return to your templates or copy the template to another client account:
Learn More About Postalytics
We love talking with clients, partners and marketers of all types about how Postalytics can be used to solve problems and build great campaigns. If you’d like to talk with us about our pricing or any other part of Postalytics – please reach out!