Share a template across organisations

Give another organisation a read-only copy of a template, then generate a campaign from it there.

1 min read

When you manage several centres, build a campaign once and share its template with the others. They see it under Shared, read-only, and generate their own campaigns from it. Here, Lindenhall shares its "Seasonal events programme" with Lindenhall Riverside. You need access to both organisations. If you can't reach the other one, send a template ZIP file instead.

Share the template

In Templates, open the Local tab.

  1. On the template, select View Actions.

    Seasonal events programme template card with View Actions highlighted

  2. Select Share.

    Template details, with Access set to Only this organisation, and the Share button highlighted

  3. Select Organizations.

    Share window with the Organizations button highlighted

  4. Search for the organisation and tick it.

    Organisation search showing Lindenhall Riverside, highlighted

  5. Select Save.

    Share window listing Lindenhall Riverside, with the Save button highlighted

To stop sharing, untick the organisation in the same window and select Save.

Generate a campaign in the other organisation

  1. At the top of the side menu, open the organisation switcher and choose the other organisation.

    Organisation switcher with Lindenhall Riverside highlighted

  2. In Templates, open the Shared tab.

    Lindenhall Riverside's Templates page with the Shared tab highlighted

  3. On the shared template, select View Actions.

    Shared Seasonal events programme card, marked Read-only, with View Actions highlighted

  4. Select Create Campaign.

    Shared template details, with Access set to Read-only, shared with you, and Create Campaign highlighted

    The other organisation can't edit or delete the template. Changes are made in the organisation that owns it.

  5. Fill in the details, then select Generate Campaign.

    Generate Campaign from Template window filled in for Autumn Workshops at Riverside, with Generate Campaign highlighted

    Each field works as in Create a campaign. The Campaign Public Key must be unique to this organisation.

Before you publish, check what belongs to the new centre: dates, rewards and their stock, add-ons and any organisation variables.

Next steps

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