Sharing an Email with another agent account in your company

How to share an email design with another agent in your company, and how to accept a shared email.

Written By Danny Schaffer

You can now Share an email created in your account with another agent account in your company system (as long as they have access to the same original template). 


Sharing an email will send the selected agent account an email allowing them to accept and copy a version of the email to their account.


Check out the video here or continue reading below:


Sharing an Email

In your agent account,

  1. Hover over Lead Nurture and Manage Marketing Pieces, then click on the option where your desired email design is (Scheduled, Started, or Sent).

You can technically share an email at any stage of completion: Started, Scheduled, or past sent (History), though the Share option will only be clickable if you still have access to the template you used to create the email.

An image showing "Lead Nurture - Manage Marketing Pieces" and then highlighting the Scheduled, Started, and Sent pieces, as all technically can have share-able emails.

  1. Locate the email you want to share and click SHARE.

The "Lead Nurture | Manage Marketing Pieces" page with the "Started" tab selected.. The "Share" button next to an email is blue and clickable. An arrow points to it.

  1. In the pop-up, search an agent’s name.

If an agent is not showing here, they either:

  1. Do not have a rezora account, or

  2. Do not have access to the template used to create the email.

  1. Click the circle to the left of the agent’s name to select them.

  2. Click Share at the bottom of the modal.

The Share with Agent modal open with a searched name in the search field. The Agent has been selected, and an arrow points to the Share button at the bottom right.

You're done! The email has been sent to the email address on the selected rezora account in the search window. Now they'll need to use the button in the email to accept, sign in, and finalize the copy.

 

Accepting a Shared Copy

If your teammate has shared an email design with you in rezora, you can look out for an email from info@rezora.com.

In your email, you can review the design and click the 'Accept Marketing Piece' button to start the process. 

Note: You may first wish to sign in to Rezora so you know you're in the correct rezora agent account.

 

An "*agent name* shared a marketign piece with you" email open in the inbox. This is the recipient view. An "Accept Marketing Piece" button is shown.

 

When you accept, you'll see rezora open in a tab in your default web browser. That window will have a modal asking if you would like to accept the shared marketing piece. If you do, click "Accept Marketing Piece" to have the contents copied into your account.

The "Accept Marketing Piece" modal in an agent account has the name of the sharer, and the subject line of the shared piece. An arrow points to the 'Accept Marketing Piece' button.

The email design is now copied into your account. You will be taken to the email immediately, but you will also see it on your "Started Marketing Pieces" page if you navigate away from the page. 

The design copied will be exactly as it was in the other account. You will likely need to make changes to the email to use your information in the footer or make any other customizations to the wording, design, and links present. 

An image showing the "Lead Nurture" menu opened to "Manage Marketing Pieces". The "Started Pieces" option has an arrow pointing to it, showing where to go to find a shared piece after it is accepted.