Summary

When setting up Email Marketing, there are 3 options to choose from in regard to access. The email layouts can either be for company-wide use, for a specific representative, or for the currently signed-in user.

Step by Step

admin > email marketing tab > drip/blast email

During the setup process, there are available settings that allow for the templates to be shared company-wide or for a specific user.

Drip campaign sharing option

Blast campaign sharing options

How does this differ for agents?

Admin and broker level users are able to create these campaigns and make these selections