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How to Unshare Email Templates in Zendesk Sell

Learn how to unshare email templates in Zendesk Sell. Follow these steps to manage your shared templates effectively.

How do I unshare an email template in Zendesk Sell?

Unsharing an email template in Zendesk Sell is a simple process. If you have shared a template with others and wish to unshare it, perhaps for a seasonal campaign, you can easily do so.

To unshare a template, navigate to the Sell sidebar and click on Settings. Then, go to Customize > Email Templates and click on the Templates tab. Open the template you want to edit, and in the Edit template dialog, deselect the 'Share with everyone' checkbox. Finally, click Save to confirm your changes. For more details, check out theoriginal link.


More related questions

What are the steps to delete an email template in Zendesk Sell?

Deleting an email template in Zendesk Sell is straightforward, but there are a few things to keep in mind. You can delete your personal templates, but only an admin can delete shared templates. To delete a template, go to the Sell sidebar and click…

Can I delete a shared email template in Zendesk Sell?

Yes, you can delete a shared email template in Zendesk Sell, but you must be an admin to do so. Deleting a shared template removes it for all users on the account. To delete a shared template, access the Sell sidebar and click on Settings. Then, go…

What happens to email sequences if I delete a template in Zendesk Sell?

If you delete an email template in Zendesk Sell, any ongoing email sequences using that template will continue to use it until an admin updates the sequence configuration. When you attempt to delete a template, you'll receive a warning if it's part…

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