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:

view templates - how to copy templates

Once you’ve found the template you want to copy, click the menu item “Copy to client”:

copy to client - how to copy templates

The next screen will show you a dropdown menu of all your clients:

copy template - how to copy templates

Select the desired destination and click the “Copy Now” button. You can return to your templates or copy the template to another client account:

copy complete - how to copy templates