Template Sharing

Shared templates give your advisors a reusable starting point. First decide whether you are editing an agency original, your personal email version, or a copy from the Community gallery. These have different update behavior.

Agency email originals and personal versions

Open Automations → Emails for reusable email wording. The When and Used in columns explain where an email is used. Sharing an email does not, by itself, send it to every client; automation steps control recipients and timing.

• Agency original: owners, admins, and advisors with Agency template editor permission can manage shared wording. Changes affect future uses of that original.
• Personal version: choose Customize for my clients to make your own editable version while leaving the agency original available to everyone else. Later edits to the original do not overwrite your wording. Use the row’s Switch back to agency version action to return to the agency version.
• Sharing: open Details · type, category, who can use it in the email editor and check Shared with the agency. Taking an existing shared email private removes colleagues’ access; use a personal version when only your wording should change. Owners editing a shared original can use Customize for my clients instead.

Keep sender merge fields such as {{agent_name}} and {{agent_email}} instead of typing the owner’s personal contact details into shared wording. Each sender’s signature is added separately. Review the subject, body, links, header and attachments, then use Preview as and the desktop/mobile preview controls before saving. The preview is a content check, not proof of a delivered email.

Creating a personal version, or switching back to the agency version, can also update eligible pending automation sends on trips assigned to that advisor. It does not change another advisor’s wording or messages already sent. Some pending items may remain unchanged, so review the Outbox after a material correction rather than assuming every queued item has been rewritten.

Gallery visibility

The Community gallery contains shareable snapshots of forms, email templates, itineraries and resource guides. Gallery visibility is separate from an email’s personal customization.

Visibility Levels

When you share at the Community level, your template goes through an admin review before appearing publicly.

A Private gallery draft stays with its author. Defaults vary by the kind of template and your role, so check visibility instead of assuming every new or copied item is private.

Sharing with a group you belong to

Some advisors belong to a second, shared workspace as well as their own — a group set up so a team can pool templates while each advisor keeps their own clients and trips separate.

By default, the group's shared library only appears while you are switched into the group workspace. An owner or admin of that workspace can change this under Settings → Agency & Branding → Team & Portal → Agency Controls, with the switch reading "Share this agency's library with members everywhere". With it on, anything shared with that group also appears in each member's own workspace, so they no longer have to switch back and forth.

What that setting does and does not do:

• Only shared content travels. Items marked Agency, and library items shared with the workspace, are included. Private and personal items never leave their owner.
• Shared items stay read-only outside the group. You can read and use a group item from your own workspace, but you can only edit it while you are switched into the group. Items you see this way carry a From <group name> badge so it is clear where they came from and why they are not editable.
• It is per-workspace and off by default. Turning it on for one group has no effect on any other workspace you belong to.

Adding to your group's library from your own workspace

Anyone in a group can add to its library, without switching into the group. Click Share on the Template Gallery (or share an email, form, itinerary, or automation), pick the item, and choose your group under Share with. It is selected for you when you belong to a group. The item goes into the group's library, signed with your name, and everyone in the group can see it and copy it.

Your own copy stays where it is. Sharing never moves or exposes your clients, trips, or bookings.

Finding your group's library

• The Community gallery has a tab named after your group, listing everything shared with it and who shared each item.
• The Emails page shows a <group name> library card with a count. Click it to jump straight to that tab.

Who can change what is in the group library

Anyone in the group can add items. Editing or removing items that other people shared is limited to the group's owners and admins, plus anyone they turn on Agency template editor for (open the person under Settings → Advisors in the group workspace). You can always edit or remove your own shares.

Taking your own copy

If you want to change a shared item, open it and choose Copy to my library. That creates a copy in your current workspace which you can customize. Check its visibility after copying: defaults differ by template type and role. The original is untouched, and your copy does not receive later updates from the group.

Sharing a Template

When saving or sharing a template, you'll see a visibility picker with three options: Private, Agency, and Community. Select the level you want and save.

The share dialog appears in:

• Itinerary template save dialogs
• Resource guide share actions
• Form template sharing
• Email template sharing

Browsing Templates

Open the Community gallery to browse shared templates. Its tabs include:

• Your agency — your own gallery items plus items shared with your workspace; other advisors’ private drafts are excluded
• Shared with agency — agency-shared items. A connected group can have a separate tab bearing its name.
• Community — public templates from other JourneyFuse users

Searching and Filtering

Use the search bar to find templates by name. Use the type filter for All Types, Forms, Email Templates, Itineraries, or Resource Guides.

Template Cards

Each template card shows:

• Name and type (with a colored badge)
• Description
• Clone count (how many people have used it)
• Author name

Copying a Template

To use someone else's template, click Copy to my workspace. This creates your own copy in the workspace you are in, which you can customize. The original is unchanged and its copy count increases by one. A copied email never sends on its own; use it in an email or add it to an automation when you are ready.

Previewing Templates

Click a template's cover photo, or the Preview (eye) button under it, to look before you copy. Hover any small button on a card to see what it does.

An email preview shows the whole email as your client would get it, not just the subject line. It fills in your own name, contact details, agency name and logo, and uses a sample client ("Alex") for the greeting. Switch between Desktop and Phone to check both layouts. When you like it, click Add to my emails. The ready-made designs land under Campaign emails on your Emails page, and the confirmation names the tab and has an Open button that takes you there. The copy is yours to edit, so nothing in the community version changes.

Forms show their fields, itineraries show their days and activities, and guides show their sections.