How to Use Company-Level Newsletter Templates in Letterhead

Company-Level Templates let you build a newsletter layout once and share it with every channel in your organization — keeping branding consistent without rebuilding the same design per channel.

Before you start

• Only company admins can create and manage company-level templates.
• Shared templates appear to all channel users in the Templates section but can’t be edited there — channel users clone them instead.

Create and share a company template

1. Log in with your company admin account and open the Templates section.
2. Choose Create New Template.
3. Build the layout in the editor using your brand kit — colors, logos, and fonts.
4. Click Preview and activate. In the Preview card (block templates only), use Preview as to see how the template renders in a specific channel’s context. Type to filter the list if you have many brand kits.
5. In the Settings card, under Activate in Channels, pick which channels should have access.
6. Click Activate to make the template available across your organization.

What’s on the Preview and activate panel

The panel is laid out the same way as the one you use to schedule a newsletter, with each part in its own card:

• Preview — choose the channel to preview the template as. HTML templates don’t have this card.
• Settings — the channels the template is activated in, click tracking (where your email provider supports it), UTM tracking, and the template’s tags. Templates that send through Iterable also show their labels here.
• Send Test — add up to 10 email addresses and click Send test to see the template in an inbox before you activate it. On a block template, the test sends through the channel you picked in Preview as, so pick one that’s connected to the template’s email provider first. The count of addresses you’ve added sits next to the Email Address label.

If you’re not ready to activate yet, click Save as draft, which sits just to the left of Activate, and come back to it later.

Once a template is active, the panel shows a confirmation and a Details card listing the channels it’s activated in. You can still change its tags there. To stop offering the template, click Deactivate.

Customize a shared template in a channel

Channel users can’t edit a company template directly. To customize one, click Clone from the channel’s Templates section — the copy is channel-level and fully editable. When you clone a company template, you can give the copy a custom name so it’s easy to find later.

FAQs

Who can create and manage company-level templates? Only company admins.

Can templates be previewed before sharing? Yes — admins can preview a template in the context of any channel before activating it.

Can channel users edit shared company templates? No, but they can clone them and modify the copy freely.

Related

• Working in Settings
• Managing Brand Kits from a Central Company-Level Screen