We have hundreds and hundreds of email templates created by sales reps. I want to bulk edit all of theirs to change sharing from everyone to private. As marketing, we need to be able to control visibility to just approved templates and right now I have to go through every single template individually and mark it private, it will take an entire day. Then at the list level, there is no way to see what the sharing setting is so if I miss one. This seems so simple to add. Thank you!
Status: Not Currently Planned
Status history
I second this - the ability to bulk edit templates would be extremely helpful.
YES! I created over 100 new marketing emails and wanted to publish them all at the same time, but the system would not let me, therefore I had to spend countless house openings and publishing them all individially.
This seems like an easy fix and something that should be a standard feature for HubSpot. I would love to see this change and improve the system for us all.
It would be nice if there was a column where you could see what sharing settings are used for the templates.. and then checkboxes to bulk edit the settings.
Would love to have this!!
Agreed. And there needs to be a sharing column column or some filtering functionality so you can also bulk pull up/sort the templates you want to update.
I’ll also note this here which I saw in another thread: https://community.hubspot.com/t5/HubSpot-Ideas/Permission-for-template-folder/idc-p/674780#M119458
Rather than setting permissions for hundreds of individual templates there should be some settings on the containing folder (even a simple checkbox option) for passing the folder’s sharing settings down to all contained templates and override any individual template sharing options. Probably the simplest way to maintain correct sharing permissions on hundreds of Sales Templates.
Hoping someone to look into this, and hope it won’t take 5 years until something is deployed.
+1
Disappointed to have to go through these one-by-one
No update in 3 years??
Any updates here? With over 100 reps, we need this functionality please!
Any updates here? Having to go through this same task 1 by 1 like others mentioned.
Agreed. This feature is sorely missing. I have too many to update manually. This has cause significant admin strain to complete the update.
Hi everyone,
I’m Ana, the Product Manager for HubSpot’s Templates tool.
At this time there are no plans to develop this idea. Bulk editing sharing and visibility settings across templates isn’t something we’re planning to prioritize at this time.
This is not to say that this idea will never be developed, just that there are no plans to do so at this time.
Best,
Ana
Hi @adimarino can this be revisited? It has been over 2 years on no movement on this.
One of our client portals has the ability to have 10k message templates, but no way to bulk edit the share settings, making this a real headache, whilst it seems like a simple quality of life functionality, and simple out of line with the bulk management of any other asset within the HubSpot ecosystem.
Honestly, we are surprised this still isn’t possible. We have a lot of templates and no realistic way to manage visibility at scale. Having to open every template individually to change sharing settings is incredibly time-consuming and frustrating, on top of being error-prone (especially because the change isn’t always saved if you do it too quickly).
HubSpot already supports bulk actions and permission management in many other parts of the platform, so being able to bulk update template visibility and see visibility settings in the list view feels like a very basic administrative capability.
Given that this request was originally raised more than six years ago, we are also quite surprised that it still isn’t available. This seems like the kind of fundamental admin functionality that becomes increasingly important as portals grow and governance requirements mature.
We sincerely hope this can be reconsidered in the near future.