Templates 5 from 5

Marketing & Content Email Marketing Tool
1

Hi there,

our company has different licences for different departments. However, there are departments, which has 5 templates free in their license and I do not know, how to definy these 5 templates for them.

I found this infromation, which is not really our case, because we are paying for the license, but this point is the same.

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So, does it mean, that I have to create 5 templates and these 5 first templates will be shown to our departments, which have no premium license? Did I get it rigth?

So, all templates I´ve created must be deleted and I have to start over? Or do we have a better solution? If so, which one is it please?

Thanks a lot for your support.

Br,

Jana

2

Hi @JJ9,

That’s unfortunately not how this works. Free users don’t get to choose which templates they see. HubSpot doesn’t have a concept of ‘user A’s 5 templates’. Whatever 5 templates show up at the very top for a free user are the ones they’re ‘stuck’ with.

If you want them to be able to see any templates other than the 5 chosen by HubSpot, a user would have to get a paid seat.

(Don’t shoot the messenger.)

Best regards!

3

Hi Karten,

thank you for your clear an quick answer. So, it is as it is, it was worth a try.

Br, Jana

4

I have a followup question to this - I have users that have a Core seat and only need access to 5 email templates. We also have sales seats who need more templates. Can we choose which 5 email templates the Core seats are able to use?

5

I believe all, unfortunately. Otherwise Hubspot will take the first 5 that those users had permission to access including their access to the 700. Only the first 5 loaded will show on their account.

6

I (super admin) was able to assign people with core licenses to specific teams and then select that team on the template share selection. I had to remove their access to all other templates other than the 5 I wanted them to be able to use, but I (sales license/ admin) have been able to select which templates that speicifc team is seeing (core seats) after some team assignments.

7

I am attempting this solution and had a couple of questions. When you mentioned that you had to remove their access to all other templates, are you referring to only the 5 they could originally see, or ALL other templates, like the 700 in my account?

8

I believe all, unfortunately. Otherwise Hubspot will take the first 5 that those users had permission to access including their access to the 700. Only the first 5 loaded will show on their account.