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Copy Saved Templates Between Omnisend Accounts

Learn how to copy saved email templates between Omnisend accounts. Includes setup steps, admin access requirements, and troubleshooting tips

Ira avatar
Written by Ira
Updated this week

You can copy saved email templates between stores in Omnisend – either between stores under the same login, or between separate Omnisend accounts. This saves time when managing multiple brands, migrating accounts, or sharing templates with clients.

This article explains how to copy templates and what to do if you can't or don't want to grant account access.


Before You Begin

Prerequisites:

  • To copy templates between stores under the same login, the destination store automatically appears in the dropdown.

  • To copy templates to a different Omnisend account (separate owner/login), you must first invite that account owner as an Admin user:

    • Go to Account Management → Users → Invite User

    • Assign Admin role

    • Once connected, the destination account will appear in the Copy dropdown

⚠️ Privacy note: Admin users can view all campaigns, contacts, and account settings. If you prefer not to share access, use the HTML export method below.

What you can copy:

  • This feature copies full saved templates only – not individual saved sections, items, or layouts.

  • Only the template design and content copy. Contact data, campaign settings, and performance data do not transfer.

  • Copied templates are available in both the Campaigns and Automations wizards.

User roles:

  • All user roles can copy templates between accounts, except the Content Creator role.

Copy a Saved Template

Step 1. Go to Store settings → Saved templates.

Step 2. Find the template you want to copy and click Copy.

Step 3. In the Copy saved template dialog:

  • Rename the template if needed.

  • Select the destination account from the dropdown:

    • To duplicate in the same account, leave "Destination account" as is and click Duplicate.

    • To copy to a different account, select it from the list and click Copy.

Step 4. A success message confirms the template was copied.

Step 5. Switch to the destination account to view and use the copied template. Go to Store settings → Saved templates to find it.

Note: The copied template becomes independent from the original. Changes to one will not affect the other.

Copy via HTML (No Account Access Required)

If you can't or don't want to grant admin access to connect accounts, you can export the template's HTML and share it manually.

Step 1. Open the saved template in the email builder.

Step 2. Extract the HTML code:

  • Click the arrow next to Preview & Test → Inspect Element to copy the code.

Step 3. Share the HTML file or code with the destination account owner.

Step 4. The recipient can import the HTML as a custom template in their account:

  • Go to Store settings → Saved templates → Import template → Paste HTML code

This method avoids sharing account access but requires manual transfer.

Preview or Delete a Template

Preview a Template

Hover over any saved template and click Preview to see how it looks on desktop and mobile. 

Delete a Template

Click More → Delete to remove unwanted templates.

Note: Deleting a template in one account does not affect copies in other accounts. Each copied template is independent.


FAQ

Why don't I see the destination account in the dropdown?

The destination dropdown only shows accounts where you have user access. To copy templates to a different Omnisend account, first invite the target account owner as an Admin user (Account Management → Users → Invite User). Once connected, their account will appear in the dropdown.

Can I copy saved sections or saved items (not full templates)?

No. Only fully saved templates can be copied between accounts. Individual saved sections, items, or layouts cannot be transferred separately. To move a specific section, copy the entire template containing that section.

Can I copy a template to another account without granting admin access?

Yes. Export your template's HTML code from the email builder and share it with the destination account owner. They can import it as a custom HTML template in their account. This avoids sharing account access.

What's the difference between copying to "multiple accounts" vs. "multiple stores"?

  • Multiple stores (same login): If you manage multiple stores under the same email login, the destination dropdown automatically shows all stores you have access to.

  • Separate Omnisend accounts (different logins): To copy templates to an account with a different owner, you must first invite that account owner as an Admin user.

What user roles can copy templates?

All user roles can copy templates between accounts, except the Content Creator role. Learn more about user roles.

Will the copied template update if I change the original?

No. Once you copy a template, it becomes a separate, independent template in the destination account. Changes to the original will not affect the copied version, and vice versa.


Have questions? Our support specialists are available around the clock via in-app chat or by email at [email protected].

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