How do I save an automation email as a template?


All automated campaigns can be saved as templates for later use. 

To save an automation email as a template:

  1. Click Automations on the left menu.
  2. Open the automation containing the email you wish to save as a template. 
  3. Click the "Manage Emails" button located at the top of the automation builder.
  4. A modal window will appear and list all campaigns in your automation. To save one of the emails as a template, click the down caret next to that email's edit button and select "Save as Template."
  5. Your email will open in the template designer. Here you can make any modifications you like.
  6. When finished, click "Save & Exit."

Your new template will be listed with all other templates on the Campaigns > Manage Templates page.

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