How do I save an automation email as a template?

ActiveCampaign plans
Starter
Plus
Pro
Enterprise

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 arrow located on the top right of the automation canvas.
    sarahnicholaev - Automation 2025-02-27 at 1.31.57 PM
  4. The "Settings" tab will expand. Click "Messages" at the top of the tab to see all of the emails in your automation.
  5. To save one of the emails as a template, click the three dots to the right of the email's name and select "Save as template."
    Screenshot 2025-03-17 at 5.03.40 PM.png
  6. Your email will open in the template designer. Here you can make any modifications you like.
  7. When finished, click "Save and exit."

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

Have more questions? Submit a request

Start free trial