How do I save an automation email as a template?

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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."
    save_as_template_example.jpg
  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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