How do I save an automation email as a template?

All automation emails can be saved as templates. The next time you create a new campaign or automation email, you can select that template as a starting point.

To save an automation email as a template:

  1. Click “Automations” in the top menu to navigate to the Automations Overview screen.

    Click_automations.png

  2. In the list of Automations that appear, locate the automation that contains the email you wish to save as a template and click “Edit.”

    automations_click_edit.png

  3. Once your automation opens, click the “View Emails” button located on the top right of your screen.

    Automation_View_Emails.png

  4. A modal will open and will list all of the emails in your automation. To save one of the emails as a template, click the dropdown next to that email and select “Save as Template.”

    Save_automation_email_as_template.png

  5. Your email will open as a template. Here you can make any modifications you like. When finished, click “Save & Exit.”

    Automation_email_as_template_save_and_exit.png

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

For a quick how-to on saving campaigns as templates, click here.

For more in-depth information on templates, check out this Guide.

Have more questions? Submit a request