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.


  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.”


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


  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.”


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


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.

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