How to create, edit, delete, and manage templates

You will learn

Learn how to create, edit, delete, and manage your email templates under Content > Templates.

Create a template

1. Navigate to Content > Templates.
2. Select Email library and click a template to use as your starting point.
3. Review the template in the modal that appears; then, click Use template.

Customize the template in the editor. In the drag-and-drop editor, changes save automatically; click Exit when you finish.

To start from scratch:

1. Select Create > New template.
2. Choose Email, enter a Template name, and click Create to open the editor. Customize the template, then click Exit when you finish.

To use a saved template as a starting point without changing the original, clone it using the steps below. Alternatively, import a custom HTML template.

Edit a template

1. Navigate to Content > Templates.
2. Click Email: saved to view your existing templates.
3. Click the icon of the template you’d like to edit.
4. Click Edit template in the modal that appears.

Edit your content in the editor. In the drag-and-drop editor, changes save automatically; click Exit when you finish. In the HTML or text-only editor, save your changes before leaving.

Editing a saved template does not update the copies already used in flows or unsent campaigns. However, changes you publish to universal content apply to all linked instances, including in other templates and emails. Learn more about universal content.

Change the name of a template

1. Navigate to Content > Templates.
2. Open Email: saved and locate the template you want to update.
3. Select the 3-dot menu for the template.
4. Select Rename, enter a new name, then click Rename to save it.

Clone or delete a template

1. Select Content > Templates > Email: saved to locate the template you want to clone or delete.
2. Open the template’s 3-dot menu and select Clone or Delete.

• If you selected Clone, keep Clone to this account selected, enter a name for the copy, and click Continue.
• Deleting a template cannot be undone. If you selected Delete, click Delete again to confirm.

Save an email as a template

If you're working with either a draft campaign email or a flow email, you can save your email as a template. To save a campaign email as a template:

1. Open a draft campaign email and select the Message step.
2. Open the 3-dot Template options menu beside Edit.
3. Select Save as template.
   
   

4. Enter a name for your template and click Save as Template.

Your email template is now available in the Templates tab.

To save a flow email as a template:

1. In the flow builder, select the email you want to save as a template.
2. In the Template section, open the 3-dot Actions menu beside Edit.
3. Select Save as template.
4. Enter a name for your template and click Save as Template.

Your email template is now available in the Templates tab.

Sending templates

In Klaviyo, there are 2 main ways to send your email templates to your subscribers:

• Use a campaign to send an email template to a group of subscribers at the same time.
• Use a flow to send an email template based on when a subscriber does something.

Switching templates

You can change the template in a draft campaign email or a flow email you can edit. Save the existing email as a template first if you want to keep its content; choosing a replacement template replaces the email’s current content.

Change a campaign email template

1. Open the draft campaign email’s Message step.
2. Open the 3-dot Template options menu beside Edit.
3. Select Change template. If the email currently uses the HTML or text-only editor, select Switch to drag-and-drop editor instead.
4. Choose a template from Email library or Email: saved, then click Use template. When you finish editing, click Next or Save and return, depending on your campaign builder.

To use the HTML or text-only editor instead, choose Switch to HTML editor or Switch to text only editor from the Template options menu, then edit and save your email.

Change a flow email template

Use the full flow builder for these steps. You need permission to view flow reporting to open View details.

1. In the flow builder, select the email, click View details, then select Message content.
2. Open the 3-dot More email actions menu beside Edit email and select Change template.
3. Choose Drag and drop, Text only, or HTML.
4. For Drag and drop, choose a template from Email library or Email: saved, then click Use template. For Text only or HTML, the corresponding editor opens.
5. Edit your email. In the drag-and-drop editor, wait for your changes to save, then click Exit. In the HTML or text-only editor, save your changes before leaving.

Additional resources