How to save an email template

You will learn

Learn how to save an email template to reuse in the future. Saving email templates is an easy way to cut down time building your campaigns or flow emails, as saved templates can be used as a starting point for future emails. From Content > Templates, you can build out a template directly or edit saved email templates.

Save an email as a template

For a flow email:

1. Click on the email you would like to save.
2. Scroll down to the Template section.
3. From the additional options menu, select Save as Template.
   

Once your email is saved as a template, it will appear in Content > Templates.

For a campaign email:

1. Click on the email you would like to save.
2. Navigate to Content > Edit Content.
3. Open the Edit Email menu.
4. Click Save as Template.

Once your email is saved as a template, it will appear in Content > Templates.

You can save a sent campaign email as a template by navigating to Campaigns, selecting the additional options menu next to the campaign title, and choosing Add to Templates.

Use a saved template

When configuring a new email, you will first see a window with the prompt: How would you like to design your email?

Here, select Drag and Drop. Choose the Saved templates tab; then, find and select your saved template. 

Switch to a saved template

If you're working with either a draft campaign email or a flow email, you can change the template you're working with. To switch to a different template in a campaign: 

1. Navigate to the Content step.
2. Open the Edit Email dropdown.
3. Click Change Template.
4. Select Drag and Drop, then select and edit your template.

To switch to a new template in a flow: 

1. Navigate to the Message Content step.
2. Click the Edit Content dropdown and select Change Template.
3. Select Drag and Drop, then select and edit your template.

Additional resources

• How to create a base template
• Guide to the email template editor
• Course: Get started with the email template editor