How to Save an Email Template

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Overview

Saving email templates is an easy way to cut down time building your campaigns or flow emails. Saved templates can be used as a starting point for future emails. From the Email Templates tab, you can build out a template directly or edit saved email templates. 

Save an Email as a Template

For a flow email, click on the email you would like to save. Then, go to Email Content > Edit Content and select Save as Template.

A cursor hovers over the Save as Template option in the Edit Content menu

Once your email is saved as a template, it will appear in the Email Templates tab.

For a campaign email, click on the email you would like to save, go to Content > Edit Content. Here, you will see the option to Save as Template.

A cursor hovers over the Save as Template option in the Edit Email menu

Once your email is saved as a template, it will appear in the Email Templates tab.

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 Email Templates.

A cursor hovers over the Add to Email Templates option in the additional options menu for a template

Starting from Scratch

When configuring a new email, you will first see a window with the prompt: What type of email would you like to create?

Here, select Select Template > Choose Template from Library. Navigate to the Your Templates tab and 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. Click the Content tab.
  2. Click the Edit Email dropdown and select Change Template.
  3. Select an option: Drag and Drop, Text Only, or HTML, then select and edit your template.

Screen where a new template can be selected for a campaign email

To switch to a new template in a flow: 

  1. Click the Message Content tab.
  2. Click the Edit Content dropdown and select Change Template.
  3. Select an option: Drag and Drop, Text Only, or HTML, then select and edit your template.

A cursor hovers over the Change Template option in the Edit Content menu of a flow email

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