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. Open your flow and click the email you would like to save.
2. Scroll down to the Template section.
3. From the additional options menu, select Save as template.
   

4. Name it, and then click Save as Template.

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

For an unsent (i.e., draft) campaign email:

1. From Campaigns, open the draft campaign.
2. Go to the message content step. If you are on the recipients step, click Next.
3. Beside the email preview, click the 3 dots (additional options) menu.

4. Click Save as template.
5. Name it, and then click Save as Template.

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

For a sent campaign email:

Add to templates is available for emails with 1 variation in campaigns that are not archived. You need permission to edit campaigns and templates.

1. From Campaigns, click the 3 dots (additional options) menu for the sent email.
2. Select Add to templates.
   

3. Enter a Template name, then click Add to email templates.

The template will appear in the Email: saved tab under Content > Templates.

Use a saved template

Open the template gallery for your new email:

• For a campaign email, go to the message content step.
• For a flow email, select the email in the flow builder and click Select template in the Template section.

1. Choose the Email: saved tab, then select your saved template to preview it.
2. Click Use template to apply it to your email and open the editor.

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. Selecting a new template replaces the email's existing content. Save the current email as a template first if you want to reuse it.

To switch to a different template in a campaign:

1. Open the draft campaign's message content step, then click the 3 dots (additional options) menu beside the email preview.
2. Click Change template. For a text-only or HTML email, select Switch to drag-and-drop editor instead.
3. Select Email: saved, then select your saved template to preview it.
4. Click Use template, then edit your email.

To switch to a new template in a flow:

1. Open your flow and select the email. In the Template section, click the 3 dots (additional options) menu.
2. Click Change template to open the email's content page.
3. Beside the email preview, open the 3 dots (additional options) menu and click Change template.
4. Select Drag and drop to open the template gallery.
5. Choose Email: saved, then select your saved template to preview it.
6. Click Use template, then edit your email.

Additional resources