How to Save an Email Template

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Overview

If you design a campaign or flow email that you would like to save and have available to use as a starting point for future emails, you can save the email as a template.

All saved email templates can be found in your account's Email Templates tab. You can also choose to design new emails directly in this tab, and then use the template within a campaign or flow as outlined below.

Save an Email as a Template

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

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Once your email is saved as a template, you will see it in your Email Templates.


For sent campaigns, you can save a sent campaign email as a template by selecting the right menu and choosing Add to Email Templates from the main Campaign page.

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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 Use Template > Choose Template from Library. A new Template Library window will appear - navigate to the Your Templates tab and you should be able to find and select your saved template.

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Switching to a Saved Template

If you have already started configuring your email, it is not too late to switch and use a saved template instead. To do this:

  • Go to the Email Content tab
  • Click on the Change Template dropdown2019-09-16_17-06-54.png
  • Select Use Template (choose template from library)
  • In the Template Library window choose "Your Templates"
  • Find your saved template and click select
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