How to save an email template

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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.

Ready to send your template to your subscribers? Learn how to send an email campaign.  

Save an email as a template

For a flow email:

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

The option to save a flow email as a 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

The option to save a campaign email as a 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: 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. 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

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