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Saving Automation Email As A Template
Saving Automation Email As A Template

This article explains how to save an automation email as a template.

Updated over a week ago

All emails sent by automation can be saved as templates for use in the future. This is helpful if you want to start a new campaign or automation email from that email.

To save an email sent through automation as a template, you m ay follow the steps below:

  1. Go to the Automations Overview screen by clicking "Automations."

  2. Find the automation that includes the email you want to save as a template, and then click "Edit."

  3. Once your automation opens, click the "View Emails" button in the upper right corner of your screen.

  4. A modal window will pop up with a list of all the emails in your automation. To save one of the emails as a template, click the down arrow next to the "Edit" button and choose "Save as Template."

  5. Your email will start out as a template. Here, you can change anything you want. Click "Save & Exit" when you're done.

  6. On the Campaigns > Manage Templates page, your new template will be listed with all the other templates.

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