How to save an email you're currently designing as a template

Any design you’re working on can be saved as a template, whatever kind of email it started life as. It’s the quickest fix when you built something as an automated email and meant it to be a campaign, or the other way round, and it’s how you keep a design you like for later.

Saving the design

Open the campaign, automated email or recurring email you’re working on and go to its Content step, which is the editor.

On the left of the editor is a narrow bar with 4 tabs: Tags, Actions, Files and Template. Open Template, give the template a name and click Submit.

You’ll see Template saved when it’s done. The same panel has a Go to templates link that opens your templates in a new tab.

The email needs some content first. An empty email can’t be saved as a template, and you’ll get an error if you try.

From a campaign’s page

You can also save a campaign as a template without opening the editor. Go to Marketing > Campaigns, open the campaign, click Actions and choose Save as template. The name is filled in with the campaign’s name. Change it if you like, then click Save as template.

Using it afterwards

The design is now under Marketing > Templates, in the Personal list. Open it to see a preview. From there, Use template as starts a new automated email or campaign from it, and Edit lets you keep working on the template itself.

When you add a new campaign or automated email, you’ll also find it in the template picker under My templates.

Saving a template copies the design as it was last saved. Carrying on editing the email afterwards doesn’t change the template, and editing the template later doesn’t change the email you saved it from.

What doesn’t come along

A template holds the design only. The email’s subject, sender, recipients and any reward attached to it under Actions stay with the email and aren’t part of the template, so you set those again on whatever you build next.