Save an email as a reusable template

Add a draft or sent email to the template picker to reuse the content and design when you create a new email

If you spent time designing a great email and want to use it for future emails, you can easily save it as a template—it can be an email you previously sent or one you have saved as a draft. The next time you create a new email, simply select it from the “Saved" section in the template picker, and then you can customize it as needed before sending it to your contacts.

Please note: Custom Code emails cannot be saved as a template.

• Save an email as a template
  • Save an email from the Emails page
  • Save a draft email while editing it
• Use a saved template
• Rename a saved template
• Delete a saved template

Save an email as a template

Any draft or previously sent email can be saved to the template picker for future use. You can save as many emails as you want from the Emails page or while editing a draft.

To save a draft or previously sent email from the Emails page:

1. Click Channels > Emails.
2. (Optional) Use the filters to help narrow your search.
3. Next to the email you want to save as a reusable template, click the three dots to expand the menu, then select Save as template. 
   
    
    
4. Give your template a unique name that you'll easily recognize later. A template name can be up to 80 characters long.
5. Click Save.
   
    
    

Note: If you want to make changes to a saved template, you can do so by selecting it from the template picker, making your edits, and saving it as a new template. You can then delete the previous version to avoid confusion, if needed.

To save a draft email while editing it:

1. When you’re finished designing your email, click Preview & test > Save as template from the top of the editor.
   

   Tip: Be sure to make all your desired edits to the draft before saving it as a template. If you want to make changes to the template after it’s been saved, you’ll need to make your edits and save it again as a new template. You can then delete the previous version if needed to avoid confusion.

   
   
   
   
2. Give your template a unique name that you'll easily recognize later. A template name can be up to 80 characters long.
3. Click Save.
   
    

Use a saved template

Whenever you create a new email, you can select your saved template from the "Saved" tab or category. 

1. From the template picker, either:
   • Click the Saved category under the search bar at the top of the page.
     
     
     
     
   • Click the Saved tab at the top of the page.
     
     
     
     
2. Depending on your account:
   • Click on the template to preview and select it.
     
     
     
     
   • Place your cursor over the template thumbnail and click the Select button.
     
     
     
      
      

Your template opens in the email editor, and you can modify the content, branding, and layout as much as you like before sending it to your contacts.

 

Rename a saved template

If you want to rename any saved templates, you can do so from the "Saved" section in the template picker. The new name must be unique and have no more than 80 characters:

1. From the Saved section of the template picker, click the three dots below the template thumbnail and select Rename.
   
   
   
   
2. Enter a new name for the template.
3. Click Save.
   
   
    

Delete a saved template

When it's time to clean up old content, you can delete any of your saved templates from the "Saved" section in the template picker. This doesn't delete your email; it only removes it from the template picker.

1. From the Saved section of the template picker, click the three dots below the template thumbnail and select Delete.
   
   
   
   
2. Click Delete to confirm.
   
   
    

You can’t undo this action, but you can always save the email as a template again if you wish.

Questions?