Save and Use an Email Template

When you design a regular email that you’d like to reuse, you can save it as a template. Save as many templates as you’d like for your future marketing needs.

In this article, you'll learn how to save and use an email template.

Before you start

Here are some things to know before you begin this process.

• This article tells you how to use both our classic builder and new builder. To switch builders, check out Switch Your Default Email Builder.
• When you save an email design as a template from the new builder, it can only be used in the new builder. 1 column emails designed in the classic builder can also be used in the new builder.
• If you'd like to create a template from scratch, check out our guide on how to Create a Template.

Save your email as a template in the new builder

To save a draft email design as a template in the new builder, follow these steps.

1. Click Campaigns.
   
2. Click All campaigns.
3. Click the draft email you want to work with. To create a template from a sent email, replicate it and continue.
4. In the Content section of the campaign builder, click Edit Design.
   
5. Click the Save and exit drop-down, then click Save as a Template..
   
6. In the pop-up modal, enter a name for your new template and click Save.
   
7. Click Return To Campaign to continue working.

Great job! Your new template will be available for you to edit on the Templates page of your account or in the new email builder.

Save your email as a template in the classic builder

To save an email design as a template in the classic builder, follow these steps.

1. Click Campaigns.
   

2. Click All campaigns.

3. Click the draft campaign you want to work with. To create a template from a sent email, replicate it and continue.

4. In the Content section of the campaign builder, click Edit Design.
   
5. On the design step, click the Template drop down menu and choose Save this design as a template.
   
6. In the pop-up modal, enter a name for your template and click Save.
   
7. Click Return To Campaign to continue working.
   

Your new template will be available for you to use on the Templates page or under Saved templates in the classic email builder.

Use a saved template

After you save your template, you can use it to start a new campaign from the new builder or the classic builder. Templates can also be selected from the Templates page in your account.

From the new builder

To choose a saved template from the new builder, follow these steps.

1. In the Content section, click Design Email.
   
2. Click Saved Templates.
   

3. Click Apply for the saved template you want to use.
   

   To review the template before you make a selection, click Preview.

From the classic builder

To choose a saved template from the classic builder, follow these steps.

1. In the Content section, click Design Email.
   
2. On the templates step, click Saved templates.
   
3. Click the saved template you want to use for your campaign.

From the Templates page

You can also choose a saved template from the Templates page. Depending on which builder the email was originally designed in, we’ll create the email campaign in the new builder or classic builder.

To choose a saved template from the Templates page, follow these steps

1. Click Content, then click Email templates.

2. Click the drop-down menu next to the template you want to use, and choose Create Campaign. This will take you to the campaign builder with your chosen template saved in the Content section.

3. Click Edit Design to make any necessary changes.

That's it! Now you can use your saved template to speed up your process and reach your audience.