Saving a campaign as a template

Using this process, you can save campaigns as templates, which is very practical if you took the time to brand and/or design your template and plan to use it again.

Template saving - a good idea.

Saving your templates is incredibly useful if you want to reuse successful past campaigns or newly developed templates. Whether you start with a blank canvas or a Professional template, if you have taken the time to customize your campaign with your colors, logo, and design, you will certainly want to keep it for future use.

Save a campaign

A few clicks is all it takes: 

  • 1. Select Campaigns on the top menu. 
  • 2. Choose the campaign, or a duplicate campaign.
  • 3. A preview of the email will appear, click Edit Email.
  • 4. On the top right end of the editor, click on the drop down arrow.
  • 5. Click on Save design as template.
  • 6. Give this template a name in the empty field. 
  • 7. Click on Save template.

You saved it!

Your template will then be available within My Templates when you create a new campaign. 

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