❗Important: This feature is only available with our newest email template picker.
Hey there, community members! I’m excited to announce you can now save your email designs as reusable templates!
The Save as template feature is designed to help you maintain brand consistency and reduce repetitive work by turning your successful email designs into reusable foundations.
🛠 How to Create a Custom Template
You can turn any Draft or Sent email into a reusable template directly from your dashboard:
Navigate to the Campaigns (or Email) dashboard.
Locate the specific email you wish to replicate.
Click the three dots (...) or the drop-down menu next to the campaign name.
Select Save as template.
Enter a descriptive name (e.g., "Monthly Newsletter - Master") and click Save.
🎨 How to Use Your Saved Templates
Once saved, your custom designs are stored in a dedicated area for easy access:
Click the Create button and select Email.
In the template picker, click on the Saved Templates tab.
Select your design and click Next to start customizing it for your new campaign.
📋 Audit Notes & Improvements
Feature Availability: This remains exclusive to the newest email editor. If you are using the legacy "second-generation" editor, this option will not appear.
Efficiency Tip: Instead of just saving "sent" emails, we recommend creating a "Master Brand Template" that contains your confirmed hex colors, logo, and social media links. Save that as a template to ensure every team member starts with the correct branding.
Webinar Resource: If you're looking to speed things up even further, check out the upcoming webinar on How to Use AI as your ultimate marketing assistant.
