Templates are a great way to streamline processes and save you and your team time setting up your Email and SMS messages.
To save an Email as a Template from within a Blast first locate the Blast module in the left side-bar menu.
From there find the Blast you want to save.
If the message has not been sent you will want to click the ‘pencil’ edit icon to open the Blast.
Once open, you will find yourself in Step 1: Recipients.
From there click the right purple arrow once.
You will now be on the main view of Step 2: Content on the Send Settings page.
You will now see the purple ‘Save as Template’ button in the top right corner next to Send Test’.
From there you will give your Template a name, we recommend something that you will be able to search for later when needed easily.
Once done, click Save & Close.
The Template will now live within the Templates module located in your Account Settings. It will also be accessible when creating future Blasts and Automations.
From Templates
From Blasts
From Automation - Send Email
To edit this Template, locate it within the Templates module and re-save it with the same name.