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Save an automation email as a template
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== Step-by-Step Instructions == Follow these steps to save your automation email as a template: # Click '''Automations''' on the left menu to view your listed automations. # Select the automation that contains the email you want to save by clicking on it. # In the upper right corner of the automation canvas, click the arrow to expand the available options. # Once expanded, the '''Settings''' tab will be visible. Click on '''Messages''' at the top of this tab to access all emails within the automation. # Identify the email you want to save as a template. Click the three dots to the right of the email's name and select '''Save as template''' from the dropdown menu. # After saving, your email will open in the template designer. Here, you can make any desired modifications to the template. # Once you are satisfied with your changes, click '''Save and exit''' to finalize your template. Your new template will now be accessible in the Campaigns > Campaign Templates page, where you can manage and utilize it for future email campaigns.
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