Saved Modules

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How to Save and Reuse Email Content with Saved Modules

With ActiveCampaign, the feature Saved Modules enables users to streamline their email campaigns by saving and reusing content efficiently. This capability is particularly beneficial as it helps save time, reduces redundant work, and maintains consistency in messaging. For example, frequently used headers, footers, or styled buttons can be saved once and reused across multiple campaigns, simplifying campaign development and enhancing productivity.

How to Access Saved Modules

To access the Saved Modules feature, you need to use either the **Email Designer** or the **Classic Designer**. This section provides guidance on using both designers to create, manage, and utilize saved modules effectively.

Step-by-Step Instructions

Saved Modules with the Email Designer

Follow the steps below to create, edit, and manage saved modules within the Email Designer:

• Creating a Saved Module

1. Locate the campaign containing the content you wish to save and open it. 2. From your email’s campaign designer, hover your mouse over the container, section, or structure you wish to save. 3. Click the ellipsis (three dots), then click the “Save as module” option. 4. The saved content will then appear on the right panel under “Content” > “Saved Modules” where you can:

  * View and update the module name
  * View and update the module description
  * (Coming Soon) Apply a category such as Popular, Preheaders, Headers, Banners, and more.

5. Add a tag to the module to help with searching for saved modules. 6. Click the “Save” button when you are finished.

• Adding a Saved Module to a Campaign

1. In the Email Designer, click “Content” > “Saved Modules” located on the right panel. 2. Drag the desired saved module into your campaign layout.

• Editing Saved Module Attributes

To edit attributes such as the name or description, follow these steps:

1. In the Email Designer, click “Content” > “Saved Modules.” 2. Click on the module you wish to update. 3. The right panel will display the saved module. Click the ellipsis at the bottom right. 4. Make your edits. 5. Click the “Update” button.

• Editing Saved Module Content

You can change the content of saved modules anytime. Here’s how:

1. Click the saved module within the designer that you wish to update. 2. Make your updates. 3. Hover over the ellipsis and click the “Save as module” button. 4. The right pane will show the previously saved module. You can choose to:

  * Click “Update” to modify the existing saved module, or
  * Click the chevron next to the “Update” button to save as a new module.

• Deleting a Saved Module

To delete a saved module:

1. In the Email Designer, click “Content” > “Saved Modules.” 2. Click on the module you wish to delete. 3. Click the ellipsis and select “Delete.” 4. A modal window will appear. Click the “Delete” button to confirm.

• Viewing Saved Modules

You can view saved modules in different formats (tile or list):

1. From the campaign designer, click “Saved Modules.” 2. Select the viewing option you prefer. 3. You can filter saved modules by category or tag by clicking on the filter option and selecting your desired category or tags.

• Searching for Saved Modules

To locate saved modules efficiently:

1. From the campaign designer, click “Saved Modules.” 2. Utilize the search bar by entering the name, tag, or category. 3. Hit "Enter" or “Return” on your keyboard.

Saved Content with the Classic Designer

To work with the Classic Designer, you'll focus on saved blocks.

• Creating a Saved Block

1. Locate the campaign containing the content you wish to save and open it. 2. Click the content block you want to save. 3. Click the gear icon > "Save to content library". 4. A modal window will appear prompting you to name the saved block. Type the name into the field provided. 5. Click “Save”.

Your saved block will appear on the right panel under **Insert** > **Saved**.

• Adding a Saved Block to a Campaign

1. In the campaign designer, click the “Saved” option. 2. Drag the block to your campaign layout.

• Updating or Deleting a Saved Block

To update or delete a saved block:

1. Click the “Saved” option from the campaign designer. 2. Click the gear icon next to the saved block you wish to manage. 3. A modal window will appear. You can:

  * Rename it by typing the new name and clicking “Close.”
  * Delete the block by clicking “Delete this item” then “OK”.

Configuration Options and Settings

You have several options for configuring your saved modules:

• Module name: Customize the name of each saved module for easy identification.
• Module description: Provide a brief description that outlines the purpose or contents of the module.
• Categories: (Coming Soon) Organize saved modules into categories such as Popular, Preheaders, and others to facilitate searching.
• Tags: Use tags to categorize and enable fast searching of saved modules within the library.

Best Practices and Tips

• Ensure you name your modules and blocks descriptively to make them easily identifiable.
• Regularly review and update your saved modules to ensure they remain relevant and up-to-date.
• Use tags strategically to improve your ability to quickly find and access saved content.
• Group similar items into categories where possible, especially as the feature expands to support categorization.

Troubleshooting

If you encounter issues with Saved Modules, consider the following troubleshooting steps:

• Ensure that you are using the correct versions of the Email or Classic Designer, as functionality may differ.
• Verify that you are following the steps accurately for saving or deleting modules.
• If saved modules do not appear, check that you see the right panel under “Content” > “Saved Modules”.
• Clear any cached data in your browser if you face loading issues.

FAQ

• What is a Saved Module?

 A saved module allows you to save specific blocks of content to reuse in future campaigns, promoting consistency and efficiency.

• How do I create a Saved Module?

 Simply hover over the desired content in the Email Designer, click the ellipsis, and select “Save as module”.

• Can I edit a Saved Module after creation?

 Yes, you can edit attributes such as the name, description, and tags, as well as modify the content itself.

• Is there a limit to how many Saved Modules I can create?

 There is no specified limit, allowing users to create as many modules as necessary for their campaigns.

• What happens if I delete a Saved Module?

 Deleting a saved module removes it from the library, but it will still be present in any draft campaigns that already utilized it.

• Can I categorize my Saved Modules?

 Yes, categories will be supported soon to enhance organization and searchability.

• How can I search for existing Saved Modules?

 Use the search bar under “Saved Modules” to find modules by name, tag, or category.

For more detailed information on other features, check out the related documentation in the Campaigns and Email sections. ```