Save an automation email as a template

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How do I save an automation email as a template?

Introduction

Saving an automation email as a template in ActiveCampaign allows users to reuse the design and content of their automated emails for future campaigns, streamlining the process of email creation. This feature is essential for businesses looking to maintain consistency in their messaging while also saving time when creating new automated emails. Whether you are running multiple campaigns or simply want to enhance your email marketing strategy, having a repository of templates can significantly boost productivity.

How to Access This Feature

To save an automation email as a template, you need to navigate to the Automations section within ActiveCampaign. This feature is available for users on the Starter, Plus, Pro, and Enterprise plans.

Step-by-Step Instructions

Follow these steps to save your automation email as a template:

1. Click Automations on the left menu to view your listed automations.
2. Select the automation that contains the email you want to save by clicking on it.
3. In the upper right corner of the automation canvas, click the arrow to expand the available options.
4. Once expanded, the Settings tab will be visible. Click on Messages at the top of this tab to access all emails within the automation.
5. 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.
6. After saving, your email will open in the template designer. Here, you can make any desired modifications to the template.
7. 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.

Configuration Options and Settings

In this process, several configuration options and settings are available: - The Settings tab allows you to manage email configurations within your automation. - The Messages section displays all emails in the automation, giving you a comprehensive view to choose from. - The Save as template option enables you to keep a copy of your email for future use. - The template designer provides tools to modify your email before saving it as a template, ensuring it meets your expectations.

Best Practices and Tips

- Regularly review and update your saved templates to ensure they reflect your brand’s current voice and design aesthetics. - Consider organizing your templates based on different campaign types or target audiences for quicker access. - Utilize the template designer to test different layouts and contents to optimize engagement in your future campaigns. - Always save a copy of original automation emails before making significant alterations when converting them to templates.

Troubleshooting

If you encounter issues while trying to save an automation email as a template, consider the following: - Ensure that you have the appropriate plan type (Starter, Plus, Pro, or Enterprise). - Confirm that you are clicking on the correct email within the automation and that you follow all steps accurately. - If the Save as template option does not appear, check whether your user role has permissions to save templates.

FAQ

Q1: Can I edit a saved template after I create it?

Yes, you can edit a saved template anytime through the Campaigns > Campaign Templates page.

Q2: Is there a limit to how many templates I can save?

No, there is no specified limit to the number of templates you can save in ActiveCampaign.

Q3: Can I save a regular campaign email as a template too?

This feature is specifically designed for automation emails; regular campaign emails must be saved using different methods.

Q4: Will saving an automation email as a template affect the original automation?

No, saving an automation email as a template does not alter the original email in your automation.

Q5: How do I access my saved templates?

You can access your saved templates by navigating to the Campaigns > Campaign Templates page.

Q6: Can I share my templates with team members?

You can share templates as long as your team members have the necessary permissions to access the templates within ActiveCampaign.

Q7: What should I do if my template doesn't display correctly in a preview?

Make sure to double-check your formatting in the template designer and make the necessary adjustments before saving the template.

This article provides a thorough understanding of how to save an automation email as a template in ActiveCampaign. If you need more information, feel free to explore other related topics in Campaigns and Automation. ```