How to save a campaign as a template

Already sent campaigns and drafts can be saved as templates. Templates can be easily accessed during the campaign set up and are a great way to keep your branding consistent.

To save your campaign, go to Campaigns, click on the dropdown menu on the side of your chosen campaign and select Save as template.

For automated campaigns, first, you'll need to select the workflow from the Campaign section. Then, you can use the dropdown menu on the campaign of your choice.

Where can I find my saved templates?

They'll appear under the Templates tab. If you'd like to edit your template, you can do it there. 

While creating your campaign, you can select your premade templates by going to the Your Templates tab. 

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