How to Save an Email Design as a Custom Template

Custom templates are a quick and easy way to re-use email designs throughout your marketing!

In this short step-by-step, we'll explain exactly how to save an email design as a custom template inside of your Sendlane account.


Before Getting Started

Please be sure you already have a Campaign created!

Please Note

If you've already sent the campaign, you'll need to duplicate it before you're able to use the design as a custom template.


Saving an Email Design as a Custom Template

  1. Open up the Campaign and navigate to the email builder page 
  2. Click on the ellipsis (...) and then select Save as custom template 
  3. Choose a name for your template and click Save 

And that's it!

Once you click save, your custom template will be available for use in the Custom tab anytime you want to use it to create new emails! 


Saving an Email Design Created with the HTML Builder

If you are familiar with HTML design, or have a template you'd like to use, you can utilize our HTML Builder and save your design as a custom template.

From the Designed section of the campaign creator, choose the HTML Builder 

Once you have designed your email, click on the ellipsis (...) and then select Save as custom template  

And that's it!

Your template will now be available for use in the Custom tab anytime you want to use it to create new emails. 


Additional Sendlane Resources


TL;DR

Email Design: Save An Open Campaign → Email builder page → Ellipsis (...) → Save as custom template → Choose a name → Save

Email Design (HTML Builder): "Designed" Section → HTML Builder → Ellipsis (...) → Save as custom template → Choose a name → Save

Still need help? Get in touch! Get in touch!