How to Save an Email as a Template

Save an entire email as a template to avoid recreating layouts and styling for each email! Using email templates is a great way to have perfectly branded layouts ready to go for Campaigns and Automations.

In this guide, you'll learn how to create and manage templates for Campaign and Automation emails.

• Create a new template
• Save an email as a template
• Preview, edit, or delete a template
• Use a template in a Campaign or Automation email

Create a new template

Click the Email Templates icon > Create new template > Enter a name > Create

Design your template, then click Save Template > Save.

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Save an email as a template

In a Campaign or Automation email, click the  three-dot menu > Save as Template > Enter a descriptive name > Save > Save

Once you save an email as a template, it will stay in the template center unless you delete it from the email templates page. If you delete the original Campaign or Automation email node the template was created in, it will still be available in the email templates page.

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Preview, edit, or delete a template

Click the template icon on the left-hand sidebar, then hover over a template.

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Use a template in a Campaign or Automation email

Click the  Custom tab of the template picker > Use Template

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Troubleshooting

I don't see my email template!

If you created your email in Sendlane's legacy email builder, it will not appear on the Email Templates page. Templates created in the legacy email builder can still be accessed via the Campaigns page or in Automations.