How to save a sent Email as a template

If you've created an Email and later decide you want to use it again later, you can save that Email as an Email template.

To create the template

  1. Go to Emails. Find your Email and click the three-dot menu.
  2. Select Save as Template.
  3. Fill out the record details. Click Save.

After your template has been successfully saved, you'll be redirected to the new template where you can make edits if needed. When you're finished, click Save Design.


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