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Using Save as Template

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Using the drag & drop editor's Save as Template function, you can save your mailing as a reusable template in your personal template gallery. Your personal template gallery is the one that loads at the top, labeled My Templates, when you click to create a new email.

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To do so, get your mailing looking like how you want it to look each time you select it. Then click the downward-pointing arrow to the right of the Save button and select Save as Template.

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In the example above, you can see that General Ledger is the template from the template gallery used as a base for this new template.

A popup box will prompt you to name your template.

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It's best to save your creation as a template before content, unless you have headlines that you'll use in every mailing, for example. All text and images you've added are permanent parts of your new template.

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Last modified
09:31, 25 Apr 2017

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