Saving templates for re-use

A template is a saved email body you can pull into any new campaign or sequence step. Use them to standardise your look-and-feel without rebuilding the block layout every time.

When to save a template

You'll save templates for the things you ship over and over:

• A newsletter shell with your masthead, footer, and standard sections.
• A product update layout with screenshot block, "what's new" headings, and a CTA to docs.
• A transactional-ish announcement for outages, scheduled maintenance, billing changes.

You don't need templates for one-off campaigns. Save them only when you'll re-use them.

Saving from an existing campaign

The fastest way:

1. In any campaign editor, click Save as template in the top-right menu.
2. Give the template a name and a category (so you can find it later).
3. The current email subject + body are saved.

The campaign isn't changed — only a copy is saved as a template.

Building from scratch

Go to Engage → Templates → New template. Same block builder as a campaign. No audience, no schedule — just the email body and subject.

Using a template in a campaign

When creating a new campaign:

1. Click Use template at the top of the editor.
2. Pick from the list — filtered by category if you have many.
3. The template's subject and body fill in. Edit freely from here — the template isn't linked back, so changes to the campaign don't update the template (and vice versa).

Updating a template

Templates aren't versioned. Editing one updates it immediately, but doesn't retroactively change campaigns that already pulled from it. If you make a major change, consider creating a new template (e.g. Newsletter 2026) so older campaigns are still re-creatable from their original template.

Categories

The category is a free-form text field — pick whatever makes sense. Common ones:

• Newsletter
• Product update
• Promotion
• Re-engagement
• Event invite

Whatever you pick becomes a filter in the template picker.