Building an Email Template

Building your own account saved templates can be an incredible time saving feature!

Deirdre Horan avatar
Written by Deirdre Horan
Updated over a week ago

Whether it's a scheduled email or an email created in an autocampaign, it can be saved as a template!

Templates can be incredible time saving tools. If you build one newsletter, love the layout, and plan on reusing it month to month, save it as a template!

Templates also come in super handy for features like our livestream manager, or for Mariana Tek clients wanting waivers to automatically send to clients ahead of an upcoming in person class.

To build a template, please navigate to the calendar and click create new > scheduled email:

This will be a dummy email and will never be sent out to clients!

You can pick an arbitrary date and time:

Next steps would be building and designing your template!

Once you're satisfied with the layout and design, you can save as a draft, and then save as a template:

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