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Create an Email Template from an Existing Email Already Part of an Automation
Create an Email Template from an Existing Email Already Part of an Automation

How to create a copy of emails within an Automation to use in a campaign email or another automation.

Updated over a week ago

It is easy to make a copy of an existing email inside an automation by using the Email Templates feature available on the CCK Emails & Automations tab.

Create an email template from an email part of an existing automation

To create an email template from an email that is part of an existing automation, you must follow the steps listed below:

  • Open the email inside your automation and click on Edit

  • Once your email is open, click on the More option at the top of your screen

  • Select Save as Template and enter the name of your template

  • Exit the Automation

  • Navigate back to your Email Marketing & Automation main dashboard to view your new email template inside your Email Templates section.

Create an email campaign from a saved email template

  • Navigate to Campaigns under the Emails & Automations section

  • Click Create Campaign

  • Add a campaign name and head over to the Design tab

  • Under My Templates, select from the templates already created

  • Update the content as needed, be sure to check any links inside the email copy

  • Click Save

  • Continue with updating the rest of the campaign email settings

Steps to swop an email inside an automation with a saved email template

  • Navigate to Automations under the Emails & Automations section.

  • Open the automation where you are adding/updating an email.

  • Open the email you want to swop with your email template.

  • If you plan to use the same email copy, make sure to copy the email or alternatively, preview the email in a new tab by clicking the More button at the top of your screen.

  • Once you have done this, go back to the orginal email and click the More button at the top of your screen again.

  • Select Another Template - click Yes to continue.

  • Under My Templates, select the template already created

  • Update the content as needed

  • Check any links inside the email copy

  • Click Save

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