How to Save a Template from a Campaign

You can create customized Email Templates from a completed campaign in order to use for future campaigns. For example, you may create a campaign starting from one of the existing templates using (Drag & Drop or Full Email Editor), and modify it to use your own club logo and color scheme. This campaign can then be saved as a customized email design as an email template so that it is available the next time that you create an email campaign.
Email templates that you create are saved to the Saved Templates (Drag & Drop editor) or My Templates folder (Full Email Editor) which appears when selecting a template for a new Campaign.

In order to save a campaign as a template you will need to follow these steps:

1. Open an existing campaign currently in Draft or Incomplete status.
2. Click on Edit Email Design.
3. Look at the number of steps to create the email campaign, click editor Drag & Drop Editor or Full Email Editor to see further instructions
   • Drag & Drop Editor = 4 Steps (1 Select Template, 2 Edit HTML, 3 Edit Plain Text, 4 Edit Email Details) 
   • Full Email Editor = 3 Steps (1 Choose Template, 2 Create or edit email , 3 Edit Email Details) 

Drag & Drop Editor

Save as Template

1. Top Right, Click Tools button
2. Select Save as New Template
3. Give new template a name
4. Click Save As New Template button
5. It saves the campaign in that moment in time, if changes are made repeat steps to Save as new Template again 

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To Access template for Drag & drop Editor 

1. Create new campaign with Drag & Drop Editor 
2. Click on Saved Templates
3. Name of saved Template(s) will display without thumbnail
4. Click on Template and design will appear on the right
5. Click Next button at the top right to use this template

Delete 

Remove template if it is no longer needed.

1. ​ Hover over white thumbnail
2. Click on trashcan
3. Click Delete Template in modal window to confirm deletion of the template

Edit

Rename template

1. Hover over name of template to reveal pencil icon
2. Click pencil icon to rename campaign
3. Click diskette icon to save new name for template

Full Email Editor

Save as Template

1. Click Save as My Template (diskette icon with pencil) in content editor tool bar
2. Give new template a name
3. If you want to replace an existing email template in the My Templates folder, type the name of the existing template
   • check box Update template if already exists
4. Click Save button
5. It saves the campaign in that moment in time, if changes are made repeat steps to Save as My Template again 

To Access template for Full Email Editor 

1. Create new campaign with Full Email Editor 
2. Select My Templates Folder
3. Click on Template and it will be selected with Blue border
4. Click Next button at the top to use this template

Preview 

• Click Magnifying glass to see design of template

Delete 

Remove template if it is no longer needed.

1. ​ Click on trash can icon
2. Confirm Delete Template in modal window, by clicking OK

Template name cannot be renamed from Choose template step of Full Email Editor. Select and open up template and in click on Save as My template with a new name.