How to Save an Activity as a Template

Today it's possible to save Email, Marketing Automation and Forms & Pages activities as templates.

1. Edit an existing activity or Create a New Activity.

2. If this is a new activity, proceed to adjust and customize your template.

About Segmentation in Email templates

If you included or excluded any Segments from a Row, these settings will not be saved in the template.

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3. When you're happy with your activity, click Save as template in the Bottom bar.

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4. Enter a name and description for your template and click Save.

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All done!

If this was a new activity, it will also be saved as a draft.

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