Save mailings as template

Save your mailing as a template if you want to use it as a basis for future mailings.

Step by step

  1. Open the "Mailings" navigation item.

  2. Select the approved mailing.

    Only approved mailings can be saved as templates: If there is an approved version and a draft version of your mailing, the approved mailing will be used for your mailing template.

  3. Click the "Create template" icon.

  4. Enter a name for your mailing template.

    If you do not enter anything, your mailing name will be used.

  5. Click Save.

    Style set will be passed along: The style set link of your mailing will be maintained. So, future mailings that you create based on your mailing template remain linked to the same style set.

  • You have saved a mailing as a template.

In the "Mailing Templates" tab you can view, copy, and delete your templates.

Next step