Save your marketing email as a template

If you want to reuse or iterate on the design of an email that you created using the drag and drop editor, you can save it as a template for future emails.

Please note: you can only save regular marketing emails as templates. For blog and RSS emails, you can clone the email instead.

To save an email as a template:

• In your HubSpot account, navigate to Marketing > Email.
• Choose an email that you want to save as a template:
  • If you have an existing draft or published email that you want to save as a template, hover over the email. Click Actions, then select Save email as template. 

  Please note: only users with the Design tools access can save an email as a template.

  
  
  • If you want to create and save a new email as a template, click Create email. Select Regular, then select a template. After you've finished editing your email, click the Actions dropdown menu in the top right, then select Save email as template.

• In the dialog box, enter a template name.
• Click Save. 

Once you've saved an email as a template, it will be available for you to select when creating a new email under the Saved templates section.

When using a saved email template, you'll still need to configure any smart rules, along with any other settings or recipients that you want to include for the new email.