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Copy an email template

Save yourself time and effort. When you need to create a new email template and a similar one exists, copy and tweak the existing template to create the new one rather than start with a blank template.

1. From Email, click Templates. Templates appears.
2. To search for a template, enter its name or subject, or select its data source in the filter fields and click Filter. The templates that match your criteria appear.

Note: The grid displays up to 50 results at a time. If you have more than 50 results, click Prev or Next to page through the results.

3. Select a template and click Click here to copy this email template. The New template page appears with settings from the existing template.

Note: To improve your email marketing for mobile users, six mobile friendly email templates are available for you to copy and use as new templates. You can easily identify these in the email templates grid by viewing templates with “Placeholder” in the Description column. When you create a copy of one, make sure you update the placeholder text in the new template with your unique content. For example, you can replace the merge field placeholder text with merge fields in the HTML editor. You can also replace the sample logo banner with your organization's logo banner. To secure the content in these templates, you cannot edit or delete them.

4. On the Properties tab, enter a new name in the Template Name field.
5. Edit the template settings as necessary. For information about how to design an email template, see Design and send an email message.
6. Click Save. The template opens to the Design tab with a layout based on the original template.
7. Edit the layout as necessary. For information about how to design an email template, see Design and send an email message.
8. Click Save.
9. To return to Templates, click Return.