Saving an Automation as a Template
Save your automation as a reusable template
Saving an Automation as a Template
Once you have built an automation that works well, you can save it as a reusable template. Templates let you or your team quickly deploy the same workflow structure for new use cases without rebuilding from scratch.
How to save as a template
- Navigate to Automations in the sidebar.
- Open the automation you want to save as a template.
- Click the actions menu and select Save as Template.
- Give the template a descriptive name (e.g., "Product Launch Drip - 5 Emails").
- Optionally add a description explaining when and how to use the template.
- Click Save.
What gets saved in the template
The template captures the complete structure of the automation:
- All nodes: triggers, email sends, delays, conditions, and tag actions.
- The visual layout and connections between nodes.
- Step configuration (delay durations, condition types, tag names).
- Email content within send email steps (subject lines, body content, preheaders).
What is not saved
- Run history and statistics.
- The active/inactive state (templates are always deployed as inactive).
- Contact-specific data or enrollments.
Using your saved templates
- Go to Automations and click Create Automation.
- In the template selection, look for the Your Templates section below the pre-made templates.
- Select your saved template.
- A new automation is created with all the template's steps and configuration pre-loaded.
- Customize the content, timing, and triggers for your specific use case.
- Save and activate when ready.
Managing templates
Your saved templates appear in the Templates tab of the Automations page, in a separate section below the built-in Mailnaptic templates. From here you can:
- Preview the template to see its structure.
- Delete templates you no longer need.
- See when the template was created.
Template vs. duplication
Both templates and duplication create copies of automations, but they serve different purposes:
| Feature | Template | Duplicate |
|---|---|---|
| Purpose | Reusable blueprint for future automations | One-off copy for iteration or testing |
| Persistence | Saved permanently in your template library | Creates a regular automation |
| Team access | Available to all team members | Just another automation in the list |
| Content | Snapshot at time of save | Copy at time of duplication |
Best practices
- Save templates for automation patterns you use repeatedly (e.g., product launches, event sequences, seasonal campaigns).
- Write a clear description so team members understand when to use the template.
- Update templates periodically to reflect your latest best practices.
- Use templates to enforce consistency across your organization's automations.
- Keep template names descriptive and organized — a naming convention like "[Category] - [Name] - [Step Count]" helps.