Create An Email Template in ClickFunnels

Creating email templates will save you time when creating emails or email campaigns for your subscribers. In this article, we will be covering how you can save your Follow-Up Funnels emails or Broadcasts emails as email templates.

Prior to getting started, you will need to have the following:

• A ClickFunnels account of Platinum plan or higher

• An email created within a Follow-Up Funnel or a Broadcast

An email template is a template that you can use when creating a new email. You can create emails using the Follow-Up Funnels or Broadcasts features. 

Email templates can save you time since you won't need to create the email layout or content from scratch. The main reason for saving these emails as a personal email template would be if you were to want to use them in the future. 

Step 1: Creating An Email Template Within Broadcasts

1. Hover over Follow-Up Funnels and click on Broadcasts.

2. Locate the desired Broadcast email you wish to save as an email template.

You can create an email template using either a Sent, Queued, or a Draft email. 

3. Click the three dots to the right of the Broadcast email.

4. Click Overview.

5. Click Preview.

6. Click Save As Template.

7. Give your template a Name.

8. You can apply a tag or multiple tags to the template to locate it easier when wanting to use it in the future. (Optional)

For example, if I create an email template for my optin funnel email sequence, I can apply the tag “optin”, so I can search for it more easily.

9. Check the box Enable? to allow the template to appear in your available templates when creating a new email. (Optional)

Important Note: If left unchecked, the template won’t be available when creating a new template but can be enabled later on.

10. Click Create Email design.

Step 2: Creating An Email Template Within Follow-Up Funnels:

1. Hover over Follow-Up Funnels and click on Follow-Up Funnels.

2. Locate the Follow-Up Funnel that contains the email you wish to save as a personal template.

3. Click the three dots to the right of the Follow-Up Funnel.

4. Select Edit.

5. Decide which Email step you would like to save as a personal email template and click on it.

6. Click Preview to the top right. 

7. Click Save As Template.

8. Give your template a Name.

9. You can apply a tag or multiple tags to the template to locate it easier when wanting to use it in the future. (Optional)

10. Check the box Enable? to allow the template to appear in your available templates when creating a new email. (Optional)

Important Note: If left unchecked, the template won’t be available when creating a new template but can be enabled later on.

11. Click Create Email design.

Step 3: Editing Personal Email Template:

1. Hover over the account menu and click on Account Settings.

2. Select Page Templates from the left side of your screen.

3. Switch to the email templates, by clicking the Email Templates tab.

4. Hover over the desired template and click Edit Template.

5. You can change the name of the email template, enable or disable the template, apply tags, or delete the template.

6. If you wish to edit the design and/or content of the email, click Edit.

7. After making any changes to the email template click Update Email design.

 If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.