Save an email as a template

Save the subject line and body of an email invitation, reminder, or confirmation to use again for future activities.

Email templates are community specific. If you plan to use the same template across multiple communities, you will need to recreate the template for each community.

1. On the Distribute page of an activity, do any of the following:
   • Create an invitation
   • Create a reminder
   • Create a confirmation reminder (for Community recruitment surveys)
   • Edit a confirmation (for Community recruitment surveys)
2. Edit the email body.
   Tip: If you have an existing HTML email design, you can use it to customize the look of your emails. Click Source to switch to the HTML view, delete the contents, and paste your email design's HTML code. You can then edit the email content in HTML or normal view.

   For more information about the HTML you can use in emails, see Allowed HTML tags and attributes.

3. Click Templates > Save As Template.
   
4. Create or update an existing template.

   Option	Description
   Create a template	Click Save As Template. In the Name field, type a name for the template.
   Update a template	Click Overwrite existing template. From the Names list, select a template. Note: The list displays the templates assigned to the community at the time email was created.

5. Click Save.
   The template is saved to the community you selected at the time you created the email.

Parent topic: Email templates