How to save an existing SMS from an Automation Block as a Template

Templates are a great way to streamline processes and save you and your team time setting up your Email and SMS messages. 

To save an Email from a Send Email Automation Block as a Template first locate the Automation module in the left side-bar menu. 

From there find the Automation that includes the specific Email you want to save. Then click the ‘pencil’ edit icon to open the Automation.

Then locate the specific Send SMS block you are wanting to use to create the Template. Hover over the block and a submenu will appear. Click the edit icon again to open the block. 

You will now see a dropdown menu in the top right corner of the Preview section on the right-hand side of the screen.

Click the ‘Options’ button and you will see the ‘Save as Template’ option in the menu list. 

From there you will give your Template a name, we recommend something that you will be able to search for later when needed quickly. 

Once done, click Save & Close. 

The Template will now live within the Templates module located in your Account Settings. It will also be accessible when creating future Blasts and Automations. 

From Templates

From Blasts

From Automation - Send SMS

To edit this Template, locate it within the Templates module and re-save it with the same name.