Saving an automation as a template

If you like your automated workflow and would like to save the layout for re-use (such as an event-follow up that will need to be used for other events) or with another account on your site you can save your workflow as a template.

How-To

From the Automation dashboard, locate the workflow you would like to save as a template. 

Hover over the workflow name and open the Edit drop-down menu that appears to the right.

Select "Save As Template":

Name your template, add a description (optional) and choose your destination account. Use the Destination Account menu to choose a different account, or choose multiple accounts at once.

You should get a green alert that the template saved correctly.

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