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How to Save and Use Infusionsoft Email Templates

This is Sabrina, Marketing Director for Ballen Brands. Today, I’m going to show you how to save an email that you’ve created as a template to be able to use within Infusionsoft.

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Infusionsoft Email Template Title

I’ve created an email here for an open house within Infusionsoft. I want to be able to use it for future open houses that I have. What I’m going to go ahead and do now that I’ve created the email, is go to the upper right corner and click where it says Save As a Template. Then, I’m going to go ahead and name it, so I’m going to name this open house and hit Save. Now, it’s saved to my templates.

image of Infusionsoft dashboard for saving email templates

Using Infusionsoft Templates

The next time you want to create an email, you can go over to the My Template section. If you have a lot of templates saved, it may take a while for this to load. On the left side, you can preview the template, delete it, or you can use it. I’m going to go ahead and hit Use Template. It’s going to open up the email exactly as I had it before.

Infusionsoft dashboard showing the place where you can select the template to use.

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Editing the Infusionsoft Template

All you have to do to be able to edit the template is go in and make the changes that you want. Add new, different images and edit the text to whatever makes sense to that particular property, change any links that may need to be adjusted, and that is it. That is how to save and utilize your Infusionsoft templates.

Infusionsoft dashboard showing where to edit email from template

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Need More Help with Infusionsoft?

If you have any questions, you can reach us at team@ballenbrands.com or give us a call at 702-917-0755. We do numerous training videos on Infusionsoft at YouTube.com/BallenBrands. We are also Infusionsoft marketing providers, so if you have Infusionsoft and you need some help, or if you’re interested in Infusionsoft, be sure to reach out to us and let us know what questions you may have. We are happy to help.

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How to Save and Use Infusionsoft Email Templates
Article Name
How to Save and Use Infusionsoft Email Templates
Description
This is Sabrina, Marketing Director for Ballen Brands. Today, I'm going to show you how to save an email that you've created as a template to be able to use within Infusionsoft.
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Ballen Brands
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