Save a message as a template

This article explains how to save a sent or unsent email as a reusable template in Finalsite Messages, including where the save icon appears on the Message Details screen.

💡Quick answers

  • How do you save a message as a template? On the Message Details screen, click the icon next to the message preview that saves it as a template, then enter a new name when prompted.
  • Can both sent and unsent messages be saved as templates? Yes; the Save as Template icon is available on the Message Details screen for both sent and unsent messages.
  • Where is the Save as Template icon located? It's located next to the message preview on the Message Details screen.

On the Message Details screen of a sent or unsent message, you'll find an icon next to the message preview that enables you to save a message as a template. 

Save as Template link highlighted on Message Details screen

Click this icon, and you will be prompted to save the template with a new name. 

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