Email Builder – How to save Event Emails/Save as Templates

How to save changes to your event invite email 

When inside the Email Builder, you can select the red Save Changes button at the top of the page. This will update the last saved date and time.  

**Please note** this will only save changes whilst you are within the Event email content page. If you exit the builder completely and navigate to another part of Tractivity your saved changes will be lost. If you need to revisit an email later, we recommend saving it as a template by following the next step. 

Save your event email as a template 

If you would like to save your event email as a template to use for future events, first make sure you have saved your changes.  

Once saved, click the cross in the corner of the builder to bring you back to the Event Email Content page where you will see a grey Save as Template button.  

Give your template a title and select Save. 

The next time you create an event invite email, your template will then be available for you to select.