--- title: "How to Create and Manage Email Templates" slug: "how-to-create-and-manage-email-templates" description: "Learn how to create, edit, manage, and share email templates in ClickFunnels. Save time, maintain consistency, and customize templates for your business needs." updated: 2025-05-13T17:25:59Z published: 2025-05-13T17:25:59Z canonical: "support.myclickfunnels.com/how-to-create-and-manage-email-templates" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Create and Manage Email Templates Email templates are pre-designed emails that can be used repeatedly without starting from scratch. They help businesses keep messages consistent, save time, and maintain a professional look in both content and design. Instead of recreating the same layout and text for promotions, follow-ups, or customer support, templates make it easy to send polished emails whenever needed. This article will show you how to create, edit, and manage email templates to improve your email communication. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-2MQ7T3QT.png) --- ## Requirements - An active ClickFunnels account --- ## **Creating a New Email Template** 1. Go to **Workspace Settings** on the left-side menu. 2. Click **Email Templates** under Workspace Settings. 3. Click **Create Template** in the top-right corner. 4. Enter a **name** and **subject line**. Click **Merge Tags** to add dynamic fields. [Learn more about merge tags](/v1/docs/using-merge-tags-in-emails). ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-Q4LW4AM9.png) 5. Use the editor to add **text, images, buttons, and other elements**. Customize the layout and branding. For a full guide, see [How to Design Emails](/v1/docs/how-to-design-emails) article. 6. Click **Publish and Exit** to save. The template will appear under **My Templates**. 7. After clicking **Publish and Exit**, you will be redirected to the **Edit Template Details** page. Here, you can: 1. Update the **Name** and **Subject**. 2. Click **Merge tags** to insert dynamic fields. 3. Provide a **plain text version** of the email (optional). 4. Click **Edit Template Design** to reopen the editor. 5. Adjust **sharing settings** to allow others to copy and use the template: 1. Click **Share Settings** to configure sharing options. 2. Choose **Reshareable** to allow unrestricted sharing or **Restricted** to prevent further sharing. 3. Configure **Frameworks** if needed. Learn more in the [How to Create and Manage Frameworks in ClickFunnels](/v1/docs/how-to-create-and-manage-frameworks-in-clickfunnels) article. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-IPCQD84D.png) 8. Click **Submit** to save changes or **Discard** to return to the **Email Templates** page without saving. --- ## Saving an Email as a Template from the Email Editor In addition to creating templates from the **Workspace Settings**, ClickFunnels also allows you to save any email, whether it's part of a **Broadcast** or a **Workflow**, as a reusable template directly from the **Email Editor**. This is a quick and efficient way to turn a custom-designed email into a template without switching contexts. #### When to Use This Option - You’ve just designed an email you may want to reuse for future campaigns, automations, or sequences. - You want to preserve the layout, styling, or structure of a specific **Broadcast** or **Workflow** email for future use. - You're mid-build and want to capture your progress as a reusable format without leaving the editor. #### How to Save an Email as a Template 1. In the **Email Editor**, complete your design. 2. At the top of the editor, hover over the **Template** button. 3. Select **Save as template** from the dropdown menu. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-E6133N70.png) 4. A new tab will open where you can enter the template details, including: - **Name**: Give your template a name for internal reference. - **Subject**: Enter the subject line (you can include merge tags if needed). 5. Click **Create Template** to save. You’ll be redirected to the Email Editor, where you can begin designing your template using drag-and-drop content blocks. > [!TIP] > **Helpful Resources:** > > 1. [Getting Started with Emails in ClickFunnels](/v1/docs/getting-started-with-emails-in-clickfunnels) > 2. [Create and Send a New Broadcast](/v1/docs/create-and-send-a-new-broadcast) > 3. [How to Design Emails](/v1/docs/how-to-design-emails) > 4. [Workflows "Send Email" Step - Automate Your Email Campaigns](/v1/docs/workflows-send-email-step-automate-your-email-campaigns) --- ## **Managing Email Templates** 1. In the Workspace Settings page, locate the template you want to edit and click the **gear (⚙) icon**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-5YM2NLIE.png) 2. In the **Edit Template Details** panel, update any necessary settings, including the **name, subject line, or sharing options**. 3. To modify the email design, click **Edit Template Design** to open the editor. 4. To delete the template, scroll down and click **Delete**, then confirm when prompted. 5. Click **Submit** to save your changes or **Discard** to exit without saving. --- ## **Cloning an Email Template** Cloning a template allows you to duplicate an existing email and make modifications without starting from scratch. 1. Go to **Workspace Settings** and select **Email Templates**. 2. Find the template you want to duplicate and click the **clone icon**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-902T8CUQ.png) 3. The **New Template** panel will open with the cloned template’s details. 4. Update the **name** and **subject line** as needed. Click **Merge Tags** to add dynamic fields. 5. Click **Create Template** to save or **Discard** to cancel the process. Once saved, the cloned template will appear in **My Templates** for future use. ## Related - [Create and Send a New Broadcast](/create-and-send-a-new-broadcast.md) - [How to Design Emails](/how-to-design-emails.md) - [How to Personalize Emails with Merge Tags in ClickFunnels](/how-to-personalize-emails-with-merge-tags-in-clickfunnels.md) - ['Send Email' Step - Automate Your Email Campaigns](/send-email-step-automate-your-email-campaigns.md)