# Template Manager

In Retainful, the Template Manager allows you to create and save custom email templates that can be reused in your marketing campaigns.

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**NOTE**:\
These templates are best suited for manual or campaign-based emails and are not compatible with automation workflows, as they may include dynamic elements like order summary blocks.
{% endhint %}

## Steps to Create a Template&#x20;

**Step 1**: Access Template Manager

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FKpeoMdZtItliF3DuuM29%2Fimage.png?alt=media&#x26;token=aff624da-9207-4b68-bed6-8b4280a966cb" alt=""><figcaption></figcaption></figure>

In your Retainful dashboard, select Content and switch to the Template Manager tab.\
Click on the Create Template button.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdwPcdIwI5tbNQFYnT69of0--U6fYv-1wdPHPcC3cTAKnAp2ECYGXtJHnvzluFA39iuyKCBhXUYkU85QspDm89UaqjrXX17jUmzq0CSrpHqJBymgpZSkFCqkYK_KL2Q5N2DYGquqA?key=k0S3GvwD64DegQsXIDX1RUA7" alt=""><figcaption><p>Creating a template in template manager</p></figcaption></figure>

**Step 2**: Select Your Base Template

Click the **Preview** icon to view the base template before selecting it.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfLSISpm0Dhmh5TeKT9cWZBKVCzM5jO4ZkYHNJouEmEwAk56MCjN72nsku4B1oie9-YhEHyZMowF4Cn4c99Bsk3hljmd_v2VYw3R2ZHVbP0DLjh56hRTLXmXTZOC5b6sZhLGUQh?key=k0S3GvwD64DegQsXIDX1RUA7" alt=""><figcaption><p>Preview the template</p></figcaption></figure>

Once you have selected your base template, click on the Clone button.<br>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd-I72nyw48F4ZjRPssxyIlhbFqK57kVb5puOXbk5ce8_4eCchNRGbFZDvYEaZRc1E6T77X4dP4iu5AEkxmGc6xRB1Wnn1XgKGPlqn73P-tHqFQjIIMkRSOm5nM3hvtycW5qjHjOw?key=k0S3GvwD64DegQsXIDX1RUA7" alt=""><figcaption><p>Clone the template</p></figcaption></figure>

Provide a name for your template and click on Continue to customize your base template.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcROs-k7VEl8AbxjVKHFznd3H6VDhooOsiaQk_5WZhOkOiuTulZR2qKdkRi1TfaGM94EIbhCqP8AvCwzeK7WcV_zYPRuZANZuL-rBl82zj7tuZab_gSd8SK1C0Uw3CNqOD9A_bb?key=k0S3GvwD64DegQsXIDX1RUA7" alt=""><figcaption><p>Provide a name for your template</p></figcaption></figure>

**Step 3**: Save Your Template

In the email editor, you can customize your base template. Once you have created your template, click on the Save button.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf38rsnNdVxk4NFsZF1iLJXCpuG9_ABl3x2rmnhoWxVabfYXA5Xca2hD7ESOa6oKfTqeO704E7kHyT2-oUvrz3zYMsHpbHUbSVG84ex18LRlAggWdETBXlD_36P-mpATRB9ymmj?key=k0S3GvwD64DegQsXIDX1RUA7" alt=""><figcaption><p>Saving your template</p></figcaption></figure>

To know more about how to customize your template in the email editor, refer to the article - [Email Customization](https://docs.google.com/document/d/1KOucODTWzEASmfYDG9MtaZ44xu8u0DCFvW9_zmiE_DU/edit?tab=t.dh8ruf90vxgz).

The saved template will be available in the Template Manager.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfiGgxW1HcQsV6q2P6dthmme0il2ovB0H6-n8d5700TQeYGHNmhLGACHqX0Wcvl5_FNeHarxvg6GnSnqXQDX6nQpL7f8V6fKRT7cm1uyY5UJJIvNcO0URwP-H00b7grddsIw_0XKg?key=k0S3GvwD64DegQsXIDX1RUA7" alt=""><figcaption><p>Saved template in the Template manager</p></figcaption></figure>

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Need More Help?

We’re here to make things easier for you!

* Email Us: Reach out anytime at <support@retainful.com>.
* Schedule a Call: Still stuck or need a hands-on walkthrough? Book a quick session with our support team, and we’ll guide you step-by-step.

[Schedule a call with us](https://zcal.co/retainful/onboarding).
{% endhint %}

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**Additional Resources**

For more campaign template inspirations, Check out our article - [Email Campaigns: 9 Examples + How to Create](https://www.retainful.com/blog/email-marketing-campaigns).

For tips on enhancing your strategy with artificial intelligence, check out our article – [AI Email Marketing: How to Boost Your Campaigns with AI.](https://www.retainful.com/blog/ai-email-marketing)
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