Can I save my own automation as a basic template?

When you are satisfied with your automation and you want to use it more often as a basis, you can save it as a template. You do this in the editor of the Automations module. Click Library then Save as Template.


A popup will appear:


Give a name to the template and description. Click OK.

You can find the template in step 2 when creating a new automation. When you move your mouse over the template you will see the View button. This allows you to see the flow of the campaign in detail.