Creating, locating and managing templates

You will learn

• What a template is and where to find your templates
• Cloning an existing template
• Creating a new template from scratch or with AI
• Creating a template from an existing email
• Publishing a template
• Deleting a template

Or, jump to the video tutorial

What is a template?

A template is a reusable email or page design that you can pull into the editor whenever you're ready to create something new. Templates save you from rebuilding the same layout every time — start from a template, update the content, and you're ready to go.

You can build your own templates, use templates shared with you by others in your organization, or start from Workshop's built-in template library.

Locating your templates

To access templates:

1. Select Manage in the top navigation.
2. Select Templates from the dropdown.

From here, you'll see three places to find templates:

• My templates — Templates you've created.
• Shared with me — Templates that others have shared with you. This is where others can view templates you have shared with them. 
• Template library — A collection of templates built by Workshop that you can use as a starting point for your own designs.

Cloning a template

If you'd like to reuse an existing template as the starting point for something new, you can clone it. Cloning creates a copy that you can edit without affecting the original.

To clone a template:

1. Hover over the template you'd like to clone.

2. Select Clone.

   

3. Enter a new template name. By default, this uses the original template's name with "Clone" added — you can edit it as needed.
4. Optionally, expand Share access to share the cloned template with other users or groups.
5. Select Clone to save the copy as a draft, or Clone & edit to open it directly in the editor.

Creating a new template

To build a brand new template:

1. From the Templates page, select Create template in the upper right corner.

2. This opens the editor, where you can build your template using the Build panel to drag and drop content, or the Styles panel to adjust design.

3. Alternatively, use the AI agent to generate a template for you. Enter a prompt describing what you'd like to create, or select the plus icon to attach a file or photo of an existing template you'd like to recreate — for example, an old email or a design saved elsewhere.

Attaching a file or photo, or adding a reference, for the AI agent to use when generating your template.

4. Once you've attached a file, prompt the AI agent to recreate it as a new template.
5. Select Save & exit when you're ready.

Tip: The AI agent can also work from a written prompt alone, so you don't need an existing file to get started.

Creating a template from an email

If you have a regular or automated email you'd like to turn into a reusable template, you can create a template directly from that email.

To create a template from an email:

1. From your email index page, hover over the email you'd like to use.
2. Select the 3-dot menu.

3. Select Template from email

   

4. Choose the email type — Regular or Automated.
5. Enter a new template name. By default, this uses the original email's name with "Clone" added.
6. Optionally, expand Share access to share the new template with other users or groups.
7. Select Create to save the template as a draft, or Create & edit to open it directly in the editor.

The Create template from email window, where you can choose the email type and name your new template.

Publishing a template

Once your template looks the way you want it, publish it so it's available to pull into the editor going forward.

To publish a template:

1. From within the editor, select Publish template in the upper right corner.
2. Optionally, expand Share access to share the template with individuals or groups, or to set general access.
3. Select Publish template to confirm.

The Publish template window, where you can review and set share access before publishing.

A confirmation message appears once your template has been successfully published.

Deleting a template

If you no longer need a template, you can delete it from your Templates page.

To delete a template:

1. Hover over the template you'd like to delete.
2. Select Delete.

Hovering over a template reveals options to Edit, Clone, Share, or Delete.

3. Confirm by selecting Delete in the pop-up.

A confirmation window appears before your template is permanently deleted.

Note: Deleting a template cannot be undone. If you may need the design again later, consider cloning it instead.

Video Tutorial