The Templates section is your central library for all saved email designs in ContactMonkey. Templates are reusable master copies, so you can build a new email from a proven design instead of starting from scratch. This article explains how to find, create, manage, and move templates — including how to copy a template to another Team.
Understanding the Difference: Template vs. Email
It's important to understand the distinction between editing a template and creating an email from a template.
- A Template is a reusable master design. Editing a template updates the blueprint for all future emails you create from it.
- An Email is a single, specific campaign you build and send. It starts as a copy of a template, but any changes you make to the email will not affect the original template.
Accessing Templates
- Click Emails at the top of the ContactMonkey dashboard
- Click Templates to view the template library
By default, templates from all users in your team environment will show. You can filter the templates by selecting the following options:
- Created by anyone
- Created by me
- Not created by me
How to Convert an Email into a Template
Any email draft can be turned into a template in one of two ways:
From the Email Library
- Click Emails at the top of your dashboard
- Locate the email you wish to use as a template
- Click the Actions dropdown menu to its right
- Select Save as Template - a copy of the email will be transferred to the Templates section:
From the Email Builder
- Click the down arrow beside Save and Exit
- Select Save as a template - a copy of the email will be transferred to the Templates section:
Managing Your Templates
For each template in your library, you can hover over it to see an Actions dropdown menu with the following options:
- Preview: Opens a preview of the template so you can check it without opening the Email Builder
- Create Email: Creates a new, separate email using the template as a starting point and is stored in your email library.
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Edit Settings: Modify the template's name, add/remove tags, and toggle on/off the Dynamic Content and/or Multi-Language features.
- Changes made here will apply to all future emails created from this template. They will not change any emails you have already sent or drafted.
- Versions: Opens the version history for the draft, which you can preview, then restore
- Duplicate: Creates an exact copy of the design and is stored in Templates.
- Share: Send a copy of the template to another teammate.
- Delete: Permanently removes the template from your library.
WARNING: There is no way to retrieve a deleted template!
Copying/Moving a Template to Another Team
Use Actions → Duplicate to copy a template into another Team. Duplicating creates an independent copy, so later changes to the copy don't affect the original.
- Hover over the template and open Actions
- Select Duplicate
- Choose the destination Team for the copy
- Confirm to create the duplicate in that Team
Duplicate copies the template — the original stays in its current Team. To make a single template available to another Team without creating a separate copy, use Share instead.
Best Practices
Understanding how templates work is key to using them effectively.
- Ownership: Templates can be edited or deleted by their original creator or Admins on the account.
- My Templates: When creating a new email, the My Templates section will display templates that you have personally created or converted
- Team Templates: Users can find all saved templates within the organization by selecting the Team Templates option