How to save a post as a template

Everyone wants to create engaging and memorable newsletters, but the process can be time-consuming and repetitive at times. To simplify your publication creation process, you can save any of your beehiiv posts as a template which will not only save you time in the future, but they’ll also help you maintain consistency, work more efficiently, and more.

Top reasons to create and use newsletter templates

• Save Time: Templates streamline the publication creation process, allowing you to quickly generate posts without starting from scratch each time.
• Consistency: By creating your own templates, you ensure a consistent format and style across your publications, maintaining your brand identity and professionalism.
• Efficiency: Templates enable you or your team to work more efficiently by eliminating the need to recreate commonly used formats, thus increasing productivity.
• Customization: While providing a standardized structure, templates also offer flexibility for customization, allowing you to tailor each post to your specific needs.
• Ease of Use: With templates, even team members with minimal design or formatting experience can create polished publications effortlessly.

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2 ways to save a post as a template

Option A: Create and save a new template from scratch

1. From the left panel Dashboard, click on Start Writing, then select the Use template option.
   
   
   
   
   
   
2. You’ll be brought to the Templates area where you’ll see your previously saved templates (if you have any). Click on the New template button.
   
   
   
   
   
   
3. A new template will open, give it a name and then you can type / to access the post editor.
   
   
   
   
   
   
4. Create the template in the same way you would any post. Utilize the Preview button to see how the template will look to others. 

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Option B: Save it as a template directly from a post

1. From the Compose page of an open post, go to the top right navbar and click on the Save as template icon. 
   
   
   
   
   
   
2. Give the template a name and click on Save template.
   
   
   

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How to view, edit, or delete a saved template

1. From the left panel Dashboard, click on Start Writing, then select the Use template option.
   
   
   
   
   
   
2. You’ll be brought to the Templates area where you’ll see your previously saved templates.
   
   
   
   
   
   
3. Click on the 3 dots for any template to reveal the options, choose from View, Edit, or Delete.