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Copy a newsletter to an automation

Add a newsletter to an automation.

Updated over 10 months ago

Transfer the content and layout of an existing newsletter or template to an automation series.

To copy a newsletter to an automation:

  1. Navigate to the Newsletter details page

  2. Click the Actions dropdown

  3. Select Copy to automation

    copy a newsletter to an automation
  4. Select the automation

  5. Edit the Subject and Preview text

  6. Click Select

  7. A confirmation banner will appear at the top of the Newsletter details page

To copy a template to an automation:

  1. Navigate to the Templates page

  2. Click the More options icon

    more options icon
  3. Select Copy to automation

  4. Select the automation

    Edit the Subject and Preview text

  5. Click Select

  6. A confirmation banner will appear at the top of the Templates page

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