How do I save an automation as a template to use again?

If you like your automated workflow and would like to save the layout for re-use (such as an event-follow up that will need to be used for other events) or with another account on your site you can save your workflow as a template.

How-To

1. From the Automation dashboard, locate the workflow you would like to save as a template. 
2. Hover over the workflow name and choose the drop-down that appears to the right.
3. Select "Save As Template".
   
   
   
   
4. Name your template and choose your destination account. You may save to multiple accounts at once. Use the destination menu to choose multiple accounts.
   
   
   
   
5. You should get a green alert that the template saved correctly.