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 open the Edit drop-down menu that appears to the right.
3. Select "Save As Template".
   
4. Name your template, add a description (optional) and choose your destination account. Use the Destination Account menu to choose a different account, or choose multiple accounts at once.
   
5. You should get a green alert that the template saved correctly.