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How do I create a template in ActiveCampaign?

Author

Emma Payne

Published Feb 22, 2026

How do I create a template in ActiveCampaign?

Create a template with the drag-and-drop template designer
  1. Click "Campaigns" in the left menu.
  2. Click "Manage Templates."
  3. Click the "Create a Template" button.
  4. Choose the template you wish to work with and click it.
  5. Drag and drop content blocks into your template layout.
  6. Click the "Save & exit" button.

Consequently, how do I import a template into ActiveCampaign?

Import an email template from a share link

  1. Click "Campaigns" from the left menu.
  2. Click "Manage Templates."
  3. Click the "Create a Template" button on the top right of the page.
  4. An "Import a Template" modal will appear.
  5. Once you are done editing the template, click “Save and Exit.”

Similarly, how do I share a template? To share an individual template, open the template and click on "Share":

  1. You can share with a Workspace Group, or with individuals.
  2. You can choose whether to give read-only (can view) or read-write access (can edit).
  3. To share a template folder, select the folder and then click the Share this folder button in the top:

One may also ask, how do I create a form in ActiveCampaign?

Forms are created in the Forms section of your ActiveCampaign account.

  1. Click "Site" on the left menu of your account.
  2. Click the "Forms" option on the Site menu.
  3. If this is the first time you're creating a form, a "Create a form" modal window will appear.

How can you save and reuse the template?

Reusable document templates in Word

  1. Open your document and click Flie > Save As.
  2. From the Save As dialogue box click “Save as type” drop down list and select Document Template(*. dot), as in the image below.
  3. Give your template a name and click Save.

What is form style?

Form Style defines the look and feel of your forms on the front end to the site visitors. It comprises of two modules: Theme and Form Layout. Theme: There are 2 options to select from: CLASSIC – This is a neutral style that uses light greys, blacks, and whites tailored to fit into most themes' color schemes.

What are the different methods to create forms?

Steps To create a form:
  • From the navigation pane, select the table of which you want to create the form.
  • You don't need to open the table.
  • Make selection for the create tab, locate the form group and hit the Form command.
  • This will create and open your form in layout view.
  • Now it's time to save the form.

Does ActiveCampaign support REST API?

With the ActiveCampaign API, you can sync contact information, view contact information, add contacts to automations, create and send campaigns, and much much more. Experience with creating custom-coded solutions and/or integration with REST APIs.

What's an inline form?

Inline Form. This style of form is embedded into the content of the webpage where you want it to appear. With an inline form, you have the flexibility to add, change, or remove the fields that appear on the form.

How do I integrate ActiveCampaign form in WordPress?

Install the WordPress plugin
  1. Log into your WordPress site.
  2. Click “Plugins” in the sidebar.
  3. Click "Add New."
  4. A list of plugins will load.
  5. Look for the plugin titled “ActiveCampaign by ActiveCampaign.” Click the "Install Now" button.
  6. Click "Activate."

What is ActiveCampaign used for?

ActiveCampaign is a category-defining Customer Experience Automation Platform that helps over 130,000 businesses in 170+ countries meaningfully connect and engage with their customers. It creates optimized customer experiences by automating many behind-the-scenes marketing, sales, and support processes.

How much does active campaign cost?

ActiveCampaign pricing starts at $15.00 per month. They do not have a free version. ActiveCampaign offers a free trial.

How do I share a template on DocuSign?

How do I share templates in DocuSign?
  1. Share with individual users by checking the box next to their name.
  2. Share with a group by clicking "Groups" and checking the box of the group you want to share with.
  3. One can share with all users or all groups by checking the Select All box under "Users."

How do I create a Word template?

Click the File tab, and then click New. Under Available templates, click New from existing. Click a template or a document that is similar to the one that you want to create, and then click Create New. Make the changes you want to the margin settings, page size and orientation, styles, and other formats.

How do I send someone a template in Outlook?

Send an email message based on a template
  1. On the Tools menu, point to Forms, and then click Choose Form.
  2. In the Choose Form dialog box, in Look In, click User Templates in File System.
  3. Select the template, and then click Open.
  4. Make any additions or revisions to the recipients in the To, Cc, or Bcc box, Subject, or message body that you want.
  5. Click Send.

How do you share a template in Word?

Open Word, click the Word button, and then click Word Options. Click Advanced, scroll to the General section, and then click File Locations. Click Workgroup Templates and then click Modify. Browse to the network share where you store templates, and then click OK.

How do I access a shared template in Word?

In Word, choose Tools>Options and click on the File Locations tab. Select the Workgroup templates line, then click on the Modify button. In the dialog that opens, enter the path to the network share in the Folder name field, or use the window controls to navigate to the folder. Select the folder and click on OK.

Can you share a mailchimp template?

Share a template

To share a saved template with another Mailchimp account, follow these steps. Click the Campaigns icon. Click Email templates. Find the template you'd like to share by browsing the template list or using the search and filter options.

Can you share a Gmail template?

To create a Template and share it with a Team at the time you create the Template: Click "New Template" As you are setting it up, in the "Save in Folder" section, select "Edit" Once you create and save the Template, it will be shared with those Team members and you will not have a Personal copy.

Can I share a Gmail template?

Share Gmail templates with your team

With Gmelius, sharing your email templates in Gmail couldn't be easier - it only takes one click. You can choose certain colleagues from a drop-down list or share your template with the whole team. Sharing email templates has sizeable benefits.

Can Outlook Templates be shared?

Shared Email Templates in Outlook

The default personal folders are Favorite Templates and My Templates. You can create new sub-folders for your templates, private or shared. You can link an Outlook folder with your drafts to Shared Email Templates and use these drafts as templates.

How do I save a template?

Save a template
  1. To save a file as a template, click File > Save As.
  2. Double-click Computer or, in Office 2016 programs, double-click This PC.
  3. Type a name for your template in the File name box.
  4. For a basic template, click the template item in the Save as type list. In Word for example, click Word Template.
  5. Click Save.

How do you create a template in Word 2010?

To create a template in Word 2010,

In the File Ribbon, select Save as…, then select Word Template. Save it somewhere that you can find easily. To modify your template later, open Word first, then open the template file – if you double-click on it, it will create a new document based on the template as described below.

How do I save a template in Docusign?

To save your template without adding fields, click ACTIONS and select SAVE AND CLOSE. To set the signing fields for your document, click NEXT. To add signing fields for each of your template recipients, follow the regular procedure described in Add Fields to Documents. To finish your template, click SAVE AND CLOSE.

How do I save a page as a template in Elementor?

Saving Page as a Template in Elementor

First, open the page with Elementor Editor. Click on the up arrow icon in the bottom left of the page and select the Save as Template option. After clicking the option, a new window appears, give a name to your template and save.

How do you reuse a Word document?

In Word, click on File / Open / Open As Copy

When you highlight a document in Word's Open window, don't just double-click on the file to open it. There is an option hidden in plain sight in a drop-down from the Open button: “Open as copy.” Again, Word will open an unnamed copy of the original document.

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How do I create a template in ActiveCampaign?