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Troubleshooting: Can't Save an Email as a Template

Fixes for when the Save as Template option is missing from the composer, or saving doesn't work as expected.

Written by Amogh Balikai

If you can't find or use the Save as Template option in your email composer, here are the most common reasons and how to fix each one.

"I don't see a Save as Template option in my composer"

Cause: This option is only available in the new candidate and contact profile experience. If your account or your profile is still on the older view, the composer doesn't have this option yet.

Fix: Check whether the new profile experience is enabled for your account. If you're not sure, reach out to support. This doesn't affect your ability to create templates the regular way from Settings → Templates.

"The option isn't showing up even though I'm on a candidate profile"

Cause: Save as Template is currently available from candidate and contact profile composers. It isn't available yet in every place you can send email from, such as bulk email or sequence steps.

Fix: Send from a candidate or contact profile if you want to save a template on the spot. For bulk sends or sequences, create the template ahead of time from Settings → Templates.

"I saved a template but can't find it afterward"

Cause: The template saved correctly but you're looking in the wrong context — templates inherit their type from where they were saved.

Fix: A template saved from a candidate profile only appears as a Candidate Email template; one saved from a contact profile appears as a Contact Email template. Check Settings → Templates → Email Templates and confirm the Template Type filter isn't hiding it. See Email Template Types for how types control visibility.

Still stuck?

Reach out to support with a screenshot of your composer and the profile type you're on (candidate or contact). This helps us confirm whether it's an access issue or something else.

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