How template selection actually works inside a campaign — for the initial email and for every follow-up step.
You never actually have to leave a campaign to use a template. Every email in a campaign — the initial send and every individual follow-up step — opens the exact same template picker, and every editor you'd use standalone works identically from inside one.
Click Change Template on any campaign email and you're offered exactly two directions:
Opens the same three-editor choice as building a template from scratch — Visual Builder, Code Editor, or Plain Text.
Opens a browser of existing templates to pick from instead of starting over.
This browser is where your personal library meets a shared one — three tabs, each with a live count:
| Field | What it means |
|---|---|
| All | Your templates and the public library, combined. |
| My Templates | Only what you've personally built or saved. |
| Public | A shared library of ready-made templates anyone can use as a starting point. |
Search narrows any tab by name. Hover a card and a real rendered preview appears with a Use Template button — click it and that design is applied to the email immediately.
Open a Send Email step in the Follow-up sequence builder and you'll find Edit Template, Change Template, and Browse Templates — the identical Change Template modal, the identical template browser, the identical three editors. Whatever you already know from setting the initial email carries over exactly to writing follow-up #2, #3, and beyond.
Save writes to your library and returns you to Templates — nothing about a campaign is involved.
Save applies the HTML straight to that campaign's initial email and returns you to Design — the button even says "Use in Campaign" instead of "Save" to make that obvious.
Save applies the HTML to that specific follow-up node and returns you to the Follow-up canvas.