How to save and use component presets

Requirements

You must have the Editor, Developer or Admin role to save, rename or delete presets. If your organization uses custom roles, your role needs the Manage Component Presets permission. To add a preset to an email, your role needs the Add/Remove/Reorder Email Components permission.

This article shows you how to save a component as a preset, add presets to your emails, and manage the presets you’ve saved.

A component preset is a component saved with its content filled in, so you can reuse it in other emails. For example, you might save a footer with your social links, a hero with your standard promo copy, or a product card that’s already translated. A preset keeps:

• The content in every locale you’ve filled in, so you can add a translated block to a new email without translating it again.
• Any conditional content set on the component.

Save a component as a preset

1. In the editor, expand the component you want to save in the sidebar.
2. In the component’s header, click the bookmark icon (Save as preset).
3. In Name, enter a name for the preset, e.g. “Footer with social links”.
4. Click Save preset.

Add a preset to an email

1. In the editor, click the drop zone in the components list to open Available Components.
2. Select the Presets tab. This tab only appears once at least one preset has been saved.
3. Drag the preset into your email.

Once it’s in your email, you can edit the content like any other component. Your changes don’t affect the saved preset.

Rename or delete a preset

1. Open Available Components and select the Presets tab.
2. On the preset’s card, click the pencil icon (Rename) or the trash icon (Delete).
   • Rename: enter the new name, then click Save.
   • Delete: click Delete to confirm.

Caution

Deleting a preset can’t be undone. Emails that already use it aren’t affected.