SendX lets you save any campaign's design as a reusable template for future emails. You can also generate a public link to share your campaign content with others, whether for approval, collaboration, or publishing on social media.
Why Use These Features
Save as a template when you've created a design you want to reuse. This is ideal for recurring newsletters, branded layouts, or any email format you'll send regularly. Instead of rebuilding from scratch, you can start new campaigns from your saved template.
Share your campaign when you need others to review your email content before sending, or when you want to publish your newsletter as web content. The shared link also includes a signup form, so new readers can subscribe directly.
How to Save a Campaign as a Template
You can save a campaign as a template regardless of its state: draft, scheduled, sent, or paused.
Go to your Newsletters or campaign list screen
Find the campaign you want to save
Click the hamburger menu (three dots) and select Info
In the campaign info panel, click Save as Template
The template is saved immediately. Its name will be your campaign name with "Template" added at the end.
To verify your template was saved:
Go to Settings
Navigate to Templates
You'll see your newly saved template in the list
From the Templates screen, you can also edit or delete any of your saved templates.
How to Use a Saved Template
When creating a new campaign:
Start a new newsletter campaign
In the design step, choose to start from a template
Select your saved template from the list
The template content loads into your editor, ready for you to customize
This gives you a head start on campaigns that share a similar structure or branding.
How to Share Campaign Content
You can share a public link to your campaign's content with anyone, even people who don't have SendX access.
Go to your Newsletters or campaign list screen
Find the campaign you want to share
Click the hamburger menu and select Info
Look for the sharing options section
Copy the shareable link
The link shows your campaign content exactly as it would appear in an inbox. It doesn't expire, so you can use it indefinitely.
Sharing on Social Media
SendX includes built-in sharing buttons for Twitter and Facebook. When you click one of these buttons:
Your Twitter or Facebook account opens in a new tab
A draft post or tweet is automatically created with your newsletter link attached
You can edit the text before posting
This makes it easy to promote your newsletter content to your social media audience without manually copying and pasting.
Newsletter Signup on Shared Pages
Every shared campaign page includes a built-in subscription form. When someone views your shared content and signs up:
They're added to your contact list
The tag
via_newsletter_share_pageis automatically added to their contact recordTheir source URL is preserved in their contact info, so you know which newsletter brought them in
This turns your shared content into a lead generation tool. People who liked what they read can subscribe to receive future emails.
Frequently Asked Questions
What gets saved when I create a template?
The email content and design are saved. Recipient lists, scheduling settings, and campaign-specific details are not included. Templates are just about the visual content.
Can I rename a template after saving it?
Yes. Go to Settings > Templates, find your template, and you can edit its name and content.
Does the shareable link expire?
No. The link remains active permanently. You can share it anytime.
Can I disable the shareable link?
No. Once a campaign exists, its shareable link is always available. If you don't want
content shared, don't distribute the link.
Do subscribers from the shared page go to a specific list?
They're added to your via_newsletter_share_page tag. You can use this tag to create a segment of subscribers who came through shared newsletter pages.
Can I track how many people viewed my shared link?
The shared page doesn't provide view analytics. However, you can track how many contacts subscribed through it by filtering for the via_newsletter_share_page tag.