When you start planning a campaign, check out the predefined templates because you might find something that perfectly fits your scenario. There are some common designs for use cases such as cart abandonment, welcome messages, appointment reminders, and more. But, you can also quickly create an entirely new template.
For easy access to all the versions that came out of one template, use a filter on the All Communications page.
You will not be able to open and use templates for channels that are not set up for you. You need to set up that particular channel and then use the accompanying template.
The Templates page in Moments is where you can select an existing template or create a new one.
1. Select the type; for example, Flow Templates. Click Create Template.
The template can also be saved directly from the flow that you are currently creating; you don`t have to go to the Templates page to do that.
2. Select your communication entry point and start building the flow.
3. When you have added all the elements for the campaign, click Create Flow and select Save as Template for later use. (You can validate and launch that flow right away if you are ready.)
4. Meanwhile, whether you decide to use the template later or right away, it will be saved for future use in My Custom templates under the selected Flow Templates category.
All custom templates for Broadcast, email content, and Flow, can be edited.
When you select any custom flow template, the edit button will take you to the visual builder where you could, for instance, add another channel or change the message content.
If you click Create Flow, you will be prompted to give the edited flow a new name. Next, you can choose to either validate and launch the campaign right away or just leave it as a draft (it has been saved automatically) on the All Communications page for later use.
The original template in My Custom templates will be modified, but it will keep its original name.
For both predefined and custom templates, the use button is a quick action that takes you to the selected communication flow. Add the required information per element and modify the flow if you wish; the draft will be saved automatically and visible on the All Communications list. Or, you might want to launch it right there.
There is a possibility to save this flow as a template if you think you will need the modified version again. But, the new one will be stored with your other custom templates (not predefined ones) under its new name.
Include Tags for templates you created to make them easier to find later on. It might happen that, for some specific correspondence with customers, you need only templates containing the email channel. Click Manage Tags on the three dots menu or a small icon at the bottom of the template card and look for it (or even create a new tag if you need to).
If you think that you won`t need a specific flow template anymore, delete it on the Templates page.
Only Custom Templates can be deleted on the Moment`s template page.