Execution Docs

Templates: Reusable Campaign and Flow Setups

Build reusable templates for repeatable campaigns and automations so teams launch faster with fewer mistakes.

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Overview

Templates help teams standardize repeatable marketing work. They reduce setup time and preserve best practices across campaigns and flows.

Templates speed up recurring launches.

They improve consistency across teams.

They help new operators launch with fewer errors.

Common Actions

What teams usually do in this area

Create a template from an existing workflow

Duplicate a template for a new launch

Update templates after learnings

Archive outdated templates

How to Create

Start from a proven setup

Choose a campaign or flow that works well and remove one-off details.

Turn specifics into placeholders

Make audience, dates, and messages easy to update for each run.

Save with a clear use-case name

Name the template by scenario, such as onboarding or reactivation.

How to Connect

Connect audience and source

Select the right segment and confirm data sources are ready.

Connect reporting expectations

Define which metrics the team should review after launch.

Assign owner and approver

Confirm who launches and who reviews before go-live.

What to Standardize

Naming, owners, checklists, and reporting checkpoints.

Audience guidance and exclusions.

Action sequence expectations for recurring launches.

When Not to Template

One-off experiments that are still changing heavily.

Workflows that do not repeat enough to justify maintenance.

Cases where a template would hide important decisions.

FAQ

Quick answers to common questions about templates.

Should every campaign be a template?

No. Template repeatable work first, then add more templates when a pattern becomes stable.

Can templates be used for flows too?

Yes. Templates are useful for both campaigns and automation flows.

Who should update templates?

Assign clear owners per template category so updates stay controlled.

Do template docs help SEO?

Yes. They answer practical setup questions and show how teams use the product.

Related Docs

Continue with the next topics teams usually read together.

Execution

Campaigns and Actions

Create campaigns, manage campaign actions, and connect audience, templates, and reporting for consistent launches.

Execution

Flows and Actions

Build automation flows and configure actions like delays, branches, and follow-ups for repeatable lifecycle journeys.

Analytics

Dashboard and Reports

Track campaign, flow, and audience performance with dashboards and reports that support weekly operating reviews.