Working with templates
Ready made workflows that you can use anytime you want. A real time-saver!
Jump to:
- Which workflow templates are available in my plan?
- How to link templates together? Video
- How to use templates to build workflows?
Abandoned cart
Check how to build workflows based on templates for abandoned cart scenarios.
- Abandoned cart reminder
- Abandoned cart series
- What are the Abandoned cart templates used for?
- Time-sensitive reminder
Affiliate marketing
Check how to build workflows based on templates for affiliate marketing scenarios.
- Affiliate course promotion
- Affiliate webinar promotion
- Affiliate cross-selling
- Affiliate online course
- Affiliate welcome message
- Tagging affiliate contacts
- Scoring affiliate contacts
Engagement and retention
Check how to build workflows based on templates for engagement and retention scenarios.
- List cleaning through tags and scores
- Win back
- Contact retargeting
- Customer retargeting
- Rewarding loyal contacts
- What are the Engagement and retention templates used for?
- Christmas engagement
Lead qualifying
Check how to build workflows based on templates for lead qualifying scenarios.
- Basic scoring plan
- What are the Lead qualifying templates used for?
- Basic tagging plan
- Tag contacts based on score
Online courses
Check how to build workflows based on templates for online courses scenarios.
- What are the Online courses templates used for?
- Course progress reminder
- Reengagement campaign
- Milestone celebration
- Upsell and cross-sell
Post purchase
Check how to build workflows based on templates for post purchase scenarios.
- Targeted post-purchase follow-up
- Post-purchase follow-up
- What are the Post-purchase templates used for?
- Consent-based purchase confirmation
Sales promotions
Check how to build workflows based on templates for sales promotions scenarios.
- Upselling
- Converting contacts to customers
- Early-bird sale
- What are the Sales promotions templates used for?
- Recommend top products
- Thanksgiving
- Black Friday Flash Sale
- Black Friday Early Bird Sale
Webinars and events
Check how to build workflows based on templates for webinars and events scenarios.
- Webinar promotion
- Post-webinar follow-up
- Birthday message
- What are the Webinars and events templates used for?
Welcome
Check how to build workflows based on templates for welcome scenarios.
