Templates

Templates are pre-built flow structures that help you get started quickly with proven patterns. When creating a new flow, you can choose from available templates or build your own from scratch.

Overview of Templates

Templates provide pre-configured flows that include step configurations and connections, helping you avoid starting with a blank canvas.

Types of Templates

Pre-Built Templates

Lytics offers pre-built templates for common marketing scenarios like cart abandonment and welcome series, giving you a head start with best-practice strategies and proven optimizations.

Using Pre-Built Templates

When creating a new flow, click Create New from the flows dashboard and browse available templates near the top of the screen. To get started, click on a template to see additional details, name it, and press "Create Flow."

Custom Templates

You can create your own templates for flows you want to repeat for recurring use cases.

Creating Custom Templates

To create a custom template, go to "Your Templates," click "Create a Template," and follow the prompts. You'll be guided to a flow canvas where you can build and save your template for future use.