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Automation Templates

Get started quickly with pre-built automation workflows. These templates cover common email marketing scenarios and can be customized to fit your needs.

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How to Use Templates

1

Browse Templates

Navigate to Automation → Templates or create a new workflow and select “Start from Template”
2

Preview

Click on a template to see the workflow structure and included emails
3

Select Template

Click Use This Template to create a copy in your account
4

Customize

Edit emails, timing, and conditions to match your brand
5

Activate

Turn on the workflow when ready

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Available Templates

Purpose: Onboard new subscribers and introduce your brandFlow:
  1. Trigger: New subscriber joins
  2. Email 1: Welcome message + what to expect
  3. Wait: 2 days
  4. Email 2: Your best content/resources
  5. Wait: 3 days
  6. Email 3: Engagement opportunity (survey, social, product)
Best for: All businesses with new subscribersCustomize:
  • Add/remove emails
  • Adjust timing
  • Add your brand story
  • Include subscriber-only offers
Purpose: Recover lost sales from cart abandonmentFlow:
  1. Trigger: Cart abandoned (via integration)
  2. Wait: 1 hour
  3. Email 1: Reminder with cart contents
  4. Wait: 24 hours
  5. Email 2: Social proof + urgency
  6. Wait: 48 hours
  7. Email 3: Final reminder with discount
Best for: E-commerce storesCustomize:
  • Adjust wait times
  • Change discount offer
  • Add product recommendations
  • Personalize based on cart value
Purpose: Win back inactive subscribersFlow:
  1. Trigger: No engagement for 60 days
  2. Email 1: “We miss you” message
  3. Wait: 5 days
  4. Email 2: Best content + what’s new
  5. Wait: 7 days
  6. Email 3: Final notice + special offer
  7. Wait: 14 days
  8. Action: Mark as inactive if no response
Best for: Lists with declining engagementCustomize:
  • Adjust inactivity threshold
  • Add exclusive offers
  • Personalize based on past behavior
Purpose: Thank customers and encourage repeat purchasesFlow:
  1. Trigger: Purchase completed
  2. Email 1: Thank you + order confirmation
  3. Wait: 3 days
  4. Email 2: Product tips/usage guide
  5. Wait: 14 days
  6. Email 3: Request review/feedback
  7. Wait: 30 days
  8. Email 4: Related products/reorder reminder
Best for: E-commerce, SaaS, subscription businessesCustomize:
  • Add shipping updates
  • Include loyalty program info
  • Personalize based on product purchased
Purpose: Ensure attendance at eventsFlow:
  1. Trigger: Registered for event
  2. Email 1: Confirmation + add to calendar
  3. Wait: Until 7 days before event
  4. Email 2: Agenda preview
  5. Wait: Until 1 day before
  6. Email 3: Final reminder
  7. Wait: Until day of event
  8. Email 4: It’s happening now!
Best for: Webinars, workshops, physical eventsCustomize:
  • Adjust reminder timing
  • Add event-specific content
  • Include pre-event tasks
Purpose: Nurture leads with valuable educational contentFlow:
  1. Trigger: Downloads resource / Joins course
  2. Email 1: Deliver requested content
  3. Wait: 3 days
  4. Email 2: Lesson/tip #1
  5. Wait: 3 days
  6. Email 3: Lesson/tip #2
  7. Wait: 3 days
  8. Email 4: Lesson/tip #3 + CTA
Best for: Course creators, coaches, B2BCustomize:
  • Match content to your expertise
  • Adjust pacing based on content depth
  • Add quizzes or actions
Purpose: Celebrate subscriber birthdaysFlow:
  1. Trigger: Birthday date field
  2. Email 1: Birthday greeting + special offer
Best for: Retail, hospitality, any consumer brandCustomize:
  • Personalize the offer
  • Add birthday-themed design
  • Extend offer validity
Purpose: Convert leads into customersFlow:
  1. Trigger: Lead captured
  2. Email 1: Valuable content related to interest
  3. Wait: 4 days
  4. Email 2: Case study or social proof
  5. Wait: 4 days
  6. Email 3: Address common objections
  7. Wait: 4 days
  8. Email 4: Clear call-to-action/offer
Best for: B2B, high-consideration purchasesCustomize:
  • Align with your sales cycle length
  • Add specific case studies
  • Include demo/consultation booking

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Creating Custom Templates

Build your own reusable templates:
  1. Create a workflow from scratch
  2. Design and test thoroughly
  3. Save as template for future use
  4. Share with team members

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Template Tips

Start Simple

Don’t overwhelm new subscribers with too many emails

Customize Everything

Templates are starting points—make them uniquely yours

Test Before Activating

Run test subscribers through before going live

Monitor & Iterate

Track performance and improve over time

Creating Workflows

Build workflows from scratch

Triggers & Actions

Understand workflow components