> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mailgreet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automation Templates

> Pre-built automation workflows to get started quickly

# 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.

***

## How to Use Templates

<Steps>
  <Step title="Browse Templates">
    Navigate to **Automation → Templates** or create a new workflow and select "Start from Template"
  </Step>

  <Step title="Preview">
    Click on a template to see the workflow structure and included emails
  </Step>

  <Step title="Select Template">
    Click **Use This Template** to create a copy in your account
  </Step>

  <Step title="Customize">
    Edit emails, timing, and conditions to match your brand
  </Step>

  <Step title="Activate">
    Turn on the workflow when ready
  </Step>
</Steps>

***

## Available Templates

<AccordionGroup>
  <Accordion title="Welcome Series" icon="hand-wave">
    **Purpose:** Onboard new subscribers and introduce your brand

    **Flow:**

    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 subscribers

    **Customize:**

    * Add/remove emails
    * Adjust timing
    * Add your brand story
    * Include subscriber-only offers
  </Accordion>

  <Accordion title="Abandoned Cart Recovery" icon="cart-shopping">
    **Purpose:** Recover lost sales from cart abandonment

    **Flow:**

    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 stores

    **Customize:**

    * Adjust wait times
    * Change discount offer
    * Add product recommendations
    * Personalize based on cart value
  </Accordion>

  <Accordion title="Re-engagement Campaign" icon="user-clock">
    **Purpose:** Win back inactive subscribers

    **Flow:**

    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 engagement

    **Customize:**

    * Adjust inactivity threshold
    * Add exclusive offers
    * Personalize based on past behavior
  </Accordion>

  <Accordion title="Post-Purchase Follow-up" icon="bag-shopping">
    **Purpose:** Thank customers and encourage repeat purchases

    **Flow:**

    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 businesses

    **Customize:**

    * Add shipping updates
    * Include loyalty program info
    * Personalize based on product purchased
  </Accordion>

  <Accordion title="Event Reminders" icon="calendar-check">
    **Purpose:** Ensure attendance at events

    **Flow:**

    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 events

    **Customize:**

    * Adjust reminder timing
    * Add event-specific content
    * Include pre-event tasks
  </Accordion>

  <Accordion title="Educational Sequence" icon="graduation-cap">
    **Purpose:** Nurture leads with valuable educational content

    **Flow:**

    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, B2B

    **Customize:**

    * Match content to your expertise
    * Adjust pacing based on content depth
    * Add quizzes or actions
  </Accordion>

  <Accordion title="Birthday Celebration" icon="cake-candles">
    **Purpose:** Celebrate subscriber birthdays

    **Flow:**

    1. **Trigger:** Birthday date field
    2. **Email 1:** Birthday greeting + special offer

    **Best for:** Retail, hospitality, any consumer brand

    **Customize:**

    * Personalize the offer
    * Add birthday-themed design
    * Extend offer validity
  </Accordion>

  <Accordion title="Lead Nurturing" icon="seedling">
    **Purpose:** Convert leads into customers

    **Flow:**

    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 purchases

    **Customize:**

    * Align with your sales cycle length
    * Add specific case studies
    * Include demo/consultation booking
  </Accordion>
</AccordionGroup>

***

## 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

***

## Template Tips

<CardGroup cols={2}>
  <Card title="Start Simple" icon="seedling">
    Don't overwhelm new subscribers with too many emails
  </Card>

  <Card title="Customize Everything" icon="paint-brush">
    Templates are starting points—make them uniquely yours
  </Card>

  <Card title="Test Before Activating" icon="vial">
    Run test subscribers through before going live
  </Card>

  <Card title="Monitor & Iterate" icon="chart-line">
    Track performance and improve over time
  </Card>
</CardGroup>

***

## Related Topics

<CardGroup cols={2}>
  <Card title="Creating Workflows" icon="diagram-project" href="/creating-workflows">
    Build workflows from scratch
  </Card>

  <Card title="Triggers & Actions" icon="bolt" href="/triggers-and-actions">
    Understand workflow components
  </Card>
</CardGroup>