Common Visual Automation scenarios packaged into handy templates
Not sure how to create Visual Automations or what you can do with them? We’ve got your back.
In our template library, you’ll find a neat collection of Visual Automation templates. These templates contain pre-built Visual Automations for use cases like:
Welcoming new subscribers
Releasing a new product
Pitching paid products
...and more!
Tap into these templates to get your Visual Automations up quicker than building them from scratch yourself.
Copy our templates to your account and modify them to fit your needs, and you’ll have your Visual Automations up in no time.
You'll find using these templates easier if you have at least basic knowledge of building Visual Automations. For a refresher, check out our main guide to Visual Automations.
Then, if you’re ready to get started, let’s dive in.
Browse our Visual Automation templates
Go to Visual Automations under the Automate tab in the navigation. Next, select Templates.
You’ll see Visual Automation templates for various use cases:
NOTE: While we’ve designed each template with a certain use case in mind, you’re welcome to use them for other purposes.
Select the best template for your needs
Click any template's Preview button to understand how the template works.
In our “Run an evergreen newsletter” template, for example, your subscribers will enter the Visual Automation through a Tag or Landing Page, and then receive an evergreen email sequence.
Click the Use this template button for the template you want to use.
This will create a blank copy of the template—including its Form and Tag entry points, Actions, Conditions, and so on—in your account.
NOTE: If you've already created the Forms, Landing Pages, Tags, or Sequences to be used in your Visual Automation, you might not want to duplicate the Visual Automation template by clicking the Use this template button.
This is because doing this will add blank Forms, Landing Pages, Tags, and Sequences (as relevant) to your account, which you’ll need to delete.
Instead, make a note of the template's structure, and then recreate the template manually using the Forms, Landing Pages, and so on that you already have. We have a guide to creating Visual Automations from scratch here.
Customize your template
Now that you have a copy of the Visual Automation in your account, build it out to match your needs. To do this, click each step in the Visual Automation to edit it.
For example, when you click an entry point that involves subscribers signing up via a Landing Page, you’ll be able to customize that page in our Landing Page builder.
Repeat this for all Visual Automation steps that need customizing. You can also add or remove steps as you need.
Finally, when you're happy with your Visual Automation, click the Active toggle at the top right of the builder to activate it.