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How to use Visual Automation templates

Browse the Visual Automation template library, then copy a template to your account and customize it.

Common Visual Automation scenarios, packaged into templates you can copy and customize

You don't have to build every Visual Automation from scratch. The template library holds pre-built automations for the work you're most likely to want to set up:

  • Welcoming new subscribers

  • Launching a new product

  • Running a paid newsletter

  • Growing your audience

Copy a template to your account, adjust the steps to fit your business, and you have a working automation without building it piece by piece.

These templates make more sense once you know the basics of building a Visual Automation. For a refresher, read our main guide to Visual Automations.

Browse the template library

Go to Visual Automations under the Automate tab in the navigation, then select Templates.

You'll see the full library:

Each template is named for its use case, like "Run a paid newsletter" or "Welcome subscribers to your podcast." The tags on each template show you which Kit features it uses.

Our "Run a paid newsletter" template, for example, uses Products, Sequences, and Landing Pages:

NOTE: We designed each template with a certain use case in mind, but you're welcome to use them for other purposes.

Templates tagged Creator Pro, like our "Grow your audience with SparkLoop" template, contain Creator Pro plan features.

NOTE: You can use our "Grow your audience with SparkLoop" template even if you aren't on the Creator Pro plan, as long as you've subscribed to SparkLoop separately.

Filter the library to find what you need

Use the filter to narrow the library by category:

  • Favorites: the templates you've saved as favorites

  • Launch: launch a newsletter or a product

  • Grow: grow your audience on social media and other channels

  • Connect: engage your audience, like welcoming new subscribers

  • Promote: publicize your products to earn more from your list

  • New: templates recently added to the library

Save a template as a favorite

When a template catches your eye, click the heart button to save it. Everything you save shows up under the Favorites filter.

Preview a template before you use it

Click any template's Preview button to see how it's built.

In our "Run an evergreen newsletter" template, for example, subscribers enter the automation through a Tag or a Landing Page, then receive an evergreen email Sequence.

Use a template

Once you've chosen a template, click its Use this template button. You'll get a blank copy in your account, including its Form and Tag entry points, Actions, Conditions, and every other step.

NOTE: If you've already created the Forms, Landing Pages, Tags, or Sequences you want to use, you might not want to click Use this template.

Doing that adds blank Forms, Landing Pages, Tags, and Sequences to your account, which you'll then need to delete.

Instead, note the template's structure and recreate it manually using the Forms, Landing Pages, and other pieces you already have. Our guide to creating Visual Automations from scratch shows you how.

Customize and activate your automation

Click each step in your new automation to edit it.

When you click an entry point where subscribers sign up through a Landing Page, for example, you can customize that page in our Landing Page builder.

Work through every step that needs customizing, adding or removing steps as you go.

When your automation looks right, click the Active toggle at the top right of the builder to activate it.

Build a Visual Automation from scratch

If none of the templates fit, click Start from scratch in the "Empty Automation" section of the Templates page. Our guide to building your first Visual Automation walks you through it.

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