You can quickly get your automation setup in SourCherry with the new Template Library for Workflows. This feature empowers users to launch workflows using pre-built templates, saving time and ensuring best practices.
TABLE OF CONTENTS
- What is Template Library?
- Key Benefits of Using Templates in Workflows
- How To Set Up the Template Library for Workflows
- Advanced Tips & Best Practices
- Frequently Asked Questions
- Related Articles
What is Template Library?
The Template Library for Workflows is a new high-level feature that allows users to start building automations using professionally designed workflow templates. Instead of creating workflows from scratch, you can select a template that matches your needs, review its structure, and customize it as needed. This helps users get started faster and ensures workflows are built on proven recipes for success.
Key Benefits of Using Templates in Workflows
Unlocking the Template Library for Workflows provides several advantages that enhance your automation experience:
- Faster Workflow Creation: Launch new automations in minutes by leveraging ready-made templates.
- Proven Best Practices: Use templates designed by experts, reducing the risk of errors and inefficiencies.
- Continuous Updates: Access an ever-growing library as new and relevant templates are added regularly.
- Customization Flexibility: Edit and tailor templates to fit your unique business processes.
- Reduced Learning Curve: Ideal for new users or teams looking to standardize workflow creation.
- Time Savings: Eliminate repetitive setup tasks and focus on higher-value activities.
How To Set Up the Template Library for Workflows
Activating and using the Template Library for Workflows is straightforward, but following the correct steps ensures you maximize its benefits and avoid common setup issues. Follow these steps to enable and start using the Template Library for Workflows.
Step 1: Access the Template Library
Open the Template Library modal, where youâll find a curated collection of ready-to-use workflow recipes you can preview and customize for your needs.
In the left sidebar, click Automation.
Switch to the Workflows tab.
Click Create Workflow.
Choose Select from Template.
Step 2: Browse & Filter Templates
Quickly locate the right workflow by browsing categories, applying filters, or searching keywords. Use the Filters panel to narrow by category (e.g., Lead Nurture, Onboarding). Search by keyword or sort by popularity. Hover over any template card to see a quick description.
Step 3: Preview & Select a Template
Take a closer look at any workflowâs details before loading itâreview its description, prerequisites, and full canvas to ensure it fits your needs.
- Click the eye icon or the template card to open its preview.
- Read the About this Template blurb and check any Prerequisites.
- Examine the complete triggers-and-actions canvas to understand the logic flow.
- When ready, click Continue to load it into the workflow editor.
Note: Customize triggers, actions, delays, and conditions in the workflow editor to suit your process. Run a test with a sample contact or tag to verify functionality, then save and activate your workflow.Advanced Tips & Best Practices
1. Managing & Updating Templates
Stay Current: Check the library regularly for new or improved templates.
Feedback Loop: Submit ideas or improvements through our support portal.
2. Customizing for Your Business
Tailor Logic: Add or remove steps, change messaging, and adjust timing.
Test Thoroughly: Run in âDraftâ mode with a small subset before full activation.
3. Collaborating with Your Team
Share Templates: Bookmark favorites or share links so teammates can reuse standardized workflows.
Training Tool: Use templates to onboard new staff on automation best practices.
Frequently Asked Questions
Q: Can I create my own templates?
As of now this feature is not available.
Q: Are the templates customizable after selection?
Yes, everything is editable once loaded into the workflow editor.
Q: Will new templates be added?
Absolutely. We continually expand the library based on user feedback and industry best practices.
Q: Does enabling affect existing workflows?
No, your current automations remain untouched.
Q: Can I revert changes?
To start fresh, simply re-select the original template.