Template categories

In the Templates tab, you can view different pre-built templates available in Flowkon that can be used directly while creating a campaign.

These templates are designed to help you quickly set up outreach campaigns without creating every step manually from scratch. Each template may include predefined campaign flows, messaging sequences, email steps, connection requests, follow-ups, and other outreach actions.

Using templates helps save time and makes campaign creation faster and more efficient. You can choose a suitable template based on your outreach goal and customize it further according to your requirements.

While creating a campaign, you can simply select the preferred template, review the included steps, make necessary changes if required, and proceed with campaign setup.

Flowkon provides different template categories designed for various outreach goals and campaign strategies. These categories help users quickly choose a suitable campaign flow based on their requirements.

Some of the available template categories include:

Lead Generation
Recruitment
Founder outreach
Event promotion
custom

By clicking on a template, you will be able to see the preview of that template flow.The preview helps you understand the structure and sequence of the campaign flow before using it.You can review the actions, conditions, and connected nodes available in the template.After reviewing the preview, you can choose to use and customize the template for your campaign.These ready-to-use categories make campaign creation faster and help streamline outreach activities based on specific business objectives.

How to save the campaign flow as template

Once a campaign flow is created in the Builder, you can save it as a reusable template for future campaigns.

Create the required campaign flow in the Builder section.
After creating the flow, click on the Save as Template button available in the navigation bar.

A popup window will appear where you need to enter:

Template Name – Enter a suitable name based on the campaign flow.
Template Type – Select the template category that best matches the campaign purpose.

After entering all the required details, click on the Save Template button to save the template successfully.

Viewing saved templates

All saved templates can be accessed from the Templates section available in the sidebar. click on that.

Clicking on the Templates option will redirect you to the Templates page.
On the Templates page, you can view all saved templates organized under different categories. These templates can be reused directly while creating new campaigns, helping save time and simplify campaign setup.