Overview  

This doc walks you through:

• The categories of workflow templates available in Campaigns

• How to filter templates by category and channel

• What each template does and when to reach for it

• A quick reference table showing every template, its category, and the channels it runs on

What are workflow templates  

A workflow template is a pre-built automation that handles a specific marketing scenario end-to-end. Each one comes with the triggers, actions, wait times, and branching logic already wired up based on how most teams run that scenario. You just fill in your own content and audience.

Templates are useful whether you're new to marketing automation and don't know where to start, or you're experienced and want to skip the setup time. They're grouped into categories based on where the customer is in their journey with your business, from first hello to long-term loyalty.

Browsing templates  

When you start a new workflow, you'll land on the Choose a template to get started screen. Two controls help you narrow down the list to what's relevant.

Switching between categories  

Along the top of the screen, you'll see a row of category tabs: All Templates, Welcome and Getting Started, Follow-up, Sales and Conversion Boost, Post-Purchase Care, Customer Engagement, Loyalty and Retention, and Reminders and Occasions. Click any tab to filter the grid to just the templates in that category. All Templates is selected by default and shows everything.

Switching tabs doesn't reset your channel filter. If you've already picked a channel, that stays applied as you move across categories.

Filtering by channel  

The All Channels dropdown in the top-right lets you narrow templates by the channel they use. Click it and you'll see four options:

• All Channels: shows every template, regardless of which send component they use.

• Email: templates that have the Send Email component, i.e. templates that send email campaigns to your contacts.

• SMS: templates that have the Send SMS component, i.e. templates that send SMS messages to your contacts.

• WhatsApp: templates that have the Send WhatsApp component, i.e. templates that send WhatsApp messages to your contacts.

Pick the channel your team is set up to use and the grid updates instantly. Templates that use more than one channel (for example, Email + WhatsApp) will show up whenever you pick any of their channels.

Idea: Combine the category tab and the channel filter to zero in fast. "Sales and Conversion Boost" + "WhatsApp" will show you just the WhatsApp-powered sales templates like Upsell, with no scrolling.

If none of the templates fit what you need, click Start From Scratch in the top-right to build a workflow from zero instead.

Template categories  

Templates are organised into seven categories. Pick the one that matches the stage your audience is in right now.

Welcome and Getting Started  

These templates cover first interactions, the emails, WhatsApp messages, and SMS opt-ins you send when someone has just joined your list, signed up for an account, or made their first purchase. Getting the first few touches right sets the tone for the whole relationship.

Welcome Onboard

Welcomes new customers with a series of emails that help them get started with your product.

Use case: A SaaS company welcomes every new customer with a thank-you email, a quick onboarding email, and a tips email from their account manager, without anyone lifting a finger.

New Customer Onboarding

Guides new customers with structured messages and organises them for the right next steps.

Use case: A fitness app guides new signups through a WhatsApp onboarding flow and automatically sorts them into High Intent or Low Intent lists based on how they reply.

Help Customers Connect with Sales

Notifies your sales team the moment a prospect shows real interest, so someone can reach out personally before the lead goes cold.

Use case: A B2B software company alerts a sales person the moment a prospect shows interest, auto-creates a task for follow-up, and flags the prospect as a Hot Lead when they reply to the account manager's intro email.

Increase SMS Subscribers

Prompts email contacts to share or update their phone number so you can also reach them over SMS.

Use case: A retail store with flash sales prompts email-only subscribers to add their phone number and sends them a welcome SMS as soon as a valid number lands on file.

Channel Comparison for Onboarding

Runs a random split between onboarding channels (email and WhatsApp) so you can see which one drives better engagement.

Use case: A D2C brand splits new signups 50/50 between email and WhatsApp to see which channel drives better engagement over two weeks.

Welcome and Add to CRM

Sends a welcome email to new customers and automatically adds them to your CRM for further tracking.

Use case: A B2B software company sends every new signup a welcome email and automatically pushes their contact record into CRM so sales can pick up the relationship from day one.

10-Day Welcome Series

Welcomes new customers with a structured email series over 10 days to keep them engaged and informed.

Use case: An online course platform welcomes new students with ten days of structured emails covering how to log in, what to try first, and how to make the most of the course.

Idea: If you're not sure which channel your audience prefers, the Channel Comparison template is the fastest way to find out without guessing.

Follow-up  

Follow-up templates are for people who've raised their hand in some way: filled a form, opened an email, asked a question. These workflows keep the conversation going until your team can step in (or close the loop automatically).

Enquiry Follow up

Responds to new enquiries automatically over email and WhatsApp, and keeps the customer in the loop until someone from your team connects.

Use case: A real estate agency acknowledges every website enquiry instantly, falls back to WhatsApp when the email goes unopened, and auto-creates a CRM task if both go quiet.

Email Response followup

Triggers the next message based on how a contact reacted to a previous email (replied, opened but silent, or ignored) so the conversation adapts to their behaviour.

Use case: An edtech platform keeps the conversation going with every lead who opens its welcome email, sending the next email only to engaged contacts and quietly dropping the ones who never open.

Customer followup series

Sends a series of follow-up emails to new customers and automatically organises them based on their engagement.

Use case: A financial services firm sends new customers a series of onboarding emails and automatically groups them by engagement so the highly engaged ones get advanced product tips and the quieter ones get simpler reminders.

New Customer Follow-up with Team Alert

Sends a series of follow-up emails and automatically notifies your team to reach out to engaged contacts.

Use case: A consulting firm follows up new leads with a short email series and alerts an account manager the moment someone starts engaging so they can call while interest is fresh.

Follow-up with Team Task

Sends follow-up emails and creates tasks for your team when customers need manual follow-up.

Use case: An insurance agency sends every prospect a follow-up sequence and auto-creates a task for an agent whenever a customer needs personal attention.

Multi-Channel Follow-up Series

Sends a follow-up email to contacts and automatically engages them further based on their interaction. Contacts who do not respond receive an SMS reminder, while engaged contacts are tagged and scored for future targeting.

Use case: A gym follows up new leads with an email trial invite, sends an SMS nudge to anyone who doesn't open, and tags the ones who do click for follow-up outreach.

Sales and Conversion Boost  

These templates are built to move interested contacts toward a purchase, whether that's finishing a checkout, coming back for a repeat order, or discovering something new to buy.

Simple Abandoned Cart Recovery

Reminds customers about items left in their cart and encourages them to complete their purchase.

Use case: A fashion ecommerce store reminds shoppers about the dress they left in their cart and follows up with a 10% discount when they still haven't checked out.

Reorder Flow

Prompts customers to reorder a product after a set period of time.

Use case: A pet food brand reminds customers to reorder 30 days after their last purchase, right around the time they're running low.

Upsell

Suggests related products or services based on interests to encourage additional purchases.

Use case: A camera retailer messages customers who own a DSLR but haven't bought a lens yet, and automatically flags the interested ones for the sales team to follow up over WhatsApp.

Product Recommendation

Shares personalised product suggestions based on customer preferences.

Use case: A home décor brand sends returning buyers a "welcome back" series with its best-sellers, while first-time subscribers get a shorter intro to what the brand offers.

Recover Abandoned Carts (Email Series)

Automatically sends a series of emails to customers who abandon their cart and encourages them to complete their purchase.

Use case: An electronics store sends a three-email recovery series to anyone who leaves items in their cart, gradually adding urgency and eventually a discount to bring them back.

Advanced Abandoned Cart Recovery

Recovers abandoned carts with a series of emails tailored to customer interaction to drive conversions.

Use case: A fashion retailer runs a smart recovery series where each next email is chosen based on how the shopper reacted to the last one, driving higher conversions than a one-size-fits-all sequence.

Post-Purchase Care  

What happens after someone buys decides whether they come back. These templates handle the thank-you, the feedback ask, and spotting customers who are ready to buy again.

Simple post purchase feedback

Thanks customers after purchase and asks for quick feedback.

Use case: A local bakery thanks customers over WhatsApp right after their order and asks for quick feedback two days later, once they've had time to try it.

Advanced Post purchase feedback

Collects detailed feedback after purchase and identifies satisfied customers to improve your product and service experience.

Use case: A consumer electronics brand sends customers a post-purchase survey, raises the lead score for anyone who clicks through, and then tags them as a High Intent lead for review requests or upsell.

Post-Purchase Check-in

Sends a check-in email a few days after purchase to share helpful information and strengthen the relationship.

Use case: A home appliances brand sends every buyer a check-in email a few days after their order arrives, with setup tips and a friendly nudge to reach out if anything needs help.

Note: The Advanced template pairs well with Upsell. Your happiest customers from feedback can flow straight into the Upsell workflow.

Customer Engagement & Retention

These templates keep existing customers active and interested by responding to how they engage with your messages. Good engagement work often costs a fraction of acquiring new customers, and these workflows cover the everyday touchpoints that do the heavy lifting.

Targeted Engagement

Engages contacts with targeted emails based on how they interact with your campaigns.

Use case: A digital media publication welcomes new signups and only continues the series with readers who actually open, tagging the most engaged ones for premium offers later.

Target based on customer interest

Sends messages based on topics or interests customers have subscribed to.

Use case: A sports retail brand sends cricket promos only to cricket fans and football promos only to football fans, and auto-removes a topic the moment someone says they're not interested.

Customer Engagement Scoring

Engages customers with a series of emails and automatically groups them based on how they interact with your messages.

Use case: A media publisher sends its subscribers a series of engagement emails and automatically groups readers into high, medium, and low engagement segments for future campaigns.

Continue Workflow for Engaged Customers

Sends a series of emails and automatically continues the workflow for customers who show interest, while organising inactive contacts.

Use case: A software company sends a nurture series and automatically continues down the workflow only for engaged readers, while quiet contacts are set aside in a re-engagement list.

SMS Engagement Follow-up

Sends a series of SMS messages and qualifies contacts based on their engagement. Interested contacts are scored and tagged, while non-engaged contacts are segmented for future campaigns.

Use case: A retail chain runs an SMS engagement series, tags the customers who reply as interested, and moves the silent ones into a re-targeting segment for later campaigns.

Customer Interest Qualification

Sends follow-up emails and identifies customers who show interest based on their interaction.

Use case: A SaaS company sends follow-up emails to trial signups and flags the ones who click through as qualified for sales outreach.

Identify Interested Customers and Update CRM

Identifies engaged customers through follow-up emails and automatically updates them in your CRM.

Use case: A B2B marketing agency runs follow-up emails and automatically updates engaged contacts as qualified leads in CRM, keeping the sales pipeline clean without manual data entry.

Identify and Continue with Interested Customers

Automatically identifies engaged customers and continues communication with the right follow-up workflow.

Send Quick Customer Updates

Sends a quick SMS update to selected customers about announcements, product updates, or important information.

Use case: A logistics company sends quick SMS updates about service changes, new tracking features, or holiday hours straight to selected customers.

Event Attendee Engagement Series

Engages event attendees with timely email reminders and tracks their interaction to identify interested participants and improve event participation.

Use case: A tech conference sends registered attendees timely email reminders in the run-up to the event and tags the highly engaged ones as top candidates for the VIP track.

Loyalty Bonus

Rewards your most engaged customers with personalised offers and special messages.

Use case: A coffee subscription service automatically rewards its most engaged customers with a personalised WhatsApp offer the moment they cross the loyalty threshold.

Win back customers

Reconnects with inactive customers using a friendly message and special offers to bring them back.

Use case: A meal kit subscription reaches out to customers who've gone quiet with a "long time no see" message, and sends a bigger offer only to the ones who open but still don't buy.

Build Customer Loyalty

Sends a series of emails to stay in touch with customers and build long-term trust and loyalty.

Use case: A skincare brand keeps customers close with a monthly email series covering skincare tips, product routines, and behind-the-scenes stories, building the kind of trust that turns buyers into regulars.

Identify Loyal Customers

Identifies your most consistently engaged customers over time and groups them for loyalty campaigns and rewards.

Use case: A coffee brand tracks who consistently engages with its emails over months and automatically groups the most loyal ones into a rewards segment for exclusive offers.

Signup Anniversary

Reaches out to customers on their signup anniversary with a thoughtful email to strengthen your relationship.

Use case: A fintech app celebrates each customer's signup anniversary every year with a thank-you email, and keeps its list clean by dropping contacts who never open.

Birthday Wishes

Sends birthday wishes and special offers to customers on their special day.

Use case: A beauty brand sends active customers a birthday email with a special offer, and uses who opens to keep its "Active Customer" segment accurate.

Seasonal Greetings

Reaches out with festive messages during holidays or special occasions.

Use case: A gifting store sends Diwali or Christmas greetings by email on the day, and automatically falls back to WhatsApp for anyone whose email didn't make it through.

Renewal Reminder Series (Email)

Sends a series of reminder emails before renewal to encourage customers to renew on time and stay engaged.

Use case: A subscription box service sends customers a series of gentle email reminders in the weeks before renewal so no one lets their plan lapse by accident.

Renewal Reminder Series (SMS)

Sends a series of SMS reminders before renewal to encourage customers to renew on time.

Use case: An insurance provider sends policyholders a short SMS reminder series before their policy renews, cutting down on lapses.

Simple Event Reminders

Sends timely SMS reminders to registered attendees to keep them informed and improve event attendance.

Use case: A workshop organiser sends registered attendees a series of SMS reminders in the days leading up to the workshop, driving stronger turnout on the day.

Idea: Reminder templates work best when you stagger them across the year. Mapping birthdays, anniversaries, and big festivals to a calendar keeps your customers hearing from you at the right moments without feeling spammed.

Template reference  

Here's every template at a glance, with its category and the channels it runs on.