How to add workflow template to Library - Online Help | Zoho Campaigns

How to add workflow template to Library

Zoho Campaigns has a Workflow Templates section in the Library which allows you to save the templates that you've designed for future use, saving you a lot of time and effort.

How do I save a workflow template to the library?

Once you're done designing your template according to your needs and requirements,
  1. Click Save to Library button on the top right corner of the canvas.
  2. Your template will be saved in the Templates section of the Library.
Your template will be saved in the Workflow Templates section of the Library.

How do I create a workflow template from the Library?

Aside from just saving your template, you can also create a template from the Library.
To create a template from the Library,
  1. From the Navigation toolbar, choose Library and select Workflow Templates.
    workflow templates
  2. Click Create Template in the top-right corner of the page.
  3. Give a name for your workflow template.
  4. Design your template in the canvas and close the canvas. Your template will be automatically saved.
    save workflow template

What actions can be performed on the saved templates?

When you mouse over the thumbnail of a template stored in the library, you can see the following icons:

  1. Preview - Display a preview of the template.
  2. Clone - Clone the template.
  3. Create Workflow - Create a workflow using the template.
  4. Edit - Edit the template.
  5. Delete - Delete the template.
  6. Rename - Rename the template.
    action on template

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Can I create a template from the Library module?

                                                          Yes. To create a template from the library, click Create New in the top-right corner of the Template page, and choose the type of template that you would like to create. 
                                                        • How to create a workflow?

                                                          A Workflow is an automation tool that lets you create unique processes based on your business requirements. With workflows you can create various paths your customers can take based on set conditions in each process. In Zoho Campaigns, we offer six ...
                                                        • How to add signup form template to Library

                                                          Form Templates in the Library module allow you to save the sign-up forms you've designed for future use. This means you don't have to create a new sign-up form every time you want to send one out, but can use the ones that you've saved in the ...
                                                        • How do I save a template I've designed to the template library?

                                                          To save templates:  From the navigation toolbar, choose Library and select Templates. Click Create New and select HTML Editor from the dropdown menu. Enter the template name and click Save. Once you are in the editor, select the Edit HTML option from ...
                                                        • How to add email templates to Library

                                                          Zoho Campaigns has a Templates section in the Library which allows you to save the templates that you've designed for future use, saving you a lot of time and effort.  How do I save a template to the library?  Once you're done designing your template ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources