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,

Click the More icon.
Click Save as Template.
Enter the template name and click Save.

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,

From the Navigation toolbar, choose Library and select Workflow Templates.
Click Create Template in the top-right corner of the page.
Enter the name for the template and click Save.
Design your template in the canvas and click the back button. Your workflow template will be saved.

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:

Preview - Display a preview of the template.
Clone - Clone the template.
Create Workflow - Create a workflow using the template.
Edit - Edit the template.
Delete - Delete the template.
Rename - Rename the template.

Learn more about workflows

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