Get started with workflow templates library

Use ready-made workflow templates to automate faster - no setup needed.

The Workflow template library helps you quickly create automation workflows without building everything from scratch.

These templates are designed to help you launch common automation flows faster while still allowing full customization later.

Before you begin

• To quickly create a campaign and workflow, see: Quick start guide

• If you’re new to workflows and want to understand how they work, start here: How workflows work

How to access the workflow templates library

1

Go to the workflow template library

From XFlow dashboard, select Workflows > Browse templates to open the Workflow template library.

2

Pick the workflow template

Browse the available templates and choose the one that best fits your automation needs.

Click Open template list to explore all available templates.

Each template provides a ready-made workflow structure that you can easily customize.

3

Use a pre-built workflow template

Click Use this template to use the workflow without building it from scratch!

Some workflow templates (e.g.: Welcome email series for new subscribers) in the library include prebuilt email templates.

When you select a welcome email workflow template and click Use this template, XFlow automatically adds the email templates used in that workflow.

Get started faster with ready-to-use workflows

Workflow templates let you launch automation faster by starting with proven structures rather than building workflows from scratch.

💡 Have a new idea for a workflow template?

We’d love to hear it! Share your suggestion with us here: Request a template

Welcome new subscribers with a discount email

Send a welcome email with a discount to new form subscribers.

Send a back in stock notification

Send automated back-in-stock emails when products are restocked.

Welcome email series for new subscribers

Welcome new subscribers with a simple, automated email series.

Tag VIP customers based on purchase history

Automatically identify loyal customers and assign them a VIP tag.

Win-back campaign for inactive subscribers

Target inactive subscribers with an automated follow-up.

Tag engaged customers after email click

Track customer engagement from email clicks.

Back in stock with exclusive discount for loyal customers

Notify loyal customers of restocks with exclusive discounts.

New subscriber tagging and welcome

Start engaging new subscribers.

Internal notification for high-value new subscribers

Get notified when customers with high order value sign up.

VIP welcome with exclusive discount code

Welcome returning customers with a VIP discount.

Urgency back in stock notification

Send urgency reminders to customers who haven’t purchased yet.

Loyalty program enrollment

Turn returning customers into loyalty members.

Back in stock with tiered response

Automatically tailor back-in-stock emails for VIP and non-VIP customers.

Double opt-in confirmation workflow

Send an opt-in email to ensure subscribers truly want to hear from you.

Flash sale notification for back in stock

Turn restocks into quick sales with flash sale emails.

First-time buyer special discount

Reward new customers with a first-order discount.

Related articles

CampaignsEmail templatesWorkflows: FAQs

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