This guide will show how to use ConvertFlow's template creation platform to streamline workflows, grow an agency, build a list, and more.

Creating ConvertFlow templates offers numerous possibilities. Here are some examples:

Improve a team's conversion marketing workflow by providing materials and assets for new campaigns. This ensures staying on-brand and avoids "reinventing the wheel."

Use ConvertFlow to create proprietary templates for an agency, streamlining a workflow when implementing ConvertFlow for clients. Templates help productize services, increase profitability, and scale an agency more efficiently.

ConvertFlow templates can also generate leads for agencies by linking to each template and embedding them on a website. When someone signs up to use the template, receive their contact details using the Zapier webhook to add them to your CRM, send relevant content, and follow up to offer services.

When a ConvertFlow user chooses to use the template, it's possible to receive their contact details through a Zapier webhook to subscribe them to a list and provide further education. Learn more about building an email list by creating ConvertFlow templates in the guide here →

By sharing ConvertFlow templates, provide other marketers access to the assets and tools needed to launch a conversion campaign quickly and easily, without coding.

As a ConvertFlow partner, creating templates is an effective way to promote ConvertFlow, share a referral link, and build a list by offering templates as free opt-in offers.

Pro tip: If creating templates as a partner, follow our template design best practices and optionally request that the template be made public in ConvertFlow's in-app template directory. When a ConvertFlow user chooses the template, they can be subscribed to marketing communications using a Zapier connection.

Any campaign can be saved as a template to use on the account. To create a template, from the "Templates" page of the account, click "New Template+".
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Select which campaign variant needs to be saved as a template and then continue:

It's also possible to save campaigns as templates from the options button. From the campaign overview page, click “Options” and click “Save as template”:

From the campaign dashboard, click on the options displayed in the three dots [...], and select "Save as template":

When saving a campaign as a template, the accounts templates manager page will display. Here, it's possible to access and control the templates that have been saved and created:

From the account's templates page, it's possible to manage the account templates and see the templates imported from other ConvertFlow users.

Click "manage" to adjust the account template's details and data like name, description, and more can be edited:

By using the promotion tools to share a template, it's possible to give access to the template to anyone by sharing it with them:

In the template sharing options there's a field to copy a link to a private page where people can preview the template and import it into their own ConvertFlow account.

If the link recipient isn’t a ConvertFlow user already, they’ll be able to create a free account and immediately start editing the template created. If they are a user, they'll be asked which website they want to use the template for and get right into customizing it.

As a ConvertFlow referral partner, any users who sign up using the account template link, will be attributed to the account and will start earning commissions.

Use the social media share buttons to quickly post your templates on social profiles and start driving sign-ups:

Each campaign template has an embed code that can be copied and pasted on a website. For example, embedding a ConvertFlow template on a blog posts to share the template with readers. It's also possible to list the campaign templates as a portfolio item on the site and have each template embedded on each portfolio item's page.
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Here's how an embedded template looks on your website:

When wanting to promote a business or an agency to thousands of ConvertFlow users, an option is to request for a campaign template to be made public by clicking the "Request Public Activation" button:

To improve the chances of a template getting approved and made public, follow ConvertFlow's template design best practices. As well as making templates that would be useful for marketing agencies, SaaS companies, ecommerce stores, and bloggers.

Pro tip: When the template is approved and listed within the ConvertFlow template directory, whenever a ConvertFlow user chooses that template, by using Zapier it's possible to receive their contact details to subscribe them to a list to provide ongoing education. Head here to see how to set this up →

Tutorial content can also be added to a template within the manager, as well as a link to a tutorial video. This teaching capability was added in case to help other ConvertFlow users implement the template correctly:

The template tutorial will be accessible by clicking the “Tutorials” icon on the bottom-left corner of the builder where your tutorial will show. It will also be credited to the ConvertFlow user profile:

The template creator will have access to the template's usage stats. For example, the total number of campaigns that have been created using the template.

As templates are implemented on websites, whether they’re own sites or sites that belong to other users, it's possible to see the accumulative performance of each template created.

This provides stats on how many combined views and conversions the template has generated. It will also show the overall conversion rate of all the campaigns that were created using a template:

If the need to update a template design comes up, this can be done by "replacing" a template with a campaign using the button at the bottom of the template manager. 

NOTE: Templates can only be replaced by other campaigns created using that template.

If a template went through the process to be made public, gets approved, and is listed in the ConvertFlow directory, any further updates will be locked and updates then have to be requested to be approved and made by the ConvertFlow team: