Creating and sharing ConvertFlow templates
In this guide, you'll discover how to use ConvertFlow's template creation platform to streamline your workflow, grow your agency, build your list and more:
- Why create ConvertFlow call-to-action templates?
- How to create call-to-action templates
- Managing your CTA templates
- Promoting your CTA templates
- How to build your email list by sharing templates
- Educating users on your template
- Getting insights on how your template is performing
- Replacing your CTA template's design
Why create ConvertFlow call-to-action templates?
Improve your team's conversion marketing workflow by giving other team members material and assets to work with as they create new campaigns, so they can stay on-brand and avoid "reinventing the wheel".
By using ConvertFlow to create your agency's proprietary ConvertFlow templates, you can streamline your workflow when implementing ConvertFlow for your clients. If you're a marketing service provider, templates can help your productize your services, increase profitability and get leverage to scale your agency more efficiently.
When a ConvertFlow users chooses to use your template, you can receive their contact details through a Zapier webhook so you can subscribe them to your list and provide further education. To learn more about how to build your email list by creating ConvertFlow templates, head to the guide here →
By sharing ConvertFlow templates with other marketers, you're giving them access to the assets and tools they need to get a conversion campaign launched quickly and easily, without coding.
How to create call-to-action templates
Any CTA can be saved as a template for your account. To create a template, from the "Templates" page of your account, click "New Template+".
Select which CTA variant you want to save as a template and then continue.
You can also save CTAs as templates from their options button. From the CTA overview page, click “Options” and click “Save as template”.
When you save a CTA as a template, you’ll be taken to your accounts templates manager, where you can see the templates you’ve saved to your account as well as control the templates you have created.
Managing your CTA templates
Promoting your CTA templates
Educating users on your template
Getting insights on how your template is performing
Replacing your CTA template's design
You'll often find that you'll want to update your existing templates. This can be done by "replacing" a template with a CTA using the bottom at the bottom of the template manager.
Templates can only be replaced by other CTAs created using that template. Also, if a template you have requested 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.