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?
Creating your own ConvertFlow templates opens up a whole new world of possibilities. Here are some examples:
For marketing teams
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".
For marketing agencies
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.
ConvertFlow templates can also be used to generate leads for your agency by linking out to each template and embedding your ConvertFlow templates on your website. Whenever someone signs up to use your template, you can receive their contact details using the Zapier webhook, so you can add them to your CRM, send them relevant content and follow up to offer your services.
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 →
For marketing educators, influencers, designers and affiliates
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.
If you're a ConvertFlow partner, creating templates is one of the best ways to promote ConvertFlow, share your referral link, as well as build your list by offering ConvertFlow templates as free opt-in offers.
Pro tip:
If you're creating templates as a partner, follow our
template design best practices
and you can optionally request that your template be made public in ConvertFlow's in-app template directory. When a ConvertFlow user chooses your template, they can be subscribed to your marketing communications using
a Zapier connection.
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
From your account's templates page, you can manage your own templates, as well as see the templates you've imported from other ConvertFlow users.
Click "manage" to adjust your own template's details, and you’ll be able to give it a name, add a description and more.
By using the promotion tools to share your template, you can give access to the template to anyone by sharing it with them.
Sharing your template's link
You'll find a field to copy a link to a private page where people can preview your template and import it into their own ConvertFlow account.
If the recipient of the link isn’t already a ConvertFlow user, they’ll be able to create a free account and immediately start using the template you created. If they are a user, they'll be asked which website they want to use the template for and get right to customizing it.If you’re a ConvertFlow
referral partner, any users who sign up using your template link will be attributed to you so you can earn commissions.
Posting to social media
Use the social media share buttons to quickly post your templates on your social profiles and start driving sign ups.
Embedding templates on your website
Each CTA template has an embed code that you can copy and paste on your website. For example, you can embed your ConvertFlow templates in your blog posts to share the template with your readers. Also, you could list each CTA template as a portfolio item on your site and have each template embedded on each portfolio item's page.
Here's how an embedded template looks on your website:
Listing your template within ConvertFlow's public directory
If you want to promote yourself and your agency to thousands of ConvertFlow users, you can optionally request for your CTA templates to be made public by clicking the "Request Public Activation" button.
To improve your chances of getting your template approved to be made public, follow ConvertFlow's
template design best practices and make templates that would be useful for marketers at marketing agencies, SaaS companies, ecommerce sites and for bloggers.
Pro tip:
If we approve your template and list it within the ConvertFlow template directory, whenever a ConvertFlow user chooses your template, by using Zapier you can receive their contact details to subscribe them to your list to provide ongoing education.
Head here to see how to set this up →
Educating users on your template
You’ll also notice that you can add tutorial content to your template within the manager, as well as a link to a tutorial video. We added this teaching capability in case you would like to help other ConvertFlow users implement your template correctly.
Your 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 your ConvertFlow user profile.
Getting insights on how your template is performing
As the creator of the template, you’ll be able to see it’s usage stats. For example, the total number of CTAs that have been created using your template.
As your templates are implemented on websites, whether they’re your own sites or sites than belong to other users, you’ll be able to see the accumulative performance of each template you create.
This gives you stats on how many combined views and conversions the template has generated. It will also show you the overall conversion rate of all the CTAs that were created using your template.
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.
