Creating and sharing ConvertFlow 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".
Streamline your workflow when implementing ConvertFlow for your clients by creating your agency's proprietary ConvertFlow templates. 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.
If you're a ConvertFlow partner, creating templates is one of the best ways to promote ConvertFlow and share your referral link. This is because you're sharing use cases with other marketers, and you're giving them access to the assets and tools they need to get that "use case" launched quickly, without coding. If you're creating templates as a partner, please follow our template design best practices.
Saving calls-to-action as templates
Any CTA can be saved as a template for your account. 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 and sharing templates
Just click to manage a template, and you’ll be able to give it a name, add a description. You’ll also be able to copy a “share” link.