Create template Estimated reading: 2 minutes 7 views Overview The Flow Template Creation feature allows users to design and save custom flow templates consisting of interactive screens. These templates can be used in various workflows to guide users through a predefined sequence of content and actions. 🔘 Create Template – Main Sections When creating a flow template, the interface is divided into three main sections: 1. Screen Section This section allows users to add and manage up to 8 screens. Each screen represents a step or page in the flow. Users can add, remove, or navigate between screens using this section. The selected screen’s content will be editable in the Edit Content section. 2. Edit Content Section Displays the content of the currently selected screen. Users can edit text, images, inputs, or other interactive elements. All changes made here are reflected in the corresponding screen. 3. Preview Section Provides a real-time preview of the selected screen as it will appear in the final template. Allows users to visualize the layout and flow before saving. ✅ Save Template After editing all desired screens, the user can click the “Save” button. Upon clicking Save: All screen data and configurations are stored as a complete flow template. The template becomes available for use in other modules or workflows. 📌 Additional Notes A minimum of 1 screen and a maximum of 8 screens are allowed per flow template. Templates can be edited later if changes are needed. Ensure that all required fields in the Edit Content section are filled before saving. 🧩 Use Cases Onboarding flows Survey or feedback forms Guided tutorials or walkthroughs Lead generation sequences
