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Marketing Cloud Next
Create a Flow for Your Triggers from a Template

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Create a Flow for Your Triggers from a Template

Create a flow from a flow template to send trigger messages without starting from scratch. Each template includes ready-to-use email content, and merges field values such as {First Name} are personalized from the event payload when the flow runs. With a template, marketers launch a personalized, multichannel journey when a customer qualifies, without building audience segments or writing custom code.

Required Editions

View supported editions.

User Permissions Needed
To create and edit a flow from a template:

Marketing Cloud Manager permission set

OR

View Flows and Create and Edit Flows user permissions

AND

Permissions to all elements in the flow

Before you begin, set up and turn on the trigger for the template that you want to use so that its automation event is available in flows.

Create a Flow from a Flow Template

Use any flow template with the same steps to create a flow that works with your triggers, and then tailor the content and logic to match your brand.

  1. Create a flow.
    • From a campaign, click Browse Templates.
    • From the Flows tab, click New.
  2. In the Search automation box, enter the template name, and then select the template.
  3. Click Next.
  4. Enter a label and API name for the flow.
  5. Select the data space and marketing workspace for the flow.
  6. Click Create.
  7. Edit the logic and email content in the flow, if required.
    Personalize the message with the fields available for the template.
  8. Activate the flow.

Flow Templates

Use these flow templates to create flows that work with your triggers.

Flow Template Name Description Personalization Fields Prerequisite
Birthday Promotional Email Automation Template Sends a personalized birthday message, and then follows up with an offer reminder if the shopper doesn't click. First Name, Last Name, and Birthday Set up and turn on the Birthday trigger.
First Purchase Anniversary Promotional Email Automation Template Reaches customers on the anniversary of their first purchase. First Name, Last Name, and First Purchase Date Set up and turn on the First Purchase Anniversary trigger.
Visitor Conversion Promotional Email Automation Template Runs a three-touch, escalating journey that re-engages shoppers who browsed but didn't buy, and exits when the shopper clicks or makes a purchase. First Name and Last Name Set up and turn on the Visitor Conversion trigger.
Reengagement Promotional Email Automation Template Sends win-back messages to inactive customers. First Name and Last Name Set up and turn on the Reengagement trigger.
Replenishment Promotional Email Automation Template Sends reorder reminders when it's time to restock a purchased product. First Name, Last Name, and Product Set up and turn on the Replenishment trigger.
Email Welcome Series Welcomes a new email subscriber with an offer, and then sends a reminder before the coupon expires. First Name and Last Name No trigger setup required. Set up an email communication subscription.
SMS Welcome Series Welcomes a new SMS subscriber with an offer, and then sends a reminder before the coupon expires. First Name and Last Name No trigger setup required. Set up an SMS sender code and communication subscription.
 
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