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Templates: How To Create Them

Cloning your entire bot and Flow Sharing are useful features in case you need to transfer the content. But imagine you want to share your whole bot with a client or a community of friendly bot builders and include everything you have — Tags, Custom User Fields and Actions. Now you can do it with Templates!

Templates feature is the easiest way to share ideas and techniques with students and community. They help you manage, backup and share successful experiences with your other pages. Also, Templates allow you to share pre-built solutions while managing the client’s pages.

In this article, we'll guide you through the whole installation process.

How to create a Template

Click the Templates icon on the left sidebar to enter the section. You'll find a list of pre-defined Templates for different business niches. Your own Templates will appear in My Account section as soon as you create them:

In case you have no Templates, you'll be able to start creating them by hitting Create My First Template button or use +New Template button in the upper-right corner of this section. Cool, let's move to the first step — select the source Page your Template will be based on.

Great, now start selecting elements for your Template contents. Create a Template to share your whole bot, separate marketing campaign (e.g. Growth Tool + Flow + Sequence), or share your fancy collection of 600 Keywords. Your template can be any of this or bigger. 


Pro and Free Templates

If you add any Pro elements or exceed the free limit for other elements, then your template becomes PRO. It can be installed only on pages with Pro subscription. After you add some elements in the Template, the system will automatically display the subscription type.

Adding an element to a template also adds all connected elements

For example, when you select a Flow which includes “Start another Flow” Step with the other Flow attached, this Flow is automatically added to the Template. Such Flows are inactive — you can exclude them by deactivating or changing the parent element.

Custom Fields in the Installed Templates

Custom Fields for the Installed Templates don't show up in the "Custom Fields" tab in the Settings. To find and edit their value, you'll need to go to the "Installed Templates" tab in the "Settings" and open the specific Template whose Custom Fields you want to check. Please notice that you can't change names or descriptions of those Custom Fields and you'll be able to change only the Value of each field.

Elements with invalid content

Such elements are marked with red color. Usually, it means that you need to republish them to make them valid. If your Flow was imported from another page, sometimes you need to upload media contents again.

Let's move on. Now, name your Template and choose an Avatar...

...and save it. You will be redirected to success page with the Template installation link. 

You can also Edit Template Preferences which can be accessed from the Templates Section later. Here you can add custom description and insert installation guides links. In case you leave them empty, your users will see pre-defined instructions and guides. If you're going to share this Template with somebody, it's a good call to provide detailed description of what this Template consists of.

How to edit a Template

Awesome! Now your Template is live and you can access it from the Templates Section. Select a Template and hit Edit Template button in the upper-right corner. This allows you to add more contents, enable/disable public access link, and delete your Template completely. 

Confirm all the changes you've made to update your current Template and you're done!