When creating a workflow, you can choose Create New or Select From Library. The Template Library offers many predefined workflows grouped by industry (Retail, Healthcare, Hospitality, Financial, Insurance, Automotive, HR, Government, Logistics, Subscription, Utilities, Education, Events, Real Estate, General, etc.). Selecting one creates a new workflow with a pre-built journey that you can edit. Use the category dropdown and search to find a template, then customize names, messages, and logic.
What is the Template Library and Create from Library?
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Updated on 03/04/2026