Templates are a key element of communication in Incomaker NEXT.
Using them correctly within SmartFlow helps ensure consistent, clear, and effective communication throughout the entire campaign workflow.
In this chapter, we will focus on how to use templates directly in SmartFlow and how to properly connect them to individual campaign steps.
Templates as Part of Individual Steps
In SmartFlow, templates are used directly within specific campaign steps.
Each step can have its own assigned template based on the scenario you want to implement.
Thanks to this approach:
- you know exactly when and to whom a particular template will be sent,
- you have a clear connection between the content and the campaign logic,
- and you can better control the entire communication process.
Using Templates in Different SmartFlow Branches
SmartFlow allows you to work with multiple branches based on the behavior or characteristics of your contacts.
You can use a different template for each branch to match the specific situation.
This enables you to:
- personalize communication,
- respond to different scenarios,
- and create more complex yet easy-to-manage campaigns.
Template Changes and Their Impact on Campaigns
When editing templates, it is important to keep in mind that:
- changes to a template will be reflected in all steps where it is used,
- a modification may affect multiple campaigns at the same time,
- changes should be made with consideration for the overall SmartFlow context.
Thanks to the clear SmartFlow overview, you always have a clear understanding of where a template is being used.
Checking Template Usage in SmartFlow
Before launching or modifying a campaign, it is recommended to:
- review the entire SmartFlow,
- check that each step has the correct template assigned,
- verify the connections between individual branches.
This helps prevent communication errors and ensures a consistent campaign output.
Recommendations for Effective Template Usage
- Adapt templates to the specific step and scenario.
- Avoid unnecessarily using the same template for different purposes.
- Regularly review template usage throughout the entire SmartFlow.
By following these recommendations, communication within your campaigns will remain clear and effective.
What Comes Next
In the following chapters, we will focus on:
- a summary of the differences between the new and original interface,
- the most common questions when transitioning to SmartFlow,
- and practical tips for everyday use.