Templates play an important role in Incomaker NEXT because they define the appearance and content of communication within campaigns.
The new interface introduces changes designed to make it easier to navigate templates, manage them, and use them within SmartFlow.
In this chapter, we will focus on an overview of the main changes in working with templates.
Templates in the Context of SmartFlow
In the new interface, templates are closely integrated with SmartFlow.
You no longer work with them in isolation, but always within the context of a specific campaign and its workflow.
As a result:
- you can better see where and how a template is being used,
- you can more easily understand the relationship between individual steps,
- and you have greater control over the overall communication process.
More Intuitive Template Management
The new interface emphasizes clarity and simplicity in template management.
You gain:
- a clear overview of available templates,
- easier navigation even when working with a larger number of templates,
- quick access to editing a specific template.
The goal is to help you stay organized and focus on the content of your templates rather than searching for them.
What Has Changed Compared to the Original Interface
The main differences in working with templates are primarily:
- better integration with campaigns and SmartFlow,
- a clearer view of how templates are being used,
- and simplified management without the need to constantly switch between screens.
The core functionality of templates remains unchanged; what has changed is primarily the way you work with them.
Greater Control Over Template Usage
Thanks to the integration with SmartFlow, you have:
- better visibility into where each template is being used,
- the ability to quickly respond when changes are needed,
- and a lower risk of unintentionally using the wrong template.
This is especially important for campaigns that contain multiple branches and scenarios.
Recommendations for Working with Templates
- Use clear and descriptive names for your templates.
- Regularly review which campaigns are using each template.
- When editing templates, consider their impact across the entire SmartFlow.
By following these practices, you can maintain organization and visibility even in more complex automation workflows.
What Comes Next
In the next chapter, we will focus on:
- creating and editing templates in the new editor,
- practical tips for managing templates,
- and using them effectively in campaigns.