Flow Templates

Flow Templates are ready-made flow blueprints you can preview and add as a new draft flow. Use them to start faster without building every block, message template, and custom field from scratch.

A flow template gives you a prebuilt structure for a common automation. Templates can include:

  • Flow steps and block types
  • Email, SMS, Notify, or AI-related blocks
  • Included message templates
  • Included custom fields
  • Suggested providers and senders
  • Estimated duration or flow shape

Marketplace templates are first-party published templates. Private template creation may be available to administrators or internal users, but this page focuses on marketplace templates for regular users.

Open the Flow Templates gallery to browse available templates.

Filter by Category

Use category filters to narrow the gallery. Categories help you find templates for specific campaign types or automation goals.

Open a Template

Template cards show a preview, name, description, category, and available actions. Open a template to review it before adding it to your account.

Previewing a template before adding it helps you understand what will be created.

Review the Flow Structure

The template detail page may show:

  • Ordered steps
  • Block types
  • Channels used by the template
  • Estimated duration
  • A visual preview of the flow

Review Included Assets

Templates may include message templates and custom fields. Review these before adding the flow so you know what will be created or mapped.

Note
If the template includes message templates, preview them before adding the flow.

When you add a template, DripDrop creates a new draft flow. You can review and finish configuration in the Flow Editor before activating it.

01 Name the New Flow

The add modal starts with the template name. You can rename the flow before creating it.

Flow names must be unique. If a flow with the same name already exists, choose a different name.

02 Choose Providers and Senders

Some templates require providers or senders.

Provider slots may include:

  • Email provider
  • SMS provider
  • AI provider

Sender slots depend on the provider you choose:

  • Email sender or from-address appears after choosing an email provider.
  • SMS sender or from-number appears after choosing an SMS provider.

If no connected provider supports a required method, connect one first or leave the slot blank when the template allows it.

03 Fill Optional Notification Recipients

Notify blocks may ask for recipients. You can enter email addresses or phone numbers, separated by commas or new lines.

Invalid recipients are reported during validation or creation.

04 Choose Message Templates to Include

Included email and SMS message templates are selected by default. You can include all templates, include only some, or skip message templates when the template allows it.

Skipping a message template may leave dependent blocks unconfigured.

05 Map or create custom fields

For each included custom field, choose one of the available actions:

  • Create new: Create a new custom field for this template.
  • Map to existing: Reuse a compatible custom field already in your account.
  • Skip: Do not create or map the field.
Note
If you skip a custom field that a block depends on, that block may need configuration in the editor.

06 Check Usage and Flow Limits

The modal may show projected flow usage after adding the template. If adding the template would exceed your flow limit, the Add Template button is disabled and you may need to upgrade your plan or remove unused flows.

The New Flow Opens in the Editor

The created flow is a draft. After creation, DripDrop opens the Flow Editor so you can review it before turning it on.

Complete Missing Configuration

Some blocks may still need configuration, especially if you skipped providers, senders, recipients, message templates, or custom fields while adding the template.

The editor flags blocks that need attention. Complete missing configuration before activating the flow.

Template-created flows may start with autosave disabled so you can finish setup intentionally.

I do not see a provider

Only providers that support the required channel or method are offered. Connect providers in Settings or Integrations, then return to the template.

I cannot add the template

Check for:

  • Flow limit issues
  • Duplicate flow name
  • Invalid provider or sender
  • Invalid Notify recipients
  • Archived or incompatible custom fields
  • Missing required template choices
A block is marked incomplete after adding

This is expected when provider, sender, message template, custom field, or recipient data was skipped. Open the block in the Flow Editor and complete the missing fields.