Start from a template

Every new flow starts with an email question, a name question, and a thank-you message. To start from something else, open the flow and click Load a template or copy…, pick a template, and click Replace steps. You can edit everything afterward.

Steps

1. Go to Data Capture Flows and open your flow.
2. Click Load a template or copy… (at the top of the page, or beside Steps).
3. Choose A template, then pick one from the list.
4. Click Replace steps.
5. Edit the wording of each step. Your business name is already written in.

Loading a template replaces the flow's steps and final message. The trigger stays as it is.

The templates

Template	What it does
Grow my email list	Asks for an email address and name.
Quick email signup	Just an email address. The fastest to finish.
Send my slide deck	Emails your slides to anyone who texts in.
Give away a download	Trades a guide, slides, or a checklist for an email.
Poll the audience	A multiple-choice question with live results on screen.
Collect session feedback	A 1 to 5 rating and a comment.
Run a giveaway	Collects entries with a first name and email.
Send an offer or info	One reply, such as a coupon or a link. No questions.

Templates don't turn on follow-up reminders. Add them yourself if you want them.

Templates with a handout

Send my slide deck and Give away a download include an Email a handout step with no file yet. The step is marked Needs attention and is skipped until you add the file. Click the step, then choose Existing handout or New handout and upload it. See Upload a file.

Copy steps from another flow

To reuse a flow you've already built, click Load a template or copy…, choose Another data capture flow, pick it under Copy from, and click Replace steps.

To make a whole new flow from an existing one, use Copy on the Data Capture Flows list. The copy gets its own trigger, and changing one doesn't change the other.