Starting an Automated Program from a blank canvas takes time. Act-On's Content Catalog comes stocked with ready-made Automated Program templates, so you can launch a program quickly and spend your time customizing the details -- audience, messaging, timing -- rather than building the flow from scratch.
Why this matters: Templates hand you a working program structure on day one. That means less setup time and fewer chances to miss a step, so you can get a nurture or onboarding program live faster.
Quick Reference (Advanced Users)
- Browse and preview templates at Content > Catalog > Programs.
- Download a template, then find it under Automation > Automated Programs > Templates to build it into a live program.
- Add new download folders from Automation > Program Templates.
View Automated Program Templates
To find Automated Program templates, go to Content > Catalog > Programs. Here, you'll have the option to:
- Filter templates by type (on the left)
- Search templates (on the right)
- Preview program templates by clicking on the thumbnail image
Download Automated Program Templates
To download an Automated Program template:
- Click the thumbnail of the program template you'd like to use
- Click the Download To menu (top right) and select a folder to store your program template. You can add additional folders by going to Automation > Program Templates.
- Click Download to download your template:
Edit Your Template to Create a Program
Once you've downloaded an Automated Program template, it's time to add contacts and program messages to your new program template. To do this:
- Go to Automation > Automated Programs > Templates (tab), and in the Template Manager on the left, click the folder with your downloaded template:
- Hover over the Program Template and click Create Program From Template:
- A dialog appears explaining the process and detailing the assets required.
Click Create program:
- The Automated Journey Builder appears with your template's program flow.
Add the required assets to complete your program. For example, select the email message to send.
See the Automated Journey Builder User Guide for more information. - When you have finished, you can launch your program as explained in the Start or Pause an Automated Program article.