A step template is a flow step you've saved so you can reuse it in other flows. Save a speech bubble, tooltip, or modal once, then add it to any flow instead of building it again. Templates take on the theme of the flow you add them to.
How do I save a step as a template?
You can save any speech bubble, tooltip, or modal as a template. The template keeps the step's content, settings, and selected target element, but not its links to other steps. Anyone on your Userflow team can use saved templates.
Open the step's settings and click Save as template.
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Enter a name and description for the template, then click Create Template.
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Close the confirmation.
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How do I add a step template to a flow?
In the Flow builder, either click Templates before adding a step, or click Start with a template after adding one.
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Click the template you want, then edit the step as needed. Because links to other steps aren't saved, connect the new step to the rest of the flow. See Adding and deleting steps in a flow.
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How do I rename or delete a step template?
While viewing your saved templates, click the options menu on a template and select Rename or Delete. Make your edit and save, or confirm the deletion.
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