# Flow templates
---

Flow templates are pre‑built flows that help you design and launch campaigns. Instead of starting from scratch, you can select a ready‑made template and customize it to meet your requirements.

Templates are useful for the following reasons:

- **Consistency**: Ensure that end users receive a consistent communication experience across campaigns.
- **Efficiency**: Save time by customizing existing flow templates instead of creating new ones from scratch.
- **Reusability**: Create once and reuse across multiple campaigns instead of recreating flows.
- **Learning tool**: View templates to learn how flows are structured and how to create flow campaigns.

You can access Flow templates on the [Templates page](https://portal.infobip.com/communications/templates) of the Infobip web interface.

## Types of Flow templates

Flow templates are of the following types.

- [**Predefined**](https://www.infobip.com/docs/moments/flow-templates#predefined-templates): Ready‑made templates that are designed by Infobip.
- [**Custom**](https://www.infobip.com/docs/moments/flow-templates#custom-templates): User‑created templates that are designed to meet specific business needs.
  
## Predefined templates [#predefined-templates]

Predefined templates are ready‑made flow templates that are designed by Infobip for the most common use cases.

### Examples of predefined templates [#predefined-templates-examples]

The following are examples of predefined Flow templates.

- Cart abandonment
- Survey
- Simple chatbot over Viber
- Payment and appointment reminders
- Promotional messages
- Welcome messages and more.

### Behavior of predefined templates

- You cannot delete a predefined template.
- You can access templates only for the channels that are set up in your Infobip account.

### Predefined templates page

The Predefined templates page shows a list of all predefined templates that are available in your account.

To access this page, go to the Infobip web interface > **Moments** > **Templates** > **Flow templates** > **Predefined** tab.

On this page, you can do the following:

- View a list of predefined templates.
- Search for a template: Use the Search box to search by template name or ID.
- Filter by [template tags](https://www.infobip.com/docs/moments/flow-templates#template-tags). Select the Filter icon.
- Sort templates. Select the Sort icon.
- [Duplicate a template](https://www.infobip.com/docs/moments/flow-templates#duplicate-predefined-template) to create a custom template.
- [Create a flow from a template](https://www.infobip.com/docs/moments/flow-templates#predefined-template-create-flow).

For each template, you can view the following information:

1. Name
1. ID
1. Description
1. Number of communications in which the template is used
1. Send elements that are used in the template

### Create a flow from a predefined template [#predefined-template-create-flow]

To create a flow from a predefined template, follow these steps.

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates**.
3. Find the required template.
4. Select **Use**.

A new flow is created and is listed in the **All flows** page.

### Create a custom template from a predefined template (Duplicate) [#duplicate-predefined-template]

You can duplicate a predefined template to create a custom template.

Follow these steps:

1. On the Infobip web interface, go to **Moments** > **Templates** > **Flow templates** > **Predefined** tab.
2. Find the required template.
3. Select **Duplicate**.

The new template is created and is listed in the **My custom** tab.

## Custom templates [#custom-templates]

Custom templates are templates that you create to meet specific business needs.

### Custom templates page

The Custom templates page shows a list of all custom templates that are available in your account.

To access this page, go to the Infobip web interface > **Moments** > **Templates** > **Flow templates** > **My custom** tab.

On this page, you can do the following:

- View a list of custom templates.
- Search for a template: Use the Search box to search by template name or ID.
- Filter by [template tags](https://www.infobip.com/docs/moments/flow-templates#template-tags). Select the Filter icon.
- Sort templates. Select the Sort icon.
- [Create a template](https://www.infobip.com/docs/moments/flow-templates#custom-templates-create-from-scratch) from scratch.
- [Edit](https://www.infobip.com/docs/moments/flow-templates#custom-templates-edit) a template.
- [Delete](https://www.infobip.com/docs/moments/flow-templates#custom-template-delete) one or more templates.
- [Duplicate](https://www.infobip.com/docs/moments/flow-templates#custom-template-duplicate) a template.
- [Create a flow from a template](https://www.infobip.com/docs/moments/flow-templates#custom-templates-create-flow).
- Manage [template tags](https://www.infobip.com/docs/moments/flow-templates#template-tags) for one or more templates.

For each template, you can view the following information:

1. Name
1. ID
1. Description
1. Number of communications in which the template is used
1. Number of template tags
1. Send elements that are used in the template

### Create a custom template from scratch [#custom-templates-create-from-scratch]

To create a custom template from scratch, follow these steps.

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates**.
3. Select **Create template**.
4. Select an [entry point](flow-elements/flow-entry-exit) and create the flow. For more information, refer to the [Start from scratch](manage-flow#start-from-scratch-create) documentation.
5. Name the template.
6. (Optional) Add [template tags](https://www.infobip.com/docs/moments/flow-templates#template-tags) to the template.

The flow is automatically saved as a template and is listed in **Moments** > **Templates** > **Flow templates** > **My custom** tab.

### Create a custom template from an existing flow [#custom-templates-create-from-flow]

To save an existing flow as a template, select the three dots in the footer and then select **Save as template**.

### Edit a custom template [#custom-templates-edit]

To edit a custom template, follow these steps.

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates** > **My custom** tab.
3. Find the required template.
4. Select **Edit**.

### Delete custom templates [#custom-template-delete]

#### Delete a single template

To edit a single custom template, follow these steps:

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates** > **My custom** tab.
3. Find the required template.
4. Select the three-dots menu and select **Delete**.

#### Delete one or more templates

To edit one or more custom templates, follow these steps:

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates** > **My custom** tab.
3. Select one or more templates that you want to delete.
4. Select **Delete templates**.

### Duplicate a custom template [#custom-template-duplicate]

To duplicate a custom template, follow these steps:

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates** > **My custom** tab.
3. Find the required template.
4. Select the three-dots menu and select **Duplicate**.

A new custom template is created.

### Create a flow from a custom template [#custom-templates-create-flow]

To create a flow from a custom template, follow these steps:

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates** > **My custom** tab.
3. Find the required template.
4. Select **Use**.

A new flow is created and is listed in the **All flows** page.

Note
If the template contains template tags these are not added to the flow.

## Template tags [#template-tags]

Template tags are labels that are used to categorize and organize templates Example: Organize by purpose channel or business unit.

### Difference between template tags and campaign tags

Template tags are different from [campaign tags](https://www.infobip.com/docs/campaign-tags). The following table explains these differences:

| Template tags | Campaign tags |
| --- | --- |
| Used to categorize templates | Used to categorize Flow campaigns |
| For each flow template the template tags are displayed on the Flow templates page and within the template | For each flow the campaign tags are displayed on the Flows page and within the flow |
| Managed through the Flow templates page | Managed through Campaign tags |
| Example Tag templates by business unit use case or channel type | Example Tag campaigns by audience region or campaign goal |

### Create a template tag

Note
You can create template tags only for custom templates.

To create a template tag follow these steps:

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates** > **My custom** tab.
3. Select any template.
4. Select **Manage tags** > **Create new tag**.
5. Enter the name of the template tag and select the checkmark.

The template tag is now available to add to custom templates.

### Add or remove template tags from custom templates

Note
You can add or remove template tags only from custom templates.

#### Add or remove template tags from a single custom template

To add or remove template tags from a single custom template, follow these steps:

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates** > **My custom** tab.
3. Find the required template.
4. Select the three-dots menu and select **Manage tags**.
5. Select one or more template tags from the list to add or remove them.

#### Add or remove template tags from one or more custom templates

To add or remove template tags from one or more custom templates, follow these steps:

1. On the Infobip web interface, go to **Moments** > **Templates**.
2. Select **Flow templates** > **My custom** tab.
3. Select one or more templates for which you want to add or remove template tags.
4. Select **Manage templates**.
5. Select one or more template tags from the list to add or remove them.