Templates Overview
Wakflo Templates are pre-built workflow solutions designed to address common ecommerce automation needs. These templates save you time by providing ready-to-use workflows that you can customize to fit your specific requirements.
Why Use Templates?
Using templates offers several advantages:
- Save time: Start with a working workflow instead of building from scratch
- Follow best practices: Leverage proven automation patterns
- Learn by example: Understand workflow construction by examining templates
- Quick implementation: Deploy solutions for common business needs in minutes
- Customizable: Adapt templates to your specific business requirements
How Templates Work
Each Wakflo template is a complete workflow that includes:
- Pre-configured trigger: The event that starts the workflow
- Defined actions: The operations that the workflow performs
- Logic and conditions: Decision points and branching paths
- Error handling: Graceful management of potential issues
- Documentation: Guidance on how to use and customize the template
When you use a template, you’ll need to:
- Connect your relevant integrations (if not already connected)
- Configure any platform-specific settings
- Review and customize the workflow to match your needs
- Test the workflow to ensure it works with your data
- Activate the workflow when ready
Featured Templates
Keep inventory in sync across platforms and manage stock levels automatically.
Inventory ManagementStreamline order fulfillment, shipping, and customer communications.
Order ProcessingAutomate support ticket handling and customer communication.
Customer ServiceTrack competitor prices and adjust your pricing strategy automatically.
Price MonitoringTemplate Categories
Inventory & Product Management
- Inventory Sync: Keep inventory levels consistent across multiple platforms
- Low Stock Alerts: Get notified when inventory reaches reorder thresholds
- Product Updates: Automatically update product information across channels
- Catalog Management: Streamline product catalog maintenance
- Bundling Automation: Manage product bundles and kits efficiently
Order & Fulfillment
- Order Processing: Streamline the fulfillment workflow
- Shipping Automation: Generate labels and update tracking automatically
- Order Status Updates: Keep customers informed about their orders
- Returns Management: Streamline the returns and refund process
- Dropshipping Workflows: Automate supplier orders and fulfillment
Customer Management
- Support Ticket Handling: Automate routing and prioritization of customer issues
- Customer Feedback: Collect and process customer reviews and feedback
- VIP Customer Treatment: Provide special handling for high-value customers
- Customer Communications: Automated messaging for order updates and more
- Account Management: Streamline customer account creation and updates
Marketing & Sales
- Price Monitoring: Track competitor prices and adjust your pricing strategy
- Promotional Campaigns: Schedule and execute marketing promotions
- Abandoned Cart Recovery: Follow up with customers who abandon their carts
- Review Requests: Automate asking for customer reviews
- Cross-selling: Recommend related products based on purchase history
Finding the Right Template
To find a template that suits your needs:
- Browse by category in the template gallery
- Use the search function to find templates by keyword
- Filter templates by connected platforms or popularity
- Look for templates marked as “Verified” for those officially maintained by Wakflo
If you don’t find a template that exactly matches your needs, start with the closest one and customize it. Often, it’s faster to modify an existing template than to build a workflow from scratch.
Customizing Templates
After importing a template, you’ll likely want to customize it to fit your specific business processes:
Review the workflow
Understand how the template works and what each step does
Connect your integrations
Link the template to your specific platforms and accounts
Adjust trigger settings
Configure when and how the workflow should be triggered
Customize actions
Modify the operations to match your business rules
Add or remove steps
Expand or simplify the workflow as needed
Test thoroughly
Verify that the customized workflow performs as expected
Always test your customized templates thoroughly before activating them in a production environment. Small configuration differences can significantly impact workflow behavior.
Creating Your Own Templates
Once you’ve built a workflow that works well for your business, you can save it as a template for future use:
- Open the workflow you want to templatize
- Click the “Save as Template” button in the toolbar
- Provide a name, description, and category for your template
- Choose whether to make it private or share it with your team
- Click “Save Template”
Next Steps
Ready to start using templates? Explore these popular options: