Journey and nurture templates (onboarding, renewal, re-engagement)
Install ready-made journeys (onboarding, drip nurture, renewal, post-sale, re-engagement and customer lifecycle) in 1 click. Each template becomes a normal automation, with wait steps to run over time, that you can edit afterwards in the editor.
The "Journey templates" gallery ships complete automations already built for the most common moments of the customer relationship. You install one with a click and it becomes a normal automation that shows up in the list and can be edited in the visual editor, including the email texts, the delays and the conditions.
Every template uses the "Wait" step so it happens at the right pace (e.g. send an email today, wait 3 days, create a task, wait 7 days, send another email). That is how you build nurture sequences and journeys without any coding.
Available templates
- Onboarding (3-touch welcome): when a contact is created, a welcome email, a call task in 2 days and a tips email in 7 days.
- Lead nurture (drip): 3 spaced emails (day 0, 3 and 10) to warm up new leads.
- Re-engage cold leads: when the status turns "cold", re-engagement emails and, after a few days, marks the lead as dormant.
- Renewal reminder: when a subscription is created, waits until the renewal date field and notifies the owner.
- Post-sale (thanks and follow-up): when the opportunity is won, a thank-you email, a follow-up task and a feedback email in 30 days.
- Customer journey (check-ins): when an account is created, a welcome task, a 30-day check-in and a business-review (QBR) invite at 90 days.
How to install
- Open Settings → Automations and find the "Journey templates" section.
- Use "Preview steps" to see each template's sequence.
- Click "Install". The automation appears immediately in the automations list, already active.
- Click "Edit" on the automation to adjust texts, delays, conditions and recipients in the editor (form or flow).
Safety and best practices
- Installing does NOT trigger anything retroactively: the journey only applies to the NEXT records that match the trigger (new contacts, new subscriptions, etc.).
- It is idempotent: installing the same template twice does not create a duplicate, because the CRM reuses the existing automation.
- Some templates ship generic conditions (e.g. status "cold", field "renewal_date", stage "won"). Adjust the field name/value to your pipeline after installing.
- Email texts are neutral and editable; use {{field}} to insert record data (e.g. {{name}}).