Templates

15.1 Template Library Overview

[IMAGE PLACEHOLDER: Template Library showing multiple available templates]

The Template Library provides pre-built automation flows that users can install and customize instead of starting from scratch.

Templates are designed to:

• Accelerate setup
• Demonstrate best practices
• Reduce beginner mistakes
• Cover common automation scenarios

Templates are starting points, not locked solutions.

[IMAGE PLACEHOLDER: Template preview panel with description and use case]

Go to: 2.1 Flow Builder Overview
Related guide: 14.1 Canned Messages Overview

15.2 Installing & Customizing Templates

انتخاب تمپلیت:

برای دیدن لیست تمپلیتها به منوی تمپلیت در برنامه یا به لینک زیر مراجعه کنید. در لینک زیر تمپلیتها با دسته بندی مرتب و منظم تری قرار داده شده و کلا اونجا راحتتر میتونید انتخاب کنید.

https://elpidan.com/template

[IMAGE PLACEHOLDER: “Install Template” button and confirmation dialog]

Installing a template

When you install a template:

1. A copy of the template is added to your Flows list
2. The original template remains unchanged
3. You gain full control over the copied flow

Important:

• Templates are not live immediately
• Installed templates start in Draft mode

[IMAGE PLACEHOLDER: Installed template shown as Draft in Flow list]

Related guide: 2.4 Draft vs Published Flows

What happens after installation

Once installed, you should:

• Review the entire flow
• Replace placeholder text
• Connect it to your own triggers
• Adjust tags and fields
• Verify Instagram messaging compliance

Never publish a template without reviewing it.

Customizing a template safely

[IMAGE PLACEHOLDER: Template flow opened in Flow Builder with editable nodes]

Recommended customization steps:

1. Update Instagram messages

• Replace generic copy
• Match your brand tone
• Adjust CTAs

2. Review Triggers

• Ensure triggers match your use case
• Avoid conflicts with existing flows

Related guide: 3.6 Trigger Priority & Conflict Handling

3. Check Tags & Fields

• Rename tags if needed
• Confirm fields exist
• Avoid overwriting important data

Related guide: 11.2 Creating & Managing Tags
Related guide: 11.3 Creating & Managing Custom Fields

4. Test before publishing

• Run the flow manually
• Trigger it with test comments or messages
• Confirm all paths work as expected

Related guide: 10.3 Manual Messages & Running Flows from Inbox

15.3 Template Best Practices

[IMAGE PLACEHOLDER: Example of customized template vs untouched template]

Templates are powerful, but misuse can cause automation issues.

Best practices for working with templates

1) Treat templates as blueprints

Templates show how, not what.

Always:

• Adapt logic to your business
• Adjust timing and messaging
• Remove unnecessary steps

2) Avoid publishing multiple templates blindly

Publishing many templates without review can lead to:

• Trigger conflicts
• Duplicate replies
• User confusion

Always check:

• Trigger overlap
• Tag logic
• Entry points

Related guide: 3.6 Trigger Priority & Conflict Handling

3) Use templates to learn structure

Templates are an excellent way to:

• Understand flow patterns
• Learn best practices
• Discover reusable logic

After installing a few templates, you should start building custom flows confidently.

Go to: 2.5 Flow Logic Best Practices

4) Keep templates updated over time

Once a template is customized and published:

• Review performance
• Update messaging when needed
• Adjust logic as Instagram rules change

Avoid “set and forget” automation.

Related guide: 17.1 Instagram Automation Rules
See more in: 18.1 Common Issues & Fixes

Common mistakes to avoid

• Publishing templates without editing
• Leaving placeholder text unchanged
• Ignoring tag and field naming conflicts
• Using templates as final solutions

Templates should save time, not create hidden problems.