---
schema_version: "1"
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title: Create a Flow for Your Triggers from a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_admin_flow_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_flow_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c6f0d4382e74d6a56fe82620b41fc658f9035a07386c48faa361c42e63a782c3
description: Create a flow from a flow template to send trigger messages without starting from scratch. Each template includes ready-to-use email content, and merges field values such as {First Name} are personalized from the event payload when the flow runs. With a template, marketers launch a personalized, multichannel journey when a customer qualifies, without building audience segments or writing custom code.
products:
  - Marketing
release: "264"
---
# Create a Flow for Your Triggers from a Template

Create a flow from a flow template to send trigger messages without starting from scratch. Each template includes ready-to-use email content, and merges field values such as {First Name} are personalized from the event payload when the flow runs. With a template, marketers launch a personalized, multichannel journey when a customer qualifies, without building audience segments or writing custom code.

### Required Editions

[View supported editions](https://help.salesforce.com/s/articleView?id=mktg.mktg_editions.htm&release=264.0.0&type=5 "Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only.").

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d13807e45">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13807e45 ">To create and edit a flow from a template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13807e45 ">
              <p>Marketing Cloud Manager permission set</p>
              <p>OR</p>
              <p>View Flows and
                Create and Edit Flows user permissions</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Permissions
                to all elements in the flow</p>
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Before you begin, set up and turn on the trigger for the template that you want to use so that its automation event is available in flows.

## Create a Flow from a Flow Template

Use any flow template with the same steps to create a flow that works with your triggers, and then tailor the content and logic to match your brand.

1. Create a flow.
    - From a campaign, click **Browse Templates**.
    - From the Flows tab, click **New**.
2. In the Search automation box, enter the template name, and then select the template.
3. Click **Next**.
4. Enter a label and API name for the flow.
5. Select the data space and marketing workspace for the flow.
6. Click **Create**.
7. Edit the logic and email content in the flow, if required.
    
    Personalize the message with the fields available for the template.
8. Activate the flow.

## Flow Templates

Use these flow templates to create flows that work with your triggers.

   
| Flow Template Name | Description | Personalization Fields | Prerequisite |
| --- | --- | --- | --- |
| Birthday Promotional Email Automation Template | Sends a personalized birthday message, and then follows up with an offer reminder if the shopper doesn't click. | First Name, Last Name, and Birthday | Set up and turn on the [Birthday](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_set_up_birthday_trigger.htm&release=264.0.0&type=5 "Configure a birthday trigger to reach customers on their birthday or a set number of days before it. This trigger runs every day.") trigger. |
| First Purchase Anniversary Promotional Email Automation Template | Reaches customers on the anniversary of their first purchase. | First Name, Last Name, and First Purchase Date | Set up and turn on the [First Purchase Anniversary](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_set_up_anniversary_trigger.htm&release=264.0.0&type=5 "Configure a first purchase anniversary trigger to reach customers on the anniversary of their first purchase or a set number of days before it.") trigger. |
| Visitor Conversion Promotional Email Automation Template | Runs a three-touch, escalating journey that re-engages shoppers who browsed but didn't buy, and exits when the shopper clicks or makes a purchase. | First Name and Last Name | Set up and turn on the [Visitor Conversion](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_set_up_visitorconversion_trigger.htm&release=264.0.0&type=5 "Configure a visitor conversion trigger to reach customers who visit your website a minimum number of times in a set period, but don't purchase or view a product page in that time. Salesforce evaluates your customers every day and automatically launches a personalized, multichannel journey when a shopper qualifies, so what once took days of segment building and journey wiring now takes minutes with no custom development.") trigger. |
| Reengagement Promotional Email Automation Template | Sends win-back messages to inactive customers. | First Name and Last Name | Set up and turn on the [Reengagement](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_set_up_reengagement_trigger.htm&release=264.0.0&type=5 "Configure a reengagement trigger to win back previously active customers who were engaged before a lookback period, but not within it.") trigger. |
| Replenishment Promotional Email Automation Template | Sends reorder reminders when it's time to restock a purchased product. | First Name, Last Name, and Product | Set up and turn on the [Replenishment](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_set_up_replenishment_trigger.htm&release=264.0.0&type=5 "Configure a replenishment trigger to remind customers to reorder a consumable product as they approach the end of its consumption cycle.") trigger. |
| Email Welcome Series | Welcomes a new email subscriber with an offer, and then sends a reminder before the coupon expires. | First Name and Last Name | No trigger setup required. Set up an email communication subscription. |
| SMS Welcome Series | Welcomes a new SMS subscriber with an offer, and then sends a reminder before the coupon expires. | First Name and Last Name | No trigger setup required. Set up an SMS sender code and communication subscription. |