How to Use Templates in Sellify AI to Build Your Ideal Conversation Flow

Description:
Sellify AI offers prebuilt templates to help you launch faster. Learn how to select, customize, add events, and price your ideal conversation flow using templates.

What Are Templates in Sellify AI?

Templates in Sellify AI are prebuilt conversation flows designed to help you quickly launch automated campaigns. They serve as a starting point, allowing you to personalize your message logic, offers, pricing, and event triggers while following proven structures that convert.

Templates Help You:

• Launch campaigns faster: Start with a proven framework and adjust as needed.
  

• Maintain compliance and best practices: Prebuilt flows adhere to messaging regulations.
  

• Customize conversations: Match messaging to your service offerings and audience.
  

• Add service pricing and payment prompts: Clearly communicate costs upfront.
  

• Incorporate events and notifications: Automate follow-ups based on customer responses.
  

• Improve consistency: Keep messaging aligned across locations or team members.

Where to Access Templates

To view or use a template:

1. Log into Sellify AI:

   • Sellify AI Login
     

2. Navigate to Templates:

   • Go to Campaigns > Templates
     

   • Or visit: sellifyai.com/campaigns/templates

Using a Template to Build Your Flow

Step 1: Select a Template

Choose from a variety of campaign types, such as:

• Winback Offers
  

• Seasonal Promotions
  

• Service Upsells
  

• Appointment Reminders
  

• Debt Collection (when applicable)

Each template includes a ready-made conversation structure based on real campaign data and performance insights.

Step 2: Customize the Conversation

After selecting a template, you can:

• Adjust messages to reflect your brand voice.
  

• Edit questions and response branches for clarity and relevance.
  

• Insert your preferred service offerings and CTA timing.
  

• Add custom fields to pull in CRM data (e.g., [First Name], [Service Type]).
  

Step 3: Add Pricing

Templates support dynamic pricing display within the flow.

You can:

• Show fixed pricing (e.g., “This service starts at $149”).
  

• Add tiered offers (e.g., “Bundle your mosquito and termite services for $249”).
  

• Include payment prompts or links to sign agreements.
  

Tip: Pricing should be clear, honest, and positioned with value language to encourage action. You can also test different price points by duplicating a flow and comparing results.

Step 4: Add Events and Configure Notifications

Events are an integral part of templates, allowing you to trigger notifications based on customer responses or actions.

Types of Events:

• Required Master Events:

  • Must be included in every template.
    

  • Examples:

    • Interested: Indicates the customer is ready to proceed.
      

    • Not Interested: Marks a declined offer.
      

• Suggested Master Events:

  • Recommended but optional.
    

• Custom Events:

  • Can be added as needed to track specific customer behaviors.

Configuring Event Notifications:

For each event, you can specify:

• Send Email on Detection: Notify internal users when the event is triggered.
  

• Disable Other Responses: Prevent automated replies after the event is logged.
  

• Enable Manual Follow-Up: Mark the event for manual review and response.

Step 5: Assign the Flow to a Campaign

Once you’ve customized your template:

• Save it as a new Custom Flow.
  

• Assign it during Campaign Creation under the Conversation Flow dropdown.

This allows you to reuse flows across campaigns or branches without needing to start from scratch every time.

Benefits of Using Templates

• Speed: Launch campaigns in minutes, not hours.
  

• Consistency: Ensure messaging stays aligned across teams and branches.
  

• Customization: Edit every step to reflect your business and voice.
  

• Conversion-Focused: Templates are built around proven success patterns.
  

• Event Management: Automate messaging based on customer actions and responses.
  

• Pricing Transparency: Communicate costs upfront to qualify leads faster.
  

Frequently Asked Questions

Q: Can I duplicate a template and make variations?
A: Yes. Once a template is saved as a custom flow, you can duplicate and edit it freely.

Q: Can I use templates for seasonal or one-time offers?
A: Absolutely. Many templates are ideal for limited-time campaigns.

Q: Can I add different pricing based on service areas?
A: Yes. You can create different versions of a flow for each Branch or customer segment with custom pricing logic.

Q: Are templates editable after a campaign goes live?
A: We recommend editing a copy of the original template if the campaign is already active to avoid data inconsistency.

Next Steps

✅ Browse and select a campaign template
✅ Customize it to match your goals and pricing
✅ Add in required and custom events to trigger notifications and responses
👉 Customize Templates and Events Now