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Where to find this: Tools → Automations → Templates

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Why start from a template

A template is a complete automation: trigger, conditions, and actions already wired, with a message written for the situation. Pick one, swap in your product and your wording, turn it on. It is the fastest way to get value from automations without learning the builder first.
The Automation Templates modal with category tabs and Use Template buttons
Names and descriptions were checked against the live app on 2026-09-02; the library grows over time, so you may see more.

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The library

Click Templates on the Automations page. The Automation Templates modal (“Choose from pre-built templates to quickly set up common automations”) groups templates into three categories, with All Templates showing everything. There are 13 today.

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Conversion

Turn leads and trials into paying members.

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Retention

Keep current members engaged and paying.

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Operations

Run the week without remembering to send things.

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Using a template

1

Open the library

Go to Tools → Automations and click Templates. Use the category tabs to narrow the list.
2

Click Use Template

The template opens in the automation builder as a new, inactive automation. Nothing runs yet.
3

Point it at your products and people

Every field that needs one of your records (a tag, session, product, form or coach) starts empty, so pick your own in the Triggers, Conditions and Actions sections. A conversion template may reference “a trial product” or “a membership”; select yours. The automation can’t be saved until each of these is filled in, so a leftover example name never slips through. See Builder reference for what each section does.Pick an active tag. If a tag step uses a tag that was removed from People, saving stops with a message naming the step, for example “3-Month Member: that tag was removed. Choose an active tag.” Choose another tag, or add the tag again from People.
4

Rewrite the message in your voice

Open each action under Actions. Keep the dynamic fields (the @ CoachIQ fields such as the athlete’s first name) and change the rest. For SMS, watch the counter: past 160 characters the text still sends, but as two billed segments.
5

Test Run

Click Test Run to send the automation to yourself and confirm the message reads well and the fields fill in. Test Run skips any Wait/Delay step and runs the later actions straight away.
6

Turn it on

In Settings, switch Enabled on and click Update. The automation now appears under Active on the Automations page.
The Automation playbook walks through the thinking behind each of these templates, with example messages you can borrow.

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Start from a team

When you open templates from a team’s automation area, the new rule keeps its team context, including Athlete joins team for a team-join automation. Use the back control to return to that team. Before enabling a template, confirm the selected team, trigger, recipient, and actions; a template still needs your review. After a qualifying event, check Execution Logs to see what actually ran.

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Common questions

Yes. It is a normal automation once created. Open it from the Automations list, change anything, and click Update.
Yes, each Use Template creates a new automation. Archive the extras from the Automations list, or disable them from the automation’s Settings section.
It sends one announcement to each member its scheduled check finds, as its description says. If you switch the announcement to specific tags or roles, pick at least one before saving.
No. Every template starts inactive. Nothing goes out until you enable it, and scheduled templates only run at their next scheduled time after that.

Builder reference

Every section of the automation builder explained

Automation playbook

Strategy and example messages for each scenario

Build your first automation

Start from scratch instead

Scheduled automations

How the weekly and monthly templates run