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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.
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

Check the Triggers and Conditions sections. A conversion template may reference “a trial product” or “a membership”; select yours. See Builder reference for what each section does.
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 160-character counter.
5

Test Run

Click Test Run to send the automation to yourself and confirm the message reads well and the fields fill in.
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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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 ones you do not need from the Automations list.
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