The following guide is intended for non-technical users and uses the exact terminology found in the software user interface.

Opening the Library (Marketplace) for Automation Templates

The Library (or Marketplace) allows you to import predefined automation templates or save your current automation as a template to reuse it in the future.

Note: The Library is accessible only if the automation is in Draft status.

Step-by-Step Procedure

1. Access the automation or funnel you want to edit.

2. In the top toolbar, locate and click the button:

Library

3. A modal window will open with the Library options. Here you will find two main sections:

1. Library (Available Templates)

This section shows the automation templates you can import directly.

• To use an existing template, click the Import button next to the desired template.
• To download a template to your computer, click the Download button.

2. Import (Upload a Template File)

This section allows you to upload a previously saved template from your computer.

• To upload a template, click Select file or drag and drop the template file into the indicated area.

4. To save your automation as a Template (Export):

At the bottom of the Library window, click the button:

Export

A form will open where you can enter the Title and Description of your template before saving or downloading it.

5. Once the operation is complete (Import, Download, or Export), click Close to return to the automation editor.