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Feature Request: Funnel Templates

Sure! Here’s the translated and polished feature request in English:

Why This Feature Matters

When running recurring campaigns – such as lead magnets, webinars, seasonal promotions, or product launches – users in FluentCRM must manually recreate:

  • relevant tags
  • automations (e.g. email sequences, conditional paths)
  • landing pages (often via external builders like Elementor)
  • specific contact segments
  • and links to custom fields, webhooks, or forms

This repeated manual setup is time-consuming, error-prone, and makes it harder for teams or agencies to scale campaigns efficiently. Other platforms like ConvertKit (with Automation Templates) and HubSpot (with Campaign Blueprints or Workflow duplication) already offer similar functionality.

Suggested Feature: Funnel Templates / Campaign Blueprints

Goal: Allow users to create reusable “Funnel Templates” that include all core campaign elements. When starting a new campaign, they simply choose a template, give it a name, and all components are duplicated and ready to go.

Template Scope:

  • Funnel template name
  • Tags (auto-created)
  • Email sequences (including content, delays, and conditions)
  • Automations (triggers, actions, goals)
  • Optional: Linked forms or custom fields
  • Optional: Landing page reference (shortcode, placeholder URL)

What This Enables:

  • Save and reuse complete funnel structures
  • Clone and adapt existing funnels with a few clicks
  • Faster setup for marketers and agencies
  • Consistency and technical integrity across campaigns and teams

Example Use Case:

A user creates a template called “Webinar X Launch.” It includes:

  • Tags: webinar_x_registered, webinar_x_attended
  • Automation: “Reminder + Replay + Offer”
  • A 5-email sequence
  • A webhook to trigger appointment booking
  • A segment for “no-shows”

Later, the user creates a new campaign “Webinar Y Launch” by duplicating the template and editing only the content.

D@vid

Thx ChatGPT 😎

Marco Neuber

D@vid why not. my real english is terrible.

bis dann, marco.

D@vid

Marco Neuber Mee too ;)
ChatGPT Power !