Supported plan: xFanatical Foresight Elite

xFanatical Foresight's template gallery provides a diverse selection of templates designed to align seamlessly with various business workflows. These templates streamline the process of setting up automation rules, enabling users to configure workflows quickly and efficiently based on their specific needs.

To help you get started, follow the comprehensive guide below to learn how to create automation rules using templates in xFanatical Foresight.

Instructions

xFanatical Foresight Set Up Automation From Template
  1. Sign into xFanatical Foresight.
  2. Go to the Templates page.
  3. Find and click the template fitting your workflow.
  4. In the Templates > {template name} page, here is {template name} is the name of the template you chose.
  5. Depending on the template,
    1. If the template has only 1 rule without any downloadable data, click Copy rule. 
    2. If the template has more than one rule, click Copy Rule 1, and Copy Rule 2 to set up rules respectively. 
    3. If the template includes downloadable data, click Download …. 
  6. Follow the rule instructions to customize the copied rules.