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Why it Matters

Templates allow you to create professional, well-structured content faster by providing pre-designed layouts and flows. Instead of starting from scratch, you can customize proven patterns that follow best practices for user engagement and onboarding.

How to Use Templates

When creating new content in the GuideWhale editor, you can:
  1. Browse available templates - View templates organized by content type and use case
  2. Preview template structure - See how the template will look and flow before selecting it
  3. Customize to your needs - Modify text, styling, steps, and elements to match your application
  4. Save your own templates - Create reusable templates from your best-performing content

Template Categories

Onboarding Templates

Pre-built flows for welcoming new users and introducing core features.

Feature Announcement Templates

Ready-to-use formats for highlighting new functionality and updates.

Checklist Templates

Structured task lists for guiding users through multi-step processes.

Survey Templates

Question flows for collecting user feedback and insights.

Tooltip Templates

Contextual help patterns for providing just-in-time guidance.

Best Practices

  • Start with a template to save time and follow proven patterns
  • Customize branding to match your application’s look and feel
  • Test variations to see which template styles resonate with your users
  • Create custom templates from your highest-performing content for future reuse