Automacoes, Gestao De Automacoes, Modelos

How to Use the Template Library and Manage Automations

29/05/2026 •

Overview

The Automations tab is your command center. There, you can view everything currently running on your profile as cards, while the Template Gallery works as a library of ready-to-use strategies.

Video tutorial

Overview of the automations area in InfluenciMax
This screen shows the initial context of the Automations area and the Template Gallery.

Before you start

  • Access your InfluenciMax account and confirm that you are using the correct profile.
  • Decide whether you want to review an existing automation or start a new strategy from a template.

Step by step

  1. Understanding the Cards: Each automation you create appears as a card. On it, you can see the name you gave the flow and whether it is active. This is the fastest way to get an overview of your campaigns.
List of automations displayed as cards
Review the automation cards to quickly identify created flows and the status of each one.
  1. Monitoring Clicks: Inside each card, InfluenciMax shows the volume of unique clicks (different users) and valid clicks (total clicks). This is essential to know whether your sales link is being accessed.
Automation card with click metrics
Use the metrics displayed on the card to track whether users are accessing the configured link.
  1. Using the Gallery: If you do not want to start from scratch, the Templates tab offers filters by category. Choose the goal, such as sales, preview the flow and, if it fits your needs, click Use Template to edit it with your own information.
Button to access or create automations from templates
At this step, locate the option related to templates to start with a ready-made structure.
Template gallery with automation options
Choose a template according to the goal of your strategy and continue to customize the flow.
  1. Quick Search: As your account grows, you will have many automations. Use the search bar at the top to quickly find the flow you want to edit or analyze.
Search bar in the automation list
Use search to find a specific automation without manually browsing through every card.

Screenshots

The screenshots in this article were placed directly next to their corresponding steps to make it easier to compare the instruction with the platform screen.

If something does not work

  • Difference between Templates and Automations: Remember that the Templates tab is only a showcase. To edit or review the results of something you have already installed, always go to the Automations tab.
  • Zero Metrics: If an automation has just been turned on, the numbers may take a few minutes to update as the first people interact with it.

Expected result

By the end, you will have a simpler and faster management process, allowing you to activate and monitor multiple sales strategies without confusion.