On this page
Templates are reusable copy for connection notes, LinkedIn messages and emails.
Create a template#
- Go to Settings → Templates and open My templates.
- Click New template.
- Pick a Channel: LinkedIn message, LinkedIn invite note or Email.
- Enter a Name, a Subject (email only) and the Body. You can use variables like
{{first_name|there}}. - Save.
Filter your templates by All, LinkedIn, Invite notes or Email.
Use a template#
In a campaign's Sequence tab, expand a message step and pick a template from Insert from template.... Only templates for that step's channel are listed. The text is copied into the step, so you can edit it for this campaign without changing the template.
Template library#
The Library tab in Settings → Templates has ready-made copy and one-click campaign blueprints based on the built-in sequences:
- LinkedIn connect & follow up
- Email sequence
- Multichannel: LinkedIn + email
Tips#
- Keep one template per proven message, meaning one with a good reply rate.
- Name templates by purpose, for example "Invite – event follow-up" or "Email 2 – case study".
- Share templates with teammates so every sender starts from what works.
