---
title: "Message templates"
description: "Save connection notes, LinkedIn messages and emails as templates, add premade library copy, and insert them into any campaign step."
url: https://prosyo.com/docs/campaigns/templates/
section: "Campaigns"
updated: 2026-11-06
---

# Message templates

Templates are reusable copy for connection notes, LinkedIn messages and emails.

![Settings → Templates on the My templates tab, with the All, LinkedIn, Invite notes and Email filters, a saved LinkedIn message template, New template and the Library tab next to it](https://prosyo.com/wp-content/uploads/prosyo-docs/builds/20261105-205402-lvcu5rib/assets/assets/template-library.webp)

## Create a template

1. Go to **Settings → Templates** and open **My templates**.
2. Click **New template**.
3. Pick a **Channel**: **LinkedIn message**, **LinkedIn invite note** or **Email**.
4. Enter a **Name**, a **Subject** (email only) and the **Body**. You can use [variables](https://prosyo.com/docs/campaigns/variables-personalization.md) like `{{first_name|there}}`.
5. Click **Save template**.

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: invite notes on a connection request, email templates on an email step, and LinkedIn message templates on the other LinkedIn steps. 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 two parts:

- **One-click campaigns:** the same sequences as **Use a template** when you create a campaign, such as **LinkedIn connect & follow up**, **Email sequence** and **Multichannel: LinkedIn + email**. **Use this campaign** creates a draft with every step written. See [One-click campaigns and AI](https://prosyo.com/docs/campaigns/one-click-templates-and-ai.md).
- **Premade outreach templates:** ready-made invites, messages and emails. Click **Add** to copy one into **My templates**, or **Add all** for every one in the current filter.

## 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"*.
- Templates are shared with everyone in the workspace, so every sender starts from what works.