Templates are pre-written messages you can reuse across your outreach. They keep your messaging consistent while still leaving room to personalise each send.
You can create templates for:
Emails
LinkedIn messages
LinkedIn invitations
LinkedIn InMail
LinkedIn voice notes
Call scripts
Where you can use a template
There are three places:
On a sequence step — the most common case, and the only way to automate a message step.
On a one-off task — when you create a task directly on a contact, you can pick a template for it.
Writing to a single contact — open the contact, go to the Email tab and choose a template. Subject and body are filled in with that contact's data.
Adding a template to a sequence step
Click Add a Template on the step.
A page opens showing every template created by you and your team. Use the filters to narrow it down.
Click the template you want to apply it to that step.
The template is now attached to the step. Remember that a message or email step can only be set to run automatically once it has a template.
