---
title: "How to use templates"
description: "A guide on how to use templates"
url: https://help.crono.one/en/articles/12-how-to-use-templates
collection: "Templates"
updated: 2026-11-04
language: en
---

# How to use templates

A guide on how to use templates

**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

1.  Click **Add a Template** on the step.
    

![](https://staticfiles.gleap.io/gattachments/9bab3FMW2EugZkwh9dxZM8lnsP0ixcOajqCOmyGaa4LyIsloxoCT3jbDvvSxlIavJnnDov76ZQJ.png)

2.  A page opens showing every template created by you and your team. Use the filters to narrow it down.
    

![](https://staticfiles.gleap.io/gattachments/Stls3goKjbX73Ji3xGX3qfdF2QWUBv5uvwkkRJm0wuWFUezZmqxoLh8OWcLSqyMYJ7vTzHR0UHe.png)

3.  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.

![](https://staticfiles.gleap.io/gattachments/iVcVkapEUZxvtsmuO2pSFGwQ4d0qKaoOiOT7M5dYaKIjZ7aHDLDP6iG3DUNzNdpf5mDL2L30T8f.png)