How to create a template?

A step by step guide to understand how to create a template

Marco Rosmarini
Written by Marco RosmariniLast update 1 month ago

There are two methods to make a template in Crono:

  • Manual input

  • AI-powered generation

For both of them you have to:

  • Open Crono and go in the Template page: here you will find all you need to create a Template.

  • Select the template section

    You can create

    • An email template

    • A Linkedin Message template

    • A Linkedin Invitation template (an optional note you can add to any LinkedIn connection request)

    • A LinkedIn InMail template

    • A script template for your calls/LinkedIn Voicenotes

Click on "Create new"

You can manually create a template by inserting:

  • The Template title

  • The Subject (with variables, only for the email Template)

  • The text area (you will find the text editing tools and the variables)

  • The language (opening the drop-down list you will find different options)

  • Tags (this will alow you to associate templates to specific segments of contacts/companies)

Plus:

  • The Private button that makes it not visible or usable by your colleagues: by default, the template is accessible to your team for modification. However, if you prefer to work on it privately, you can activate the "Private" button.

  • The Send test button (in case of email template) to send a preview of the email to your inbox

  • Create button to confirm!

If you prefer to generate a template using AI, click the Generate button located in the top right corner.

You will then input all the required information to create an email, a Linkedin message or an invitation, like:

  • Language

  • A short description of your product

  • What role are you targetting

  • Purposes (asking for a meeting, for interest, ...)

  • The step

  • The tone of voice

  • The message lenght

Your Template will be processed by the AI once you've selected the 'Generate' button.

  • Well done! You correctly create your Template

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