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