How to use templates?

Templates are pre-set text models that can be incorporated into Sequences.
They streamline communication processes, ensuring consistency in messaging while allowing for personalized content.

They can be:

• Emails

• LinkedIn messages

• LinkedIn Invitation

• Linkedin InMail

• Scripts

To use a Template, you have to attach it to a sequence, following these steps:

• Create a Template (if you don't know how to create a Template, click this link)

• Go in the Strategies page and create a Strategy (if you don't know how to create a Strategy, click this link).

• Add a Template to each step by clicking Add template on that step

A page displaying all templates created by you and your team will open; select your preferred template to add it to that sequence step.

Congrats, your template has now been correctly inserted in the step of your sequence!