Help & Support

Message Templates

Create and manage templates for emails, LinkedIn messages, and other communications to standardize your outreach and ensure consistent messaging across your team.

Creating Templates

1. Navigate to the Templates page
2. Click "Create New Template"
3. Select template type (Email, LinkedIn Connection, LinkedIn Message, etc.)
4. Enter template name and description
5. Write your content using template variables
6. Preview the template with sample data
7. Save and make it available to your team

Template Best Practices

• Keep email subject lines under 50 characters
• Keep LinkedIn connection requests under 300 characters
• Use a clear call-to-action
• Personalize with template variables
• Test templates before using in sequences
• Keep content concise and scannable
• Match tone to the communication channel
• Focus on value proposition and mutual benefit
• Avoid generic or salesy language
• Include unsubscribe options for emails

Template Types