Email & LinkedIn Templates
Templates save time by letting you reuse proven email and LinkedIn messages:
My Templates:
- Create email templates with subject line, preheader, and body
- Create LinkedIn templates: invite notes (300 char limit), messages (8,000 chars), InMails
- Use merge tags for personalization ({{firstName}}, {{company}}, etc.)
- Filter by channel (Email / LinkedIn) and category
- Templates are shared across your workspace — all team members can use them
Template Categories (12):
Cold Outreach, Follow-up, Meeting Request, Introduction, Value Proposition, Case Study, Recruiting & HR, Partnership, Re-engagement, Agency Services, Other
Template Library (Pre-built):
- Browse professionally written templates with proven frameworks
- Filter by category, framework, and difficulty level
- Frameworks: PAS (Problem-Agitate-Solve), AIDA (Attention-Interest-Desire-Action), BAB (Before-After-Bridge), QVC (Question-Value-CTA), Value-First, Social Proof, Trigger Event, Direct, Story, Breakup
- Difficulty levels: Beginner, Intermediate, Advanced
- Copy any library template to 'My Templates' with one click
- Live preview shows how merge tags render with sample data
Using Templates:
- When creating a campaign step, select a template to pre-fill the email content
- Templates can be used as starting points — you can customize after selecting
- LinkedIn templates are available when building LinkedIn campaign steps
Best Practices:
- Create templates for common scenarios: intro emails, follow-ups, meeting requests
- Use the Template Library as inspiration, then customize for your voice
- Test different templates with A/B testing to find what resonates