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Create a message template

Write, name and save a template you can reuse.

Go to Message templates from the main menu.

  1. Choose the type — Message for standard messages, Connection request for invitations. See the types of message template.
  2. Name it. You will be picking this out of a list later, in a campaign builder or a send window, so name it after the situation rather than the content: Post-event follow-up beats Template 3.
  3. Write the message. Plain text, variables, and alternative versions.
  4. Insert variables where you want per-lead detail — {{firstname}}, {{company}} and the rest.
  5. Save.

The template appears in the left column, grouped by type.

Still stuck? Email support and a person will answer.