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Send a message from a template

Use a template from the inbox, a list or a pipeline column.

Templates are available everywhere LinkedLeads sends a message.

From the inbox, to several people

  1. Go to the inbox and tick one or more members.
  2. Click Message in the action bar that appears.
  3. In the message window, click Use a message template and pick one.
  4. Edit if you want to, then send.
The inbox with four members selected and the batch action toolbar above the list.
Selecting the recipients first is what makes the message action available.
A Send a message window for three selected members, with a Use a template message control open and listing saved templates.
The highlighted control lists your saved templates; picking one drops it into the field, still editable.

From a conversation

  1. Click a member to open their chat.
  2. Use the Message template dropdown above the input field.
A conversation's right-hand panel with notes, reminder, pipeline and label sections above the message composer.
In a chat the template dropdown sits directly above the box you type in.

The text drops into the field and is editable before you send, which is the point — a template is a starting position, not a script.

From a pipeline column

  1. Open the ⁝ action menu on the column.
  2. Click Send message.
  3. In the window, click Use a message template.

See actions you can run from a pipeline column.

In a campaign

When you add a Send message step to a sequence, you can either write the message there or insert an existing template.

A campaign's send-message step with a Use a template message control above the message body and the delay set to zero days.
Same control inside a campaign step, highlighted — with the difference that nobody reads the result before it sends.

The fallback applies everywhere

However you send it, if the template uses a variable other than {{firstname}} or {{lastname}}, recipients missing that detail get your alternative message instead. The rule is the same whether a person clicked send or a campaign did.

Still stuck? Email support and a person will answer.