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A template is a saved starting point for a campaign message step. Pick one on a step and it fills the step in for you. A template can be written two ways: A step also has a third mode, Auto-draft, where Guhan writes from the campaign’s goal alone. Templates fill Guided or Fixed steps. See Personalization.

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The five starters

Every workspace comes with five starter templates. Starters are read-only. Clone one to edit it. In the Templates tab, Starter marks a read-only template, Guided means Guhan writes the message from the template’s instructions, and Default marks the template suggested first for that channel. The WhatsApp starters are built for people who have already engaged with you. WhatsApp is not meant for cold first contact.
The Templates tab: the five starters, with their channel and Starter, Guided and Default badges

The Templates tab: the five starters, with their channel and Starter, Guided and Default badges

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Create a template

1

Open Brand & Voice, Templates

Click New template.
Brand & Voice, Templates tab, then New template at the top right

Brand & Voice, Templates tab, then New template at the top right

2

Name it and pick channels

One template can serve more than one channel. Email templates also have a Subject field.
Give the template a name and tick the channels it can be used on

Give the template a name and tick the channels it can be used on

3

Choose the template type

Guided for instructions, Fixed message for exact text.
Guided has Guhan write each message from your instructions. Fixed message sends exactly what you type

Guided has Guhan write each message from your instructions. Fixed message sends exactly what you type

4

Write it

For Guided, describe what the message should do. For Fixed, write the message itself. The Insert variable menu adds prospect, company, sender, and workspace variables where you need them.
Write the instructions. Insert variable adds a placeholder such as the first name

Write the instructions. Insert variable adds a placeholder such as the first name

5

Optional: tag and recent-post hook

A tag helps you find the template later. On LinkedIn post comment templates you can turn on Use prospect’s recent post, which lets Guhan open with the prospect’s latest post. Fetching posts may use credits; see Plans and credits.
Add a tag to find the template later. On LinkedIn post comment templates, Use prospect's recent post is available

Add a tag to find the template later. On LinkedIn post comment templates, Use prospect's recent post is available

6

Save

The template appears in the picker on campaign steps.
Click Create template to save it

Click Create template to save it

Good Guided instructions are specific about the opener, the value on offer, the length, and the single ask. “Congratulate them on the round, name the lead investor if visible, offer one benchmark from similar-stage companies, end with a question” beats “say congrats and pitch”.
For Fixed messages, a send is skipped if a variable it needs has no value for that prospect. Preview the step against a real prospect before launching.

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Use a template on a campaign step

On a message step, open its settings and choose Start from template. The template’s text is copied into the step. After that the step is independent: editing the template later does not change steps that already used it, and editing the step does not change the template. The template picker is not shown on Auto-draft steps.
On a message step in a campaign, Start from template is at the right of "How do you want this message written?"

On a message step in a campaign, Start from template is at the right of "How do you want this message written?"

Pick a template to copy its text into the step

Pick a template to copy its text into the step

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Clone, edit, filter

  • Clone to edit on a starter creates your own editable copy.
  • Your own templates can be edited, cloned, or deleted from the row menu.
  • Filter the list by channel, by tag, or by kind (all, starters only, custom only), or search by name, tag, or instructions.
A template's menu: Clone to edit, or View for a starter

A template's menu: Clone to edit, or View for a starter

A starter is read-only. Clone it to make your own copy

A starter is read-only. Clone it to make your own copy

Filter by channel, tag or kind. Kind has All, Starters only and Custom only

Filter by channel, tag or kind. Kind has All, Starters only and Custom only

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If something’s off

It is a starter. Clone it, then edit the copy.
A variable in it probably had no value for that prospect. Preview the step with that prospect to see which one.
Steps copy the template when you pick it. Pick the template again on the step, or edit the step directly.

Personalization

Auto-draft, Guided, and Fixed.

Build a campaign

Use templates on steps.

Brand & Voice

The voice behind Guided messages.