Overview
Message Templates are pre-written messages you can create, save, and reuse across multiple campaigns. You can manage all your templates in one place from the Templates tab.
Templates can be created directly on the Templates page or while setting up and managing campaigns. You can also attach the same template to multiple campaigns.
Creating a template
Go to the Templates tab and click the Create New button in the top-right corner.
Select the message type, which can be: Connection Message, Follow-Up, Open InMail, and Email.
Add a template name (required)
Create your message - Use the personalization tags above the message box to automatically pull in contact details from their LinkedIn profile.
Tag | What it inserts |
First Name | Contact's first name |
Last Name | Contact's last name |
Company | Contact's company name |
Location | Contact's location |
Title | Contact's job title |
5. When you insert a personalization tag other than first and last name, you'll be asked to set a fallback text. A fallback text is what appears if that information isn't available on the contact's profile.
Example: If you select Company with a fallback of "your company," the message will read "your company" when no company name is found.
Custom 1 and Custom 2 fields are available only for CSV imports and API.
To learn more about Custom Fields, click here.
5. Click on Preview your Message to see exactly how it will appear to the recipient.
6. Click Create to save your template.
AI Template Generator
Salesflow offers you the option to have AI templates created just for you. Feed the system with your keywords and tone and our AI will generate a personalized message for your campaigns.
To generate an AI template:
Go to the Templates menu and select AI Generator.
Select the type of message you want to create.
3. Fill in the required text fields with your information.
4. Select the tone of the message.
5. Choose how many versions you'd like to generate.
6. Review your results - use the like/dislike buttons to help the system improve future suggestions.
7. Click on Export to Editor.
Hope you found this article helpful! If you still have questions, please reach out t us via the support chat or at support@salesflow.io
You might be interested in
For video tutorials click here