Message Templates can be easily inserted into any LinkedIn or Sales Navigator conversation with a single click or via preset shortcuts. You can also share your most effective templates with colleagues, helping your entire team close more sales.

Creating a template

To create your first template, click on "Use a Template" in the conversation window with your prospect.​

Click "New",' give your template a name, and enter the message you’d like to save​

When writing your message template, you can use placeholders like {first_name}, {last_name}, and {company_name}. They will be automatically replaced by your recipient's information when you use the template later on.

To further increase your efficiency, you have the option to add a shortcut, so that you don't have to scroll through the list of your templates later. You can colour-code the templates too.

Sharing a template with your team
​

If you’ve found a particular template to be successful, you can share it with your team. Just click on the message template button, select the template you want to share, and click on the three dots to enter editing mode.

Voila, your template has been shared.

​

Note: you can only share templates that you created yourself.

​