
The template library, open to insert one into a step.
Save and reuse a message
In the composer, click Templates, choose Save this as a template, and name it. To use it, open any composer, click Templates, choose Insert a template, then search or browse and click one. Rename, duplicate or delete a template from its own row in the list.Good to know
What scope does a saved template belong to?
What scope does a saved template belong to?
Sequence, LinkedIn or inbox reply. The picker opens on the scope you were writing in, with an all-templates tab one click away.
Can I put a template on an agent-written step?
Can I put a template on an agent-written step?
Not directly. A step Written by the agent holds a prompt rather than words, so switch it back to writing the message yourself and the templates icon returns.A template is the right tool for words that must go out unchanged. The agent is the right one for a message written per contact.
Does a new sequence still start from a template gallery?
Does a new sequence still start from a template gallery?
No. A new sequence opens on three emails its agent writes for each contact, and you edit the prompts or the steps from there.
Next steps
Email steps
Write the subject and message a step sends.
Build a sequence
Add steps, assign senders, and launch.