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A template is a saved message you can reuse across campaigns.
  1. Open Templates and select Create template.
  2. Name it and write the message. Insert variables such as first name, full name, handle, company or location. They fill in for each lead.
  3. Vary the wording with spintax, so not every lead gets the same text. For example, {Hi|Hey} {{firstName}} sends either “Hi Jane” or “Hey Jane”.
  4. If you like, add an AI prompt, which writes those lines for each lead, or attach a file.
  5. Check the preview, then select Save template.
To use a template, select Start from a template on a message step in a campaign. Deleting a template doesn’t change the campaigns that already use its text. AI-written lines use credits.