Message Templates and Personalization

Writing the same message repeatedly can be time-consuming. Message templates let you save commonly used messages and reuse them across multiple campaigns.
Templates also support personalization variables, allowing each message to be customized automatically for the recipient.

Creating a template
To create a template:

1. Open the Templates section.
2. Click New Template.
3. Give your template a name.
4. Write your message.
5. Save the template.

You can then select the template whenever you add a message step to a campaign.

Using personalization
Personalization variables automatically insert information from each prospect's profile when the message is sent.
Some commonly used variables include:

• First name
• Last name
• Company
• Job title
• Location

For example:
Hi {{first_name}}, I came across your profile while looking at companies in {{company}}.
When the message is sent, these placeholders are replaced with the prospect's actual information.

Best practices

• Keep messages short and conversational.
• Personalize naturally instead of adding variables everywhere.
• Review your template before launching a campaign to ensure it reads well even if some information is missing.
• Test different message styles to see which performs best with your audience.