With the new Email & Call Templates feature, you can optimize your outreach by creating and saving reusable templates for both emails and calls. This helps with consistency in messaging, saves time, and allows for more personalized engagement at scale. Whether you're sending a one-off email, making a call, or running a full outreach campaign, having structured templates will help you stay efficient and organized.
Accessing the Templates Feature
To access your templates, navigate to Templates by going under the tools Tools section or clicking the four-box grid icon above your account initials. This will bring you to the Templates Dashboard, where you can view, create, and manage your email and call scripts.
Building a New Template
To create a new template, click "New Template" in the top right corner. You’ll then choose between creating an Email Template or a Call Template.
Once you’ve made your selection, a setup module will appear, allowing you to:
- Name your template and optionally mark it as a favorite for easy access.
- Build out your call script or email message, adding key details and structure.
- Insert dynamic variables that automatically populate with prospect-specific details such as First Name, Job Title, Company Name, and Location.
Interested in learning more about Dynamic Variables? Check out this article: Dynamic Variables - Templates can be tailored for a specific contact by using the “Contacts” button in the template editor. This allows you to personalize your approach by incorporating dynamic variables for any contact as you build out your script, any dynamic variables added will automatically populate in the preview panel to the right, giving you a real-time view of how the final message will appear when sent.
- Customize text formatting, add links, and include a signature for emails.
- Preview your template in real-time to see exactly how it will appear when used.
- Tag and categorize your template by adding it to a specific folder or associating it with a list.
Organizing and Managing Templates
All templates are stored in the Templates Dashboard, where you can view key performance insights such as:
- Template Name and Type (Email or Call).
- Tags and Folders for better organization or targeted outreach.
- Usage Metrics, including Delivered, Used, Reply, Interested, Opt-Out, and Last Used—pulled directly from the Activity Page.
To keep templates organized, you can:
- Use the My Folders panel on the left-hand side to view and manage stored templates.
- Create a new folder by clicking the "New Folder" button at the bottom of the panel.
- Move templates between folders, favorite, edit, copy, or delete them using the Actions column in the dashboard.
Using Templates for Calls and Emails
When making calls or sending emails individually or from the Connect tab, you’ll be able to select from your saved templates for a scalable outreach experience. Only templates relevant to the action you’re performing (emailing or calling) will be available for selection.
- Dynamic variables in the template will automatically populate with the recipient’s details.
- Templates can be used for both individual outreach and bulk engagement, making it easy to scale your prospecting efforts.
- Once applied, users can further modify or personalize the content before sending.
