Insert a template
1
Open the template menu
In a conversation, click Templates or type
;; in the composer.2
Choose Messages or Sequences
Press
1 for Sequences or 2 for Messages while the menu is open. Search or move through the saved templates.3
Insert and personalize
Select a template, resolve any missing variables, then edit the draft for this person before sending or scheduling it.
Create a message template
Open the template menu and choose Create template. Add: β A name that describes when to use it.β The message itself.
β Personal or shared scope. You can edit, duplicate, delete, and drag templates into the order you use most often.
Use custom variables
Write variables with double curly brackets:{{first_name}}β
{{topic}}β
{{link}}β
{{icp}}β
{{outcome}}β
{{department}}
Custom placeholders are useful when the important detail cannot come from a profile. Write {{specific_observation}}, then fill it manually for each person.