🗝️ Templates allow users to create automations faster by providing a prebuilt structure of messages, steps and wait times. Templates can be edited at any time to match specific outreach requirements.
⚠️ Important: Templates are only a starting point. Users must check all messaging and steps to ensure they are appropriate for the campaign.
Select a Template
Go to Automations and click Create Automation.
Select Template instead of a blank automation.
Preview available templates to understand their structure before choosing one.
Customise the Template
Modify message content to ensure accuracy and relevance.
Add or remove steps such as Wait, Message, Profile View, or Email.
Adjust personalisation tags to reflect what users want recipients to see.
Add Search URL or Excel File
Paste the relevant LinkedIn URL, or upload an Excel file containing LinkedIn profile URLs.
Select the correct LinkedIn search type for the automation.
Save and Activate
Review the final workflow for accuracy.
Go to the Automations list and click Start to activate it.
Allow up to 24 hours for the first run depending on schedule settings.
💡 Best Practices
Always review template content to avoid sending outdated messaging.
Keep templates consistent across teams by duplicating and updating them regularly.
Use templates for repeatable workflows such as network expansion or job campaigns.
🤔 FAQs
Q1: Can users create their own templates?
Answer: Yes, users can duplicate an automation and save it for repeated use.
Q2: Can a template be restored to default?
Answer: No, once edited, users must manually revert changes.