The Resources tab serves as your central hub for managing various templates, storing your Videos, Voicemail Drops and email signatures.
To learn more about Videos and how to use them, visit this article.
If you are ready to start a targeted messaging campaign but feel unsure about where to begin, creating and using templates can be a game-changer. These templates streamline your workflow, saving you significant time and effort in the long run.
This guide will walk you through the process of creating and using templates step by step.
To create effective and impactful campaigns using templates, follow these simple steps:
Navigate to the Resources tab on your home dashboard by selecting it from the left-hand menu.
Click the + Create New Template button located in the top-right corner.
3. Next, give your template a title and select its type — whether it’s a connection request, social message, email, or InMail.
4. Compose your message. You can personalize it using placeholders or use our AI Content Assistant to refine your message or tailor its tone.
5. For easier organization, you can assign a label to your template by selecting Update Labels. Labels help categorize templates for quick access.
Additionally, by clicking on Best Practice, you will gain access to a collection of pre-made templates to jumpstart your writing. If a template isn’t quite right, you can regenerate it by clicking the refresh button below the message:
The Preview option allows you to review how your message, email, or connection request will appear before saving it:
In the Resources tab, you can use the filter feature to navigate through your templates more efficiently. Simply click the filter icon in the top-right corner to sort by type, label, or your personal favorites.
Email Signatures
Here, you can create and manage custom signatures to use in Emails sent through your campaigns. To find out more about adding new signatures and incorporating images, please visit this article.
Voicemails
Here, you can find and listen to all the pre-recorded voicemails you add workspace-wide. Check out this article on how to record your voicemails.
The Resources tab simplifies your outreach with templates, Videos, voicemail drops, and email signatures. If you need help, contact our Customer Support team anytime!