Introduction
Templates are saved messages your team can reuse. You'll find them under Marketing > Templates.
Who Uses Templates
Important: Templates are for your staff. Hailee (or whatever you've named your AI Assistant) doesn't use them when she replies to clients.
You can add templates to your pipeline outreach scripts, but when Hailee is replying to and engaging with clients, she won't reference them.
Creating a Text Template
Click New Template.
Name your template, such as Halloween Template.
Write your message. For example: Hello [First Name], we're excited to have a spooky session on Halloween!
Click Save in the upper-right corner. If you don't save, your template won't be kept.
While you write, you can insert:
Variables, such as the client's first name
Form links for any forms you've created
Custom fields you've set up under AI HQ
Other pre-populated fields available in the editor
Learn more:
Managing Your Templates
From your list of templates, you can:
Use a template in a campaign.
Duplicate a template to build a new one without starting from scratch.
Archive a template you no longer need. Archived templates are kept, not deleted.