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Creating and Managing Templates

Jennifer
  • Updated

Leverage templates to craft your outreach messages and share messaging best practices across teams. 

Learn more about Using Templates in Messages.

 

Topics: 

 

Access templates 

Click on your name in the upper-right corner of the page, then select Templates from the dropdown.

Select templates.png 

 

Template search filters 

You can filter templates by the following criteria: 

  • Keyword search
    • Search template by name 
  • Created by 
    • Created by anyone
    • Created by you 
  • Status
    • Active
    • Archived 
  • Sort by 
    • Sort by newest
    • Sort by oldest
    • Sort by last update
    • Sort alphabetical  

6.png

 

 

Create a template 

On the Templates page, click the white button Create to the far right of the page to create a new message template. 

 

Create button .png

 

In the pop-up modal, enter the following details: 

  • Template name (maximum 50 characters) 
  • Subject line (optional) 
  • Message 

When you're finished, click the black button Save in the bottom-right corner. 

Once saved, the message "Template created successfully" displays in the lower-right corner of the page. 

At this time, you cannot star commonly used templates. However, we recommend prefixing them with [Evergreen] or wording of your choice to make them easily searchable.

 

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Edit template

Select the message you want to edit, then click the black button Edit to the far right of the template message name. 

Edit button.png

 

Edit the message and the subject line as needed, then click the black button Save in the upper-right corner.

Once saved, the message "Template updated successfully" displays in the lower-right corner of the page. 

Edit message then click the black button save.png

 

 

 

Duplicate template 

Select the message you want to duplicate, then click the duplicate icon (two overlapping squares) to the far right.

Duplicate icon.png

 

In the pop-up modal, enter the following details: 

  • Template name (maximum 50 characters)  
    • The template name will contain "Copy [name of original template]
    • Edit the name as needed. 
  • Subject line (optional)
  • Message 

When you're finished, click the black button Save in the bottom-right corner. 

Once saved, the message "Template created successfully" displays in the lower-right corner of the page. 

New template duplicate.png

 

 

Archive template

Select the template you want to archive, then click the bin icon to the far right of the page. 

  • Templates cannot be deleted.
  • The company profile owner or admin can archive templates created by teammates.

Once archived, the message "Template archived successfully" displays in the lower-right corner of the page. 

 

Archive icon .png

 

 

 

Restore an archived template

In the Status filter, select Archived. Then, select the message you want to restore and click the black button Restore.

Once the message is restored, the message "Template restored successfully. You can now view it as an active template." displays in the lower-right corner of the page. 

 

Restore template.png

 

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