Message templates in Handshake help your team communicate efficiently and keep outreach consistent.
Use templates when composing individual messages, bulk messages, or campaign messages to save time and apply pre-approved messaging created by yourself or your teammates
To create and manage your message templates, refer to Creating and Managing Templates.
Insert a template
1. In the message composer, click the three dots (more options) icon at the bottom of the message box.
2. From the menu, click Templates.
3. Click the button that matches where you're sending the message:
- Individual or bulk messages: click Use template.
- Campaigns (job, event, fair, or other): click Choose template.
4. In the Use template pop-up, select the Your templates or Team templates tab, then select the template you want to use.
Tip: Enter the template's name in the search box to locate it quickly.
5. The message preview appears on the right. Click the black Apply button.
6. Once applied, the template will appear in the message box. Review and refine your message before sending.