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Outreach Templates

Reusable LinkedIn outreach messages, scoped to the project. Anyone on the project can pick from them when configuring a segment.

Open from a project: Sourcing → Outreach Templates.

Two template types​

  • Connection Request — short message attached to a connection request. Capped at 300 characters.
  • InMail — paid LinkedIn message with a subject line and longer body. Use to reach 2nd/3rd-degree candidates without first connecting.

Tab counters show how many of each type you have.

Create a template​

  1. Switch to Connection Request or InMail and click Add Template.
  2. Fill in:
    • Name — internal label only.
    • Subject (InMail only) — required.
    • Message — the body. Connection requests have a live 300-char counter.
    • Follow-up (optional) — a second message a configurable number of days after the first lands.
  3. Save.
Create Connection Request Template modal with placeholder pills and follow-up section

Click the star on a card to mark it as the default for that type — it'll be pre-selected when you create or edit a segment.

Use in a segment​

Pick a template in Step 3 (Outreach) of segment creation, or change it later from the Segment Details drawer. You can also override a template inline when sending outreach to a specific batch.

Edit or delete​

Click any card to open it in the editor. Deleting a template that's attached to a segment falls back to a per-segment inline copy saved at config time, so existing segments keep working.