Template Tab

Create, edit and learn best practices for Templates.

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(Last Edited April 11th, 2022) 

How to View, Edit, or Delete Templates

Create

1. Go to Template.

2. "Create Template" + "Title" + "Content" + Save

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View

1. Click the 'eye' icon to view the template.

 

2. You can now view the message template you crafted.

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Edit

1. Click the 'pencil' icon.

2.  You can edit the Title and Content section. 

3. Click Update.

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Delete

1. Click on the 'pencil' icon. 

2.  Select Delete.

3. A confirmation message will pop up on your screen and select OK.

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Default Templates VRS Owner Templates

Default Templates: Your CloudKennect account will have 12 default preset templates, 4 templates per approach (networking, recruiting & sales), they cannot be edited, shared or deleted. These templates will help you save time when creating your sequences, though we highly suggest using them as a reference and changing the verbiage you don't have to reinvent the wheel or look for scripts in your browser. 

Owner Templates: These are the templates you personally created. You can edit, share them among teammates or delete them. 

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Best Practices when creating Templates

Create at least the following Templates:

• Connection Message
• 1st Followup
• 2nd Followup
• 3rd Followup
• 4th Hail Mary / Include your sales pitch here
• Calendar Link
• More information about your company or services

Be proactive, and think of all potential responses you'll get. Once you get a response you have full control of the conversation. This will allow you to have a ready-to-send response. How?  You can use templates in the CloudKennect Inbox.  

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Share templates among teammates

This feature only applies to teammates.

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