LinkedIn message templates

Chatper 1 - LinkedIn

1.1 Connection request (invitation note)

Step 1: Open the invitation note

1. Go to a profile you want to connect with
2. Click Connect
3. Click Add a note

Step 2: Insert a template

• Click use a template
• Select an existing template (or create one, see the “Create a Template” section below)

Step 3: Personalize quickly

• Adjust 1–2 lines to match the context (mutual connection, event, shared interest)

• Send the invitation

1.2 Inbox / Direct message (ongoing conversations)

Step 1: Open the LinkedIn chat

You can open the chat window either:

• from the Messenger, or
• directly from the contact profile

Step 2: Use a template (or create one)

• Click Use a template and pick one, or create a new template (see Chapter 3)

Step 3: Send

• Review the inserted text and send your message

Chapter 2 - Sales Navigator (SN)

2.1 Connection request (invitation note)

Step 1: Open the invitation note

1. Start a connection request from Sales Navigator
2. Click Add a note

Step 2: Insert a template

• Click Use a template
• Select a template (the library is the same as LinkedIn)

Step 3: Personalize, then send

• Adjust as needed, then send the invitation

2.2 Inbox / Direct message (ongoing conversations)

In Sales Navigator messages (and InMail where applicable), the workflow is the same:

1. Open the conversation thread
2. Click Use a template
3. Select a template and send

Chapter 3 - Create, edit, and manage templates (LinkedIn or Sales Navigator)

Step 1: Access Template Creation

When you're in the "Add a note to your invitation" window, click the "use a template" link. This opens the Message Templates dialog where you'll see:

• A search bar to find existing templates
• A list of your saved templates
• A "+ Create New Template" button at the bottom

Step 2: Build Your Template

Click "+ Create New Template" to open the template editor, which includes:

Template Title

• Give your template a descriptive name (only you see this)
• Example: "CEO Outreach," "Industry Event Follow-up," or "Mutual Connection Intro"

Message Content

• Write your message in the text field (up to 2000 characters)
• Use the variable for personalization
• The variable appears as a purple tag:

Personalization Variables

Currently, LinkedIn provides the variable, which automatically inserts the recipient's first name when you use the template. In your message, it appears like this:

When sent, "" becomes "Yamini" or whatever the recipient's first name is.

Step 3: Save and Use

• Click "Save" to add the template to your library

Browsing and Managing Templates

In the Message Templates dialog, you'll see all your saved templates with:

• Template name (your title)
• Preview of content (first line or two)
• Edit icon (pencil) - to modify the template
• Search function - to quickly find templates by name or content

Template Organization Tips

Since you can create multiple templates, consider naming them by:

• Use case: "Cold Outreach," "Warm Intro," "Event Follow-up"
• Audience: "C-Suite," "Mid-Level Manager," "Peer Connection"
• Campaign: "Q4 Partnership," "Conference Networking," "Product Launch"