Creating Templates

You can create templates to streamline sending personalized connection requests, messages, and InMails. This may be helpful if:

1. You have different types of personalized connection request notes for different personas.
2. You have a standard follow up message you send someone after they accept your connection request.
3. You have a standard follow up message you send someone after you've met with them in person.
4. Etc.

Create a template

In Birdie's options, click on Message Templates and then Create new template .

Give your template a name and then click OK .

When creating a new template, there a couple of things to do.

1. Select the template type. This can be a Connection request , Message , or InMail .
2. Write the content of the template for the step. For InMails, you will also need to write a subject line.

3. For messages, you can optionally add an image to your message template by pasting in the URL of the image.

   

   
   
4. You can use template variables to personalize your templated messages. For ease of use, you can click on the template variables underneath the text box to add them to your template.
5. When you're done editing your template, click Save .

Using your templates in LinkedIn

With some templates ready to go, you can now use them when reaching out to people on LinkedIn.