Creating Templates and Prompts

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.

In addition, you can designate a template to be sent as a prompt to an LLM. Birdie's AI will then use your prompt along with information about your message recipient to generate a personalized message.

Create a template

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

Give your template a name.

Choose whether the template should be used for a connection request, message, or InMail.

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

1. Write the body of the template. If the template is for an InMail, you will need to write the subject line too.
2. Use template variables to personalize your message. You can click on each template variable to insert it directly into the body above.
3. For messages, you can optionally add an image to your message template by pasting in the URL of the image. One common way to do this is to host your image on Google Drive.
4. You can designate the template as a prompt. When you do so, the body of your message template is sent as freeform instructions to ChatGPT, and information about your message recipient is include as context. See the section below to learn more about this feature.
5. When you're done editing your template, click Save   .

Writing Prompt Templates

Designating a template as a prompt

To indicate that a template should be treated as an LLM prompt, flip the switch at the top on.

How to write a prompt

When you designate a template as a prompt, you should treat the body of the template as instructions you would write to ChatGPT. Here are some examples:

If this person has a LinkedIn subscription, use this template:

Hi {{firstname}}, thanks for the connection. Saw that you pay for a LinkedIn subscription. Do you get a lot of value from the platform?

Otherwise, use this template:

Hey {{firstname}}, thanks for the connection. If you happen to use LinkedIn a lot in your day-to-day prospecting, you might find Birdie helpful. We're a general purpose LinkedIn productivity tool.

Read through recent social media posts that this person has posted and find the one that most likely indicates that this person has a need for a LinkedIn productivity tool. Make a comment on this post and ask if this person has any unmet needs with their LinkedIn usage. If such a post doesn't exist, just thank the person for connecting.

Context that is sent to ChatGPT

Along with your instructions (i.e. the template body), the following information is also sent to ChatGPT to help Birdie write your message.

• Your message recipient's LinkedIn about section
• Your message recipient's work history
• Your message recipient's education
• Your message recipient's location
• Basic information about your message recipient's current employer
• A flag indicating that your message recipient has a LinkedIn subscription, if applicable — This flag will be missing if your message recipient does not have a LinkedIn subscription
• How many 1st degree connections your message recipient has
• Basic profile information of up to 10 shared connections between you and your message recipient
• Recent LinkedIn social media posts made by your message recipient

How to locate your prompts

Once saved, your prompt templates are indicated in your list of prompts with an AI icon.

Using your templates in LinkedIn

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