Write message templates

Each step of a sequence sends a template, so create your templates first.

Create one#

1. Sequences → Message templates → New template.
2. Choose Email or LINE under Channel. The channel cannot be changed later.
3. For email, enter a Subject and Body; for LINE, just the Body.
4. Use Insert variable for words that change per recipient: contact name, last name, company name, department, job title, sender name and your company name.
5. Check the Preview with sample values, then save.

Write a fallback after "|" for recipients with no value. {{last_name|ご担当者}} 様 becomes "ご担当者 様" when the last name is empty.

Email templates#

• The subject is used only for the first email. Later emails are sent as replies to the first ("Re: first subject"), so their subjects are not used.
• The signature set for the sending address is added (Set up your email signature).
• An unsubscribe notice is added at the end automatically (Automatic stops).
• Templates with Make this a personal template turned on are for one-to-one email and cannot be used in sequences.

LINE templates#

You can attach one image. See Create LINE message templates.

FAQ#

• I cannot delete a template: a sequence step uses it. Remove it from the sequence first.
• Do edits reach people already in the sequence? Yes. The next step they receive uses the edited text.