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LinkedIn Message Templates

LinkedIn’s Message Templates let you save reusable messages and insert them in seconds. The same template library is available on LinkedIn and Sales Navigator, and it stays synced across both.

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

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Step 2 — Insert a template
  • Click use a template
  • Select an existing template (or create one—see the “Create a Template” section below)

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Step 3 — Personalize quickly
  • Adjust 1–2 lines to match the context (mutual connection, event, shared interest)

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  • 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

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Step 2 — Use a template (or create one)
  • Click Use a template and pick one, or create a new template (see Chapter 3)

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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

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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:

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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

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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"