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title: LinkedIn Message Templates
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January 14, 2026

# 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**

**![CleanShot 2025-12-24 at 08.37.11@2x](https://knowledge.hublead.io/hs-fs/hubfs/CleanShot%202025-12-24%20at%2008.37.11@2x.png?width=670&height=462&name=CleanShot%202025-12-24%20at%2008.37.11@2x.png)**

##### Step 2 — Insert a template

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

![CleanShot 2025-12-24 at 08.37.32@2x](https://knowledge.hublead.io/hs-fs/hubfs/CleanShot%202025-12-24%20at%2008.37.32@2x.png?width=670&height=585&name=CleanShot%202025-12-24%20at%2008.37.32@2x.png)

##### Step 3 — Personalize quickly

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

![CleanShot 2025-12-24 at 08.37.49@2x](https://knowledge.hublead.io/hs-fs/hubfs/CleanShot%202025-12-24%20at%2008.37.49@2x.png?width=670&height=466&name=CleanShot%202025-12-24%20at%2008.37.49@2x.png)

- 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**

![CleanShot 2025-12-24 at 11.26.19@2x](https://knowledge.hublead.io/hs-fs/hubfs/CleanShot%202025-12-24%20at%2011.26.19@2x.png?width=670&height=342&name=CleanShot%202025-12-24%20at%2011.26.19@2x.png)

##### Step 2 — Use a template (or create one)

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

![CleanShot 2025-12-24 at 11.28.11@2x](https://knowledge.hublead.io/hs-fs/hubfs/CleanShot%202025-12-24%20at%2011.28.11@2x.png?width=670&height=430&name=CleanShot%202025-12-24%20at%2011.28.11@2x.png)

##### 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

![CleanShot 2025-12-19 at 14.30.52@2x](https://knowledge.hublead.io/hs-fs/hubfs/CleanShot%202025-12-19%20at%2014.30.52@2x.png?width=670&height=470&name=CleanShot%202025-12-19%20at%2014.30.52@2x.png)

##### 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:

![CleanShot 2025-12-19 at 14.31.32@2x](https://knowledge.hublead.io/hs-fs/hubfs/CleanShot%202025-12-19%20at%2014.31.32@2x.png?width=670&height=447&name=CleanShot%202025-12-19%20at%2014.31.32@2x.png)

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

![CleanShot 2025-12-19 at 14.32.36@2x](https://knowledge.hublead.io/hs-fs/hubfs/CleanShot%202025-12-19%20at%2014.32.36@2x.png?width=670&height=408&name=CleanShot%202025-12-19%20at%2014.32.36@2x.png)

### 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"

 

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