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Templates

How to create and manage outreach templates

Written by Bozidar Nikolic
Updated over a week ago

A template is a pre-defined outbound message that can be used across multiple campaigns.

The templates page centralizes all of your Note, Message, and inMail templates in one convenient location, allowing you to easily manage them and track their performance.

Aimfox requires you to create a template for any communication used in your campaigns. You will be prompted to create a template when building your first campaign unless you already made one ahead of time.

Now that we understand the importance of templates let's begin creating one!

Creating a Template

To create a template, navigate to the Templates tab in the left-hand sidebar and click the Create Template button.

You can also create a template directly during campaign setup.

After selecting Create Template, you'll be prompted to choose the type of template you want to create:

  • Note

  • Follow-up Message

  • InMail

Each template type is designed for a different stage of LinkedIn outreach.

Note Template

Note templates are sent out alongside Connection Notes when reaching out to targets as part of your campaign connection flow.

Connection Notes have a maximum length of 250 characters.

It's recommended to keep your message shorter when using Smart Variables (such as First Name or Last Name), since longer names may cause the message to exceed the character limit. If the message exceeds the limit, it will not be sent.

Follow-Up Message Template

Follow-up Message templates are used in post-connection sequences. These messages function as LinkedIn Direct Messages sent after a connection request has been accepted.

Messages have a maximum length of 1900 characters.

Follow-up templates are commonly used to:

  • Continue conversations

  • Share additional information

  • Send resources or attachments

  • Deliver voice messages

InMail Template

InMails are LinkedIn's unique communication channel. They let you contact users outside of your network without expending a connection request. Aimfox allows you to send Free InMails to campaign targets with open profiles.

Unlike Notes and follow-up messages, InMails are sent independently of a connection request, as part of our InMail optimization feature.

InMails must include a subject, and have a 1900 character limit.

Voice Messages

Aimfox allows you to include Voice Messages in your templates.

Voice messages help make outreach feel more personal and authentic, increasing engagement rates.

When creating a template, you can record a voice message directly inside the template editor.

How to add a voice message

  1. Click on the Create template button.

  2. Click the Voice Message option.

  3. Record your message using your microphone.

  4. Save the recording to attach it to the template.

Once saved, the voice message will automatically be sent as part of the outreach step when the template is used in a campaign.

Voice message tips

  • Speak clearly and keep the recording concise.

  • Ensure your microphone is properly positioned for best audio quality.

  • Preview the recording before saving to ensure clarity.

Voice messages can be especially effective in follow-up message templates, where they help personalize the outreach.

Attachments

Templates can also include file attachments, allowing you to share resources directly in your outreach.

Attachments can be useful for:

  • Case studies

  • Product brochures

  • Presentations

  • Demo materials

  • Documents or guides

How to add an attachment

  1. Click on the Create template button.

  2. Choose Direct message or InMails.

  3. Click the Attachment option.

  4. Upload the file you want to include.

  5. Save the template.

When the template is used in a campaign, the attachment will be automatically included in the message sent to the target.

Attachments are commonly used in follow-up messages, where additional information or resources can support the conversation.

Important:

  • An attachment can have the maximum size of 10mb and the maximum number of attachments per template is 6

  • Types of files we accept: DOC .DOCX .CSV .XLS .XLSX .PPT .PPTX .PDF .TXT .JPEG .JPG .GIF .BMP .PNG .MP4

Smart Variables

Templates support Smart Variables, which automatically pull information from a lead's LinkedIn profile.

These placeholders allow you to personalize outreach at scale.

Examples include:

  • First Name

  • Last Name

  • Company Name

  • Job Title

When the message is sent, these variables are automatically replaced with the relevant information from the lead’s profile.

AI and Auto-Translate Features

During campaign setup, templates can be further enhanced with:

AI Variables
Automatically generate personalized snippets based on the lead’s profile.

Auto-Translate
Translate your outreach messages into the target’s language for better engagement.

These features help increase personalization while maintaining efficiency at scale.

Managing Templates

Templates can be managed directly from the Templates page.

From here you can:

  • Edit templates

  • Delete templates

  • Track template usage

Editing can also be done during campaign setup, allowing you to make adjustments without leaving the campaign builder.

Deleting templates can only be done from the Templates page.

Best Practices

When creating templates:

  • Use clear and descriptive template names for easier internal tracking.

  • Keep connection notes short and natural.

  • Personalize messages using Smart Variables.

  • Use voice messages and attachments strategically to increase engagement.

Well-structured templates allow you to run campaigns more efficiently while maintaining a personalized outreach experience.

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