aNinja Templates

Templates including Text (SMS), Email, or Notes templates are available to easily re-use copy in different situations.

Create a Text Template

• Go to Automations in the left sidebar
• Choose Templates
• Select the Text tab
• Choose Add Text Template
• Once you’ve saved your Text Template, you can re-use it on a Lead Page, in Text Sequences, or in Triggers

Create an Email Template

• Go to Automations in the left sidebar
• Choose Templates
• Select the Email tab
• Choose Add Email Template
• Once you’ve saved your Email Template, you can re-use it on a Lead Page, in Email Sequences, or in Triggers

Create a Note Template

• Go to Automations in the left sidebar
• Choose Templates
• Select the Note tab
• Choose Add Email Template
• Once you’ve saved your Note Template, you can re-use it on a Lead Page to speed- up adding Notes

Some ideas for Note Templates include meeting minutes!