aNinja Templates

You are here:
< All Topics
Table of Contents

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!