Prospecting Templates to Grow Your Business With Alfred

Getting Started
Learn how to create templates while maintaining that personal touch in Alfred.

Video Transcript

Alfred allows you to easily create and edit personalized messaging templates for all of your campaigns, allowing you to save even more time.
To create a new template, simply click on Create, and then click on Template. You're going to start off by providing your template with the name and then selecting a category. You'll then choose the availability. The availability option allows you to select whether you want this to be a personal template that only you can access or a shared template that other team members can access.
The next step will be to type in your messaging - and you can fully customize it and make it personal by including some of these personalization values such as first name, last name, company, position, or industry. If you're creating an email or LinkedIn in mail template, you'll also be able to include a subject line when including the subject line, you can also personalize it with different values.
Once you're happy with how your templates look, go ahead and click on Save. To access your templates, simply head over to the navigation bar and select Templates, and you can click on Personal. Here you'll find different templates that you have created, whether they're personal or shared with your team.
If you want to access templates that other team members have created, and marked as shared, click on templates and then team. Here you'll find all of the different templates that other team members within your Alfred account have shared.
And lastly, if you need any inspiration on what type of messaging to use for certain scenarios, you can head over to our template library. Here you'll find hundreds of different pre-written templates that we have saved for you that you can clone and make your own at any time.
If you have any questions about how templates work, or you need help setting up your Alfred account, please feel free to contact our customer support team who is standing by to assist you.

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