Templates and variables
Reusable messages for every channel, personalised with variables.
Updated 23 September 2026
Open Templates in the sidebar and click New Template. Choose a channel (Email, LinkedIn, SMS, WhatsApp or Notes), write it, and add a category and tags so the team can find it.
Variables
Type variables in double curly braces and they’re filled in for each lead:
{{first_name}}, {{last_name}}, {{full_name}}
{{company}}, {{title}}, {{email}}, {{domain}}
Any custom field, using its key, for example {{industry_focus}}
Heads up. A variable Leadey doesn’t recognise is sent exactly as typed, braces and all, so check the spelling. A custom field that’s empty for a lead comes out blank.
Channel tips
LinkedIn connection notes are capped at 300 characters.
Keep SMS under 160 characters to stay in one billed segment.
Email templates can include attachments up to 15 MB each.
Note templates: reps pull them into a note by typing /.
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