Message templates and follow-ups

With Pro, Templates keeps the messages you send after meeting someone, ready to use from Contacts. Each one fills in the contact’s name, company and where you met, so a follow-up takes seconds and still reads as if you wrote it for them.

There are two kinds:

• Email templates: a subject and a message, sent from the Contacts page, one person at a time.
• Message snippets: for WhatsApp, text messages or anywhere you can paste.

On the Free plan, Templates shows what it does with a way to upgrade.

Create a template

1. Open Templates from the menu.
2. Under Email templates or Message snippets, select Add.
3. Give it a Name you’ll recognize, such as After the trade show.
4. Write the Subject (emails only) and the Message.
5. To fill in someone’s details, tap one under Fill in their details: tap to add. It’s added to your message, like {{firstName}}.
6. Save.

You can keep up to 50 templates. Select the pencil to edit one, or the trash icon to delete it. Deleting a template doesn’t affect messages you’ve already sent.

Details you can fill in

Write	What goes there
{{firstName}}	Their first name
{{name}}	Their full name
{{company}}	Their company
{{title}}	Their job title
{{event}}	The event you met them at
{{metAt}}	Where you met
{{myName}}, {{myTitle}}, {{myCompany}}	Your name, job title and company, from your card
{{myCardLink}}	Your card’s link

When a contact doesn’t have a detail, it’s left out, with the space before it: “Hi {{firstName}},” reads “Hi,” for someone without a name on file. If you type a name Linq doesn’t know, such as {{fristName}}, the editor points it out, because it would be sent as written.

For example:

Hi {{firstName}},

Great to meet you at {{event}}. Here's my card, so you have my details: {{myCardLink}}

{{myName}}

Templates for your team

If you’re an owner or admin of a team, you can save a template for everyone in it: under Who can use it, pick the team instead of Just me. It then shows up in the list of everyone on the team.

Follow up with a contact

1. In Contacts, select Follow up on the contact.
2. Pick a Template, or choose Write your own.
3. Change the text if you like. Under With their details, you see exactly what they’ll get.
4. Send it:
   • Send email, when they left an email address. It’s sent from Linq in your name, and their reply comes to your own email address.
   • WhatsApp or Text message, when they left a phone number. Your message opens in WhatsApp or your phone’s messages, ready to send.
   • Copy, to paste it anywhere else.

After you send an email, a contact still marked New becomes Contacted. See Track where you are.

Emails go to one person at a time, and only to that contact’s address: Templates isn’t a mailing tool. To remind yourself to write later, set a follow-up reminder instead.