Skip to main content

How to Create and Save Prompts

This guide explains how to create reusable prompts that can be used across multiple campaigns to save time and maintain consistency.

Written by Sharon Drelevich

Overview

The Prompts section allows you to store and manage templates for outreach messages (e.g., LinkedIn, Email).

These prompts can be reused in future campaigns, helping you:

  • Save time

  • Maintain consistency

  • Reuse high-performing messaging


Step 1: Navigate to Prompts

  1. Go to the bottom-left corner of the platform

  2. Click on Knowledge

  3. Select Prompts


Step 2: Understand the Prompts Table

In this section, you will see:

  • Subject – Name of the prompt

  • Category – Channel (e.g., LinkedIn, Email)

  • Content Preview – Short preview of the prompt

  • Last Updated – When it was last edited

  • Guided – Indicates if it's part of a guided flow


Step 3: Create a New Prompt

  1. Click Add Prompt

  2. Fill in the required fields:

Example:

  • Subject: LinkedIn Outreach

  • Category: LinkedIn

  • Content: write your prompt message

  1. Once completed, click Save


Step 4: Use Saved Prompts

  • After saving, the prompt will appear in the list

  • When creating a new campaign:

    • You can select an existing prompt instead of writing from scratch

  • This allows you to quickly launch campaigns using proven messaging


Best Practices

  • Save prompts that:

    • Performed well in past campaigns

    • Follow your best messaging structure

  • Use clear naming for easy identification

  • Organize by category (e.g., LinkedIn, Email, Follow-up)


Alternative: Save Prompts Directly from a Campaign

You can also create and save prompts while building a campaign:

  1. Go to the Workflow / Campaign builder

  2. When editing a message step (e.g., LinkedIn or Email)

  3. Create or modify your prompt

  4. Save it directly to your prompts library

This allows you to:

  • Capture prompts in real-time while building campaigns

  • Save high-performing variations instantly


Why This Matters

Using saved prompts helps:

  • Reduce time spent building campaigns

  • Ensure consistent messaging across outreach

  • Scale what already works

Did this answer your question?