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Documentation Index

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Message templates give your team a starting point for every outreach scenario, so reps spend time personalizing messages rather than writing from scratch. In Signal Ark, templates go beyond simple merge tags — they support signal-aware placeholders that pull live context from an account’s timeline directly into the message body. Sales leaders can draft, review, and approve templates before making them available to the whole team.

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Template categories

Templates are organized by channel and sales motion. You can browse all templates from Outreach > Templates in the left sidebar.

Email templates

Cold outbound, signal-triggered follow-ups, multi-touch nurture messages, and breakup emails.

LinkedIn templates

Connection request notes (300-character limit) and direct message scripts for existing connections.

Call scripts

Discovery call openers, objection-handling frameworks, and voicemail scripts.

Play-specific templates

Pre-built templates tied to GTME Plays — ready to use when Signal Ark activates a play for an account.

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Variables and signal-aware placeholders

Templates support two kinds of dynamic content: Standard variables are replaced with contact or account data at send time:
VariableReplaced with
{{first_name}}Contact’s first name
{{company}}Account name
{{title}}Contact’s job title
{{industry}}Account’s industry
{{sender_name}}The sending rep’s name
Signal-aware placeholders pull live evidence from the account’s signal timeline:
PlaceholderReplaced with
{{why_now}}The primary Why Now summary for the account
{{signal_event}}The most recent high-intent signal event (for example, “Series B announcement”)
{{competitor_name}}The competitor name referenced in a displacement signal
{{hire_title}}The title of a recently hired executive
Signal-aware placeholders only populate when the matching signal data exists on the account. If a placeholder cannot be resolved at send time, Signal Ark highlights it in the composer so you can fill it in manually before sending.

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Creating a template

1

Open the template library

Go to Outreach > Templates and click New Template in the top-right corner.
2

Choose a category

Select the channel (email, LinkedIn, or call script) and the use case (cold outbound, follow-up, play-specific, and so on).
3

Write the message

Enter a subject line (for emails) and the message body. Insert variables by typing {{ — a dropdown suggests available placeholders. Include at least one signal-aware placeholder to give the template context-sensitivity.
4

Tag the template (optional)

Add tags to make the template searchable — for example, “displacement”, “executive hire”, or “Series B”. Tags help reps find the right template quickly when enrolling contacts.
5

Submit for review

Click Submit for Approval. The template enters a pending state and is visible only to you and workspace managers until approved.

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Approval workflow

Signal Ark uses a lightweight approval workflow to ensure consistent messaging quality.
1

Submit

Any rep or manager can draft and submit a template.
2

Review

A workspace manager reviews the draft in Outreach > Templates > Pending Approval.
3

Approve or request changes

The manager approves the template (making it available in the shared library) or leaves a comment requesting edits.
Once approved, a template is available to all reps when selecting messages for sequence steps or manual outreach tasks. Unapproved drafts are only visible to the author and managers.

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Play-specific templates

The highest-converting templates are tied to specific GTME Plays. Signal Ark ships a set of built-in play templates you can use immediately or customize for your team:
Addresses a recent competitor outage, breach, or public failure. The tone is tactful — acknowledge the situation without being opportunistic — and focuses on stability and support. Use {{competitor_name}} and {{signal_event}} to tie the message directly to the incident.
Welcomes a newly hired executive (CISO, CRO, VP of Sales, and so on) and asks about their priorities for the first 90 days. Use {{hire_title}} to address their specific role and make the message feel timely rather than templated.
Congratulates a company on a new funding round and highlights how your product scales with headcount and growth. Use {{signal_event}} to reference the specific round (for example, “Series B”).
Reaches out to buyers who have publicly complained about a competitor’s support quality. References the {{why_now}} context to demonstrate that you noticed their frustration and can offer a better experience.

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Editing and retiring templates

To edit an approved template, click the template name and select Edit. Editing moves the template back to pending status and requires re-approval before the changes go live. To remove a template from the shared library, click Archive — archived templates are not deleted and can be restored.