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How To Share Saved Lists, Saved Replies, Templates and Schedules?
How To Share Saved Lists, Saved Replies, Templates and Schedules?

Learn how to share saved lists, message templates, campaign schedules, and replies between LinkedIn accounts.

Alex avatar
Written by Alex
Updated over 2 weeks ago

You can easily share your saved lists, message templates, saved replies, and campaign schedules with other LinkedIn profiles on your We-Connect account.

How to share saved lists

Step 1: From the 'Saved Lists' page in the settings menu, select the list you want to share.

Step 2: Click the 'Share' icon and choose a profile/s with which to share the list.

Once you've selected an account, click 'Share,' and the list will appear in the selected profiles 'Saved Lists.'

How to share saved replies?

Step 1: In the settings menu, go to the 'Saved Replies' page and select a reply you want to share. 

Step 2: Click the 'Share' icon and choose the LinkedIn profile with which you want to share.

You can also download the selected record (using the 'Download' icon). This is ideal if you want to share it with a different We-Connect account. The other account holder can import the data with a few clicks. On the settings menu, you will see the “Import data” menu. Just select the data type and upload the file.

How to share templates?

Step 1: In the settings menu, go to the 'Templates' page and select a message template you want to share.

Step 2: Click the 'Share' icon and choose the LinkedIn profile with which you want to share.

You also have the option to download the selected record. This is ideal if you want to share it with another We-Connect account holder. The other account holder can import the data with a few clicks. On the settings menu, you will see the “Import data” menu. Just select the data type and upload the file.

How to share schedules?

Step 1: In the settings menu, click 'Schedules' and select the schedule you want to share.

Step 2: Click the 'Share' icon and choose a LinkedIn profile to share it with.

You also have the option to download the selected record, this is ideal if you want to share it with another We-Connect account. The other We-Connect account holder can import the data within a few clicks. On the settings menu, you will see the “Import data” menu; just select the data type and upload the file.

If you have any questions about sharing information between LinkedIn profiles, don't hesitate to contact our support team. We're always happy to help.

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