Reachlee DocsTemplates
The seven starting points in New campaign, what each sequence does step by step, and when to use it.
A template is a ready-made sequence you edit before sending. Every message, branch and setting can be changed, and nothing is sent until you click Send campaign. Text in the templates uses {{first_name}} so each DM greets the person by name.
Announcement
A link, then a nudge. For launches, drops, new videos, events and offers.
- Send message: "Hey
{{first_name}}! 👋 Something new just went live and I wanted you to see it first." - Send a link with a Take a look button. Add your URL here.
- If they click: Send message thanking them and inviting questions.
- If they haven't clicked after 1 day: Send message with a gentle reminder that the link is still above.
Before sending, replace https:// with your real link.
Ask a question
Quick-reply answers, saved. For gauging interest, polls and qualifying leads.
- Ask a question: "Quick one,
{{first_name}}: would you be interested in this?" with Yes, tell me more and Not right now. Answers are saved as Interested. - Each answer gets its own reply: details for Yes, a polite thank-you for Not right now, and a catch-all for anything else they type.
Make it yours by adding an Add to folder step after Yes so interested people land in Hot leads.
Collect emails
Ask for an email, save it. For newsletters, free guides, waitlists and giveaways.
- Send message explaining what you're putting together.
- Ask for an email: "What's the best email to send it to?" If the reply isn't an email address, it asks once more.
- If an email is saved: "Got it, thank you! Keep an eye on your inbox 📬"
- If not: "No problem. You can always send it later."
Saved emails go straight onto each contact and into the campaign's Answers tab. Exclude a Has email segment in the audience so people who already gave you one aren't asked again.
Ask for a follow
Only non-followers get asked. Pro and above. For turning engaged contacts into followers.
- Contact filter: follows you?
- If yes: a thank-you for following along.
- If no: a friendly ask with a Follow me button to your profile.
For a checked follow, swap the last message for an Ask for a follow step, which verifies they followed.
Personal AI message
AI writes each DM and replies. Growth and above. For personal check-ins at scale.
- AI message with the instruction: write a warm, personal check-in, pick up on something they said before, and ask what they'd like to see more of.
- Wait for a reply, up to 2 days.
- If they reply: Hand over to Reachlee AI, which carries on the conversation from your knowledge base.
- If they don't: a short, no-pressure message.
Fill in your Reachlee AI knowledge first, so the messages sound like you.
Share a new post
Share a post, gauge interest. For getting early views on a new post or reel.
- Share a post with "Just posted this and thought of you 👀". Pick which post on the card.
- Ask a question: "Want more like this?" with Yes please and Not really, saved as More like this.
- Yes please goes to an Add to folder step. Choose the folder, such as Superfans.
- Not really and other replies each get a short thank-you.
Empty campaign
Start from a blank canvas. The canvas offers quick buttons for a first message, question or link, or Other steps… for everything else.
Which template should I use?
| You want to | Start from |
|---|---|
| Tell people about something new | Announcement |
| Find out who's interested | Ask a question |
| Build an email list | Collect emails |
| Get more followers from people who already talk to you | Ask for a follow |
| Reconnect personally with lots of people | Personal AI message |
| Push early engagement on a post | Share a new post |
| Build something specific | Empty campaign |