How to create personalised call templates?

How to create a Call template?

Cold calls are pretty relevant in this Internet age, and are fetching a reasonably good outcome for most businesses till date. Make cold calling easier for you with SalesBlink. You can create a custom template to help your team to follow a pattern while cold calling. 
Here is a step-by-step guide on how you can add a new call-template:

1. Go to the SalesBlink Dashboard

2. Under “Outreach”, click on “Phone”

3. Click on the drop-down arrow next to “Templates”. Then, click on “Create New.”


Create new template

4. Enter the call-template details and click “Save Template.”

A new call template will now be get added to your list of templates.

Now, let’s see how you can add personalized text in your call-template with Macros.

Macros work in the Call Script as well. 

Important Note: For any personalization macros to work in outreach, you must upload that data for your prospect.


Text Personalization

Method 1: Default Macros

In this method, you can use Default Personalization Macros by SalesBlink.

All you have to do is select  My Macros in the Load Macros drop-down while creating or editing a template.

Click on the macro you would like to add to your call script, and it will get added. It is that simple!

Method 2: CRM Field Macros

In this method, you can use macros you add as fields in CRM Settings.

You just need to select ‘My Macros’ in the ‘Load Macros’ drop-down while creating or editing a template.

Click on the macro you would like to add to your call-template.

Method 3: Campaign Macros

In this method, you can insert macros from data fields of a campaign.

A campaign must be present before you can do this.

Just select the campaign name in the Load Macros drop-down while creating or editing a template.

Click on the macro you would like to add to your call-template.

Method 4: Custom Macros

In this method, you can type your own macros, in the following format:

{{ macro_name }}

You can directly add this to your call template.

Method 5: Spinned Macros (SPINTAX)

In this method, you can add macros with fallbacks, in the following format:

Fallbacks are taken into consideration when there is no data for the

{{macro_name | FallBack | Another FallBack }}

Example

Macro Used: {{first_name | there | friend}}

Template :

Hi {{first_name | there | friend}},

How are you?

Possible Outcomes:

When First Name is available.

Hi Elon Musk,

How are you?

When First Name is not available.

Hi there,

How are you?

Another case when First Name is not available.

Hi friend,

How are you?

You can directly add this to your call-template and that will make your job tremendously easy. 

FAQs

We’ve got a list of answers to frequently asked questions that will be helpful to you,

1. What is a macro?

A macro is a text placeholder that gets replaced by the prospect’s data when you are making the call.

2. Can I add macros in the subject line?

Yes, you can add any text macro in your subject line.

3. What’s the format for adding Macros?

Here are some examples to help you out:

Field Name - Macro

First Name - {{ first_name }}

Fav Pizza Type - {{ fav_pizza_type }}

4. I have added macros, but it’s not replacing with prospect data.

If it’s not getting replaced with prospect data, make sure the data for that field for that particular prospect is available. You can check the data for individual prospects in CRM.

Make sure the format is of type {{ first_name }} and not {{First Name}} or {{first name}} along with other wrong formats.

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