How to create personalized email templates?

How to create an Email template?

At SalesBlink, we ensure that nothing looks like a task to you, and you can glide through all the steps. 

Here is how you can add a new email template:

1. Go to the SalesBlink Dashboard

2. Under “Outreach”, click on “Email”


Click on "Email"

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


Create new template

4. Enter the email template details and click "Save Template"

New email template details

You can now add a new email template to your list of email templates.

Now let’s see how you can add personalized images and text in your email template with Macros.

Macros work in both the subject line as well as the email body.

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.
Just 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 email template.

Default Macros

Method 2: CRM Field Macros

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

Just 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 email template.


CRM Field Macros

Method 3: Campaign Macros

In this method, you can insert macros from the data fields of a campaign.
But make sure you have a campaign 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 email template.




Method 4: Custom Macros

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

{{ macro_name }}


Custom Macros

You can directly add this to your email 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 available for the field

{{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 email template.

Image Personalization

Important Note: For any personalization macros to work in outreach, you need to upload that data for your prospect while creating campaign, or from CRM.

FAQ

What is a macro?

A macro is a text placeholder that gets replaced by the prospect's data at the time of sending emails.

Can I add macros in subject line?

Yes, you are free to add any text macro in your subject line.

What’s the format for adding Macros?

Here are some examples:

Field Name - Macro

First Name - {{ first_name }}

Fav Pizza Type - {{ fav_pizza_type }}

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

Do make sure the data for that field for that particular prospect is available. You can quickly check the data for individual prospects in our CRM.

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

Just be a little careful and make the most of this personalization feature.

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