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. After all, when you choose to automate your sales process, you should enjoy the benefits too, right?

💡To help simplify your job as much as possible, SalesBlink lets you create email templates. Here is how you can add a new email template:

1️⃣ Go to the SalesBlink Dashboard.

2️⃣ Under “Outreach”, click on “Email”.

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

4️⃣ 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 1️⃣: 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 2️⃣: 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.

Method 3️⃣: 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 4️⃣: Custom Macros

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

{{ macro_name }}

Custom Macros
 

Method 5️⃣: Macros With Fallbacks

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

a. When First Name is available

Hi Elon Musk,

How are you?

b. When First Name is not available

Hi there,

How are you?

c. Another case when First Name is not available

Hi friend,

How are you?

⚡️You can directly add this to your email template.

Method 6: Smart Macros

Smart macros let you add current time and future time to your emails.  

Current time

The macros in the email body get replaced with the current day in text or number, current month and current year when the email gets sent. Just click on the current time option in the drop-down menu under 'Load Macros', and click on the options that appear. Upon clicking, the macro code will get added to the email body. Here's the format,

{{generate_date_day_text}}

{{generate_date_day_number}}

{{generate_date_month}}

{{generate_date_year}}

Future time

In a similar fashion, it is also possible to add a date in the future but you have to manually edit the macros in that case. 

{{generate_date_day_text+1}}

{{generate_date_day_number+1}}

{{generate_date_month+1}}

{{generate_date_year+1}}

Just add a number to the macros to get a time in the future. For example, {{generate_date_year+1}} will give you the next year. Mentioning {{generate_date_year+2}} in the email will advance the date 2 years into the future. 

Isn't it a cool feature?

Smart macros are helpful when you wish to mention the date/year in the emails you have scheduled. Remember that when you choose 'current time' macros, the date you have scheduled the email for will get added to the body. 

  👉  Image Personalization

SalesBlink also has the image personalization feature to offer that comes in handy in grabbing the prospect’s attention. It would look as though you personalized the image exclusively for them! 

Here’s how to go about personalizing images,
1️⃣ Go to the email editor. 

2️⃣ Click on “Image Personalization”.

3️⃣ Upload an image of your choice.

4️⃣ In the image, you can enter the text you want to display. 

For example, here’s what you can write something like the following as the image text,
{{company_name}} makes news!
Here, company_name is the macro. The name of the particular prospect’s company will appear in the image, and you won’t have to keep changing it for every email you send. It will look as though you have tried to tailor the image, especially for the prospect. 
5️⃣ Save the template, and you are good to go!

Important Note ❗️For any personalization macros to work in outreach, you need to upload that data for your prospect while creating a 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 the 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.

 👉 Adding An Unsubscribe Link

If you want to give your prospects an option to opt out of your emails, SalesBlink makes it possible by adding an unsubscribe link to your email. 

You only have to check the checkbox 'Add unsubscribe link' in the bottom left corner of the page and you are good to go.

 👉 Sharing The Email Template With Your Team

If you want to share the email template you created with your team members, you can do so by checking the 'Share Access' check box on the bottom left corner of the page. Select the team members from the list that appears, and the template will get shared with them. It's that easy!
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