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".
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

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

Method 4️⃣: Custom Macros
In this method, you can type your macros in the following format:
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
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.