Personalize an Email personalize-an-email
Mission: Make your emails personal by adding data tokens mission-make-your-emails-personal-by-adding-data-tokens
Step 1: Select an Email to Personalize step-select-an-email-to-personalize
-
Select one of the nurture emails created in the previous quick win and click Create draft.
note note NOTE This creates a copy of the email as a draft. Remember to approve the draft for the changes to go live.
If you haven’t enabled a pop-up blocker, the email editor will open in a new tab/window. Otherwise, click Create Draft twice.
Step 2: Make the Salesperson the Sender step-make-the-salesperson-the-sender
-
Select the From field, highlight and delete the current name.
-
Click the Token icon to the right of the From field.
-
Find and select the
{{lead.Lead Owner First Name}}token.
-
Type your company name and a dash for the Default Value to ensure something is displayed in case the sale rep’s first name is unavailable. Click Insert.
-
Hit the space bar in the From field, making sure the cursor is flashing one space after the token you just inserted. Then click the Token icon again.
-
Find and select the
{{lead.Lead Owner Last Name}}token.
-
Type “Sales” for the Default Value and click Insert.
Step 3: Add the Lead’s Name to the Email step-add-the-leads-name-to-the-email
-
Select the top editable section, click the gear icon and select Edit.
-
Add a space after “Hello” and place your cursor in front of the comma, then click the Insert Token icon.
-
Find and select the
{{lead.First Name}}token.
-
Enter “Friend” (or any label you’d like) in the Default Value field and click Insert.
note tip TIP Always include a default value for tokens; this ensures the default value will be displayed in the email if some part of the personal information is missing. -
Click Save.
-
Under Email Actions and select Approve and Close.
Mission Complete mission-complete
Congratulations, you’ve personalized your email!
◄ Mission 6: Drip, Drip, Nurture
Mission 8: Alert the Sales Rep ►