Personalize an Email
- Topics:
- Getting Started
Mission: Make your emails personal by adding data tokens
Step 1: Select an Email to Personalize
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Select one of the nurture emails created in the previous quick win and click Create draft.
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
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Select the From field, highlight and delete the current name.
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Click the Token icon to the right of the From field.
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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.
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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.
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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
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Select the top editable section, click the gear icon and select Edit.
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Add a space after “Hello” and place your cursor in front of the comma, then click the Insert Token icon.
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Find and select the
{{lead.First Name}}
token. -
Enter “Friend” (or any label you’d like) in the Default Value field and click Insert.
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.
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Under Email Actions and select Approve and Close.