Step 3: Add the Lead’s Name to the Email

  1. Select the top editable section, click the gear icon and select Edit.

  2. Add a space after “Hello” and place your cursor in front of the comma, then click the Insert Token icon.

  3. Find and select the {{lead.First Name}} token.

  4. 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.
  5. Click Save.

  6. Under Email Actions and select Approve and Close.

TIP
Need a quick refresher on how to send yourself the email? See Send an Email Blast.

Mission Complete

Congratulations, you’ve personalized your email!

◄ Mission 6: Drip, Drip, Nurture

Mission 8: Alert the Sales Rep ►

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