Email Templates & Personalization

Learn how to create Email Templates with SalesBlink step-by-step & understand how text and image personalization works.



    Email Templates & Personalization

    👉Wondering how to create an email template? 🤔

    At SalesBlink, we ensure that nothing looks challenging to you, and you can easily 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 dashboard.

    2️⃣ Go to Outreach > Templates.


    Create a template

    3️⃣  Click on 'Create New' and select 'Create Email Template' from the drop-down. The email editor will appear where you can write your email.

    Create template


    4️⃣  You can add macros to your subject line and body by selecting the list you previously created.

    5️⃣ Save your template after you are done and don't forget to name it. 

    As you can see, you have a spam checker to provide you the overall score. 

    AI (Artificial Intelligence) Email Template Generator

    For your convenience, we have an AI writer that curates a compelling email for you instantly that helps save time. 

    On the top-right of the editor, click on the three dots to see the rest of the menu. 

    The inputs required are the job position and a brief description of your email. 

    The AI will give you two outputs that you can insert in your email editor and make the desired changes. And you are done!


    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

    You can convert your mapped properties from a list as Macros.

    Macro is a text placeholder that gets replaced by the prospect's data at the time of sending emails.
    Just select the sequence name in the 'Select List' drop-down while creating or editing an email template.
    Click on the macro you would like to add to your email template.
    For Example, null
    Now the data from SalesBlink property will be added to the email while they are going out.

    You can also use Macros With Fallbacks

    Lets take Company Name for example, maybe not all contacts in your list have a Company Name.

    In such cases, you can use macros with fallbacks in the following format:


    Fallbacks are taken into consideration when there is no data available for the field.

      👉  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,
    nullmakes 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 -null

    Fav Pizza Type -null

    💡 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 typenulland notnullornullalong with other wrong formats.

    🔆Just be a little careful and make the most of this personalization feature.


    Still need help? Contact Us

    Last updated on March 9, 2023