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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

  1. 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鈥檛 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

  1. Select the From field, highlight and delete the current name.

  2. Click the Token icon to the right of the From field.

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

  4. Type your company name and a dash for the Default Value to ensure something is displayed in case the sale rep鈥檚 first name is unavailable. Click Insert.

  5. 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.

  6. Find and select the {{lead.Lead Owner Last Name}} token.

  7. Type 鈥淪ales鈥 for the Default Value and click Insert.

Step 3: Add the Lead鈥檚 Name to the Email step-add-the-leads-name-to-the-email

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

  2. Add a space after 鈥淗ello鈥 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 鈥淔riend鈥 (or any label you鈥檇 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.
  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 mission-complete

Congratulations, you鈥檝e personalized your email!

鈼 Mission 6: Drip, Drip, Nurture

Mission 8: Alert the Sales Rep 鈻

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