The templates you use are the fundamental aspect of getting your prospects' attention, so understanding the different options you have while creating them is key!

Note: we recommend using well crafted templates as a starting point when sending out emails, but personalizing individual emails with any additional information from Salesforce, LinkedIn, Twitter, or any other source is proven to increase response rates.

To get started, go to your Templates in Groove (you can also create and use your templates directly from Gmail). Here you'll see all templates you've created, as well as all templates that have been shared with you. Click on the orange + icon to create a new template or folder. 

Email Template

Firstly, choose the folder you'd like this template to be in. Hint: If you'd like your team to be able to use the template as well, place this template in a shared folder. Then, name your template something relevant to its content so that you can find it when using it in Gmail or in your Flows.

Personalizing your templates

When writing out your email templates, using merge fields is a great way to make your emails more personal, as you can include data from Salesforce that is specific to each person, including first name, title, company name, and much more. Click on the {!...} icon to insert those merge fields into your template:

Hint: You can also use merge fields in the subject line of your email template, by inserting it into the body of the email, and cutting/pasting it into the subject line.

See related: Custom Flow merge fields

Bringing creativity to your templates

Because words don't always paint the whole picture, you have the options to insert links, images, files, and videos to your email templates.

Hint: Use Groove's integration with Vidyard to supplement a concise explanation of your product with a short video that goes into more detail, or a customer testimonial video to gain credibility.

Custom HTML in templates

If you'd like to include custom HTML in your templates to give them some more flavor, you can navigate to the code view by clicking on the <> icon:

Once you're done customizing the HTML, you must click the code view <> icon again before you Save the template; otherwise, your customizations will not save.

Call Template

These are especially helpful for noting out a few points that you want to make sure you hit while making cold calls.

Hint: Create separate call templates for each persona you're reaching out to. For example, a Director of Network Operations might find your product valuable for a different reason than the Director of Network Engineering, and it's important to have a reference to all the details you need.

LinkedIn InMail Template

This should be a guideline of your messaging for LinkedIn InMail flow steps. As LinkedIn InMail is a much more personal means of reaching out to someone directly in their LinkedIn inbox, we recommend that you personalize and target LinkedIn flow steps as much as possible, after starting out with a template including the most important points you'd like to cover in the message.

LinkedIn Connect Template

The goal of a LinkedIn connection request would be for your prospect to accept the invitation, and beyond that, to continue the conversation with your prospect. LinkedIn connection request messages should:

  • Concise, and to the point

  • Not focus on you or your products too much

  • Garner curiosity from the prospect

  • Be extremely personal

Therefore, your LinkedIn Connect templates should be short outlines of what you'd like to say while connecting with someone, or maybe a checklist of things you might want to explore while crafting a personal message to each person.

Other Template

This can be a simple note describing what your action is (such as "Send them a Starbucks card"), or you may use it as a checklist of actions you want to take during this step of your Flow:

See Related: Accessing your templates in Gmail

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