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[This article is prerelease documentation and is subject to change.]
By default, the outreach email would include:
- A concise subject line based on the lead's subject field
- A personalized greeting
- An introduction that demonstrates familiarity with the lead's company by referencing their mission statement or specific initiatives from account research
- A body section that establishes credibility by detailing how the seller's company can provide value related to the lead's specific needs while being tailored to the organization's size and requirements. This section might also include a brief social proof if positive outcomes are available
- A call-to-action that requests a meeting
You can further personalize the outreach emails to keep the lead engaged and specify the email field that the agent should use to validate email addresses.
Important
- This is a preview feature.
- Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
Configure email instructions
Configure the instructions that the agent should use to ensure that the email follows compliance requirements and personalize the email based on the lead's information. The agent uses these instructions to draft outreach emails to leads.
Open the Email instructions section.
Turn on Account news to personalize the email with the latest news about the account that are relevant to the lead's interests.
Under Personalize email based on key fields from Lead, select any text-based fields from the
Leadtable that you want the agent to use in the email. Think of the information you typically include in your emails to personalize the message and get the lead's attention. For example, you can select fields that capture the need, pain points, or specific interests of the lead.
Configure email validation settings
By default, the agent uses the Email (emailaddress1) field in the Lead table to validate email addresses. If you're a using a different field to capture email addresses, you can select that field in the Email validation section. The drop-down lists all the email fields (including custom fields) in the Lead table.