- Why GetAccept?
With GetAccept, flexibility is at your fingertips to engage buyers in new ways and increase win rates by 75% on your documents.
With GetAccept, flexibility is at your fingertips to engage buyers in new ways and increase
win rates by 75% on your documents.
People appreciate it when you treat them as individuals. That's why personalization is the best way to get your message across to both customers and brands.
Using personalized marketing means tailoring your messages to your audience based on the information they give you. It's an effective method because it helps you anticipate your customers' needs, sometimes even before they become customers.
Here are some quick numbers to show what we mean:
As you can see, considering the customer is a big deal. Many businesses have effectively optimized their sales strategy by creating personalized email templates. Let's take a look at how custom email templates can benefit you.
Why should your sales strategy include personalized email templates? Mainly, email has a high return on investment (ROI). Taking email communication a step further by personalizing your messages only further increases your chances of making sales. Even something as simple as including your recipient's name in the subject line can significantly increase your recipient's chances of opening it.
Here are the three top benefits of personalized email templates:
Perhaps the most obvious benefit of using personalized templates is the time you'll save in creating messages. The chances are high that you're in contact with more than just a few prospects, so writing every email from scratch isn't the most effective strategy.
Through a well-designed template, you only have to change your customer's name, the subject line or title, and specific details about previous interactions. Having several templates on hand can boost your efficiency even more because it'll allow you to quickly respond to multiple situations without seeming impersonal.
Ultimately, personalized content makes people feel comfortable — and when people feel comfortable with your brand, they're more likely to respond directly to your emails.
One reason personalized email is so effective is that it generates a more meaningful email experience. It might sound counterintuitive, but in general, sending fewer emails means gaining more customers. Sending the same messages to every customer can result in bloated inboxes and unopened emails. Basing communications on the previous interactions users have had with your brand can limit your emails to only what they haven't seen before.
It's nice to feel like you matter, especially if you're a frequent customer.
For context, let's place it in the real world — you might visit the corner deli every day for lunch and order the same sandwich. Eventually, the employees learn your name and order and ask you if you'll have the usual when you approach the counter. As a result, you feel valued, and you're much less likely to visit another deli where they don't know your name or order.
Aim to master that kind of personal approach in your sales emails. By remembering prospects' behavior and information, you can streamline both their experience and your sales funnel, meaning you'll have to do less persuading to close deals.
Are you ready to get started? This guide will walk you through the process of creating excellent sales email templates with GetAccept.
If you'd like to start from a blank document, click the orange "New Document" button in the top right-hand corner and select the appropriate document type from the drop-down menu.
There are four document types in "Sales App Mode":
For this kind of project, you should choose a sales document. Once you've done that, you'll land on the drafting screen where you can begin editing.
GetAccept has a range of premade templates for those who need a place to start. To browse templates, click the "Templates" link on the left side of the screen. Select your favorite from the list, and you're ready to begin.
Alternatively, you can upload your own premade template from a Google or Word document and add fields, text, or other elements to it. If you'd like to use a document or template you've worked on before, click "Other" and choose the document you need from the list.
Once you've got a document started, it's time to make it your own. Here are the three essential elements you should include in any email template:
Use the "Editor Block" feature to add and rearrange content however you see fit.
Next, paste text from a separate document into the editor block or start typing directly in the appropriate elements.
Follow best practices when writing your email, such as the following:
Make sure to balance all text within your layout for the best results.
Use fields to easily change text like names and contact information within your template. A field is a space within the document that can serve any of the following purposes:
To add a field to your document, go to the "Add" tab and select "Field." Then, drag the field type you want into the document, give it a name, and adjust it as necessary.
Like every aspect of your branding, you want to design emails with the user experience in mind. Think of your sales emails the way you would a webpage — you want it to captivate your recipient and keep them from bouncing.
Here are a few composition tips that can help you create a beautiful template:
The "Editor Block" feature makes it easy to build striking layouts — just add the elements you want and arrange them into blocks.
Integrating images and other visual content into your templates is an effective way to create a beautiful email layout. Using high-quality photos and in-house illustrations can help you maintain your brand's theme and hold your prospect's eye, or create a photo collage of your client testimonials and build trust by showing your result-driven portfolio. For an extra boost to your visuals, use a powerful photo enhancement tool to make your images look their best.
Tip: If you have usable pictures of your employees or customers, they can help to emphasize important information. Place the photo so that the subject looks at something on the other side of the page. Add a text box or chart directly in their line of sight. The subject's gaze will guide the reader right to what you want them to see.
To insert an image in the editor block, click the blue "[+]" sign below or above the element where you'd like to place it. Then, select your image from your library or device and adjust as necessary.
Both tables and charts are excellent ways to convey complicated information in a way that's condensed and easy to understand. It's important to know what kind of chart relates best to the data you want to share.
Tip: Try to keep tables or charts consistent with your branding. For example, if your logo is purple and gold, use purple and gold for all of your graphics.
To add a table, click the blue "[+]" button above or below where you want to place it. Feel free to adjust the size and formatting however you see fit.
Add attachments like files or links to your emails by clicking the "Add" tab in the top right of the editor. Select the type of attachment you'd like to insert. Upload your file or enter your URL.
Here, you can choose if you'd like to require your recipient to view the attachment by checking the "Require View" box. This option is most beneficial when sending out contracts, quotes, or other essential materials to prospects.
Tip: If you'd like easy access to a specific attachment for future emails, make sure to check the "Add to Library" option.
To add a video to your message, click the "Engage" tab in the top right corner of the editor. Then, click "Video Introduction."
Now, you can add an already existing video from your computer or YouTube or click "Record" to begin recording from your webcam.
Here are some quick notes for making a great first impression through a video:
Once you've completed your video, you can place it anywhere in the template you'd like.
The live chat feature is a great way to humanize the sales process and drive engagement with your prospects. In fact, integrated features like live chat can increase your hit rate by up to 30%.
To create an automated live chat in the document, go under the "Engage" tab and click "Conversation Starter." Write the automated greeting for the chat here.
Here are a few conversation starter ideas:
The live chat will be functional as soon as you send your email.
The "Instant Phone Call" feature allows recipients to call you directly while viewing your message, providing an easy avenue to get answers for any questions that might pop up.
To set it up, choose the "Instant Phone Call" option under the "Engage" tab. Be sure to set your phone number up with Twilio beforehand. All you have to do is click Connect and enter the phone number you want to use. Twilio will verify your number and confirm on-screen when finished.
It's always smart to perform a test run before you send your template. Make sure everything within the template works and looks as it should. For example, you want to ensure you entered the correct dates if you're promoting a specific event. Conduct a final proofread before saving your template to the Content Library for future reference. Once you feel confident, it's time to put your new template into action.
Any company that wants to bolster its sales strategy should invest in personalized sales templates. GetAccept's flexible all-in-one sales engagement platform can help you create dynamic sales templates for any B2B sale. Get started by scheduling a free demonstration with one of our GetAccept gurus today.