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Adding demos to email templates

We recommend saving your crafted messages as email templates in your preferred email outbounding tool. With templates, it’s easy to send consistent, high-quality messages faster—saving your time. Here’s how to create templates in common email outbounding tools:

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Tips for writing engaging emails

One common mistake is including too much information in the outreach. Keep your email short and to the point—longer messages are more likely to be ignored. To maximize engagement, we recommend the following best practices when composing the email:
  • Clear primary CTA. Make the demo link the primary call to action of the email.
  • Include a GIF of the demo as it drives higher engagement.
  • Add key words to the subject such as Personalized Demo, Interactive Demo or Customized Demo.
  • Set time expectations. ex “Here’s the interactive demo I mentioned—it should only take about 10 minutes to explore”

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Explore use cases for sharing demos

Take a look at the following guides for a more in-depth explanation for how to craft prospect messaging and include demos between meetings throughout the sales process.

Pre-call discovery

Learn about what the prospect is interested in before the first call.

Post-call followup

Send relevant followup demos to prospects after the call.

Outbound

Send demos in outbound email campaigns to book more meetings.