Personalizing messages for contacts

Learn how to add a personal touch to your emails through personalizing individual messages in sequences, within the Tasks dashboard, and how to require personalization for specific email steps.

Personalizing messages to each contact is a great way to increase your reply rates. Messages can be personalized in sequences or in the Tasks dashboard.

We usually recommend personalizing the initial message in the sequence. We can help you handle the follow-ups.

Personalizing individual messages in sequences

To personalize a message for an individual contact, follow these steps:

  1. Open your sequence and travel to the Preview tab.
  2. Search for the contact you would like to personalize the message for in the search bar on the left side.
  3. After selecting the contact, you can edit the message to personalize it to your liking.
  4. Click Save. One the message has been saved for the contact, it will mark the email step as Personalized.

Personalizing messages in the Tasks dashboard

In the Tasks dashboard, you will see a list of contacts that need personalization and an editor to personalize the message. You can also see an overview for each contact to help you while you craft your message.

In order to see the list of contacts who require personalization in the Tasks dashboard, the sequences they exist in need to be launched first.

Contacts can also be removed from the Tasks dashboard if you no longer want to email them by clicking trash can icon:

You can also switch between teammates to personalize emails in their sequences by clicking the drop-down menu on the left-hand side:

Setting up personalized emails up for specific steps

If you would like to activate personalization for a specific step within a sequence, click the calendar icon in your sequence's steps and toggle the button for Require Personalized Message:

Now, when any of your contacts reach that step, you will be asked to personalize their message before the email can be sent out. 

Note: Stats for personalized messages will appear in the the Totals & Averages for the step that was personalized. 

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