Webinar: Outreach Secret Menu Items Webinar
Slides: Secret Menu Items Slide Deck
Agenda:
Sequence States Dashboard
Marking Phone numbers
Tagging
If/Thens
Isolating tasks by step in a sequence
CCing an AE
Resources:
If/Then examples
Making email copy different depending on persona.
You must have custom fields that represent specific persona. For this example, let’s say “custom16” is a sales persona and “custom15” is a marketing persona.
Subject: {{#if custom16}} Hello sales person{{/if}}{{#if custom15}} Hello marketing person {{/if}}
Body: {{#if custom16}} Hi {{first_name}},
I see that you are a sales person, therefore this is an email specifically tailored to a sales person.
Best,
{{sender.first_name}}
{{/if}}{{#if custom14}} Hi {{first_name}},
I see that you are a marketing person, therefore this is an email specifically tailored to a marketing person.
{{sender.first_name}}
{{/if}}
Making CTA (call to action) at the end of an email different depending on the day
Would {{#if is_monday}}Wednesday{{/if}}{{#if is_tuesday}}Thursday{{/if}}{{#if is_wednesday}}tomorrow or Friday{{/if}}{{#if is_thursday}}tomorrow{{/if}}{{#if is_friday}}next week{{/if}}{{#if is_weekend}}next week{{/if}} work to connect?