Writing emails

Personalization

Click the Personalize button in the editor to insert a variable. You can choose lead info, custom variables from your list or CSV, and sender info such as the sender's first name or signature.

Add a fallback after a bar for when a value is missing. For example {{first_name|there}} becomes "Hi there" when the first name is empty.

Spam check

1. Click Spam check in the editor toolbar.
2. Review the words it flags in the subject and body.
3. Pick a plainer word to replace it everywhere.

Editor tools

• Bold, italic, underline, text size, alignment and links.
• Insert adds spin text, a divider or an image from a link.
• Add more than one subject and body to test versions against each other.
• Draft messages with AI writes a first draft from a short description of your goal.

Preview

Click Preview the real email on the Overview tab to see the email exactly as a lead will get it, with the variables filled in.