Create templates and merge tags

Who this is for

• Users sending repeated outreach to similar audiences.
• Teams that want consistent message quality.
• Anyone trying to save time without sounding robotic.

Before you start

• Decide the goal of the email (listen, reply, booking, press).
• Choose one main CTA for the template.
• Plan fallback wording for missing names.

Step-by-step workflow

1. Open Templates.
2. Create a new template (or duplicate an existing one).
3. Write subject + body and add merge tags where needed.
4. Preview using test data, then save.

How to verify success

• Template reads naturally with and without merge values.
• CTA is clear and easy to act on.
• Template name clearly tells your team when to use it.

Common mistakes / troubleshooting

• If text feels generic, make first two lines more specific.
• If clicks are low, remove extra links and keep one CTA.
• If team picks wrong template, improve naming structure.

What to do next

• Use the template in a small broadcast test.
• Track results and improve one version each week.