I would like to be able to ...

Allow Email Template Personalization

It would be great if we could add tags such as [FIRST NAME] in an email template, and when we created an email for a contact based on that template, it would replace the tags with the appropriate information.

For example:

"Hi [FIRST NAME]," would become "Hi Bob,".

This would make the email templates significantly easier to use as we would no longer need to edit each email to make them personal. It would all be done automatically. That's sexy.

24 votes
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    Tom WalkerTom Walker shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    2 comments

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      • Daniel BrodyDaniel Brody commented  ·   ·  Flag as inappropriate

        This is key use of a CRM tool is to send emails, at various stages of the sales process. I also agree with mark that is is import to attaching files is import.

      • Mark ReynoldsMark Reynolds commented  ·   ·  Flag as inappropriate

        I would like this as well.

        I would also like to see the ability to attach files to these templates, such as sales brochure pdfs

        Having HTML email would also be a great addition. I can then style the text, add linked text and also track all emails that I send out (using something like Google Analytics for example to measure clicks on links)

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