Admins can create predefined prompts that guide users in generating personalized yet on-brand emails—ensuring professionalism and alignment with your company’s tone and objectives.
Step 1: Access the Follow-Up Email Templates
Go to the Admin Console.
Select Follow-Up Emails from the menu.
Here, you can view, edit, or create follow-up templates for your organization.
You can create multiple templates and tailor them to specific use cases or teams.
Step 2: Add a New Follow-Up Email Template
Click + Add Follow-Up Email Template to start building a new prompt.
Step 3: Refine the Prompt
Define and customize the follow-up prompt to include relevant details that improve the quality and tone of generated messages.
You can add context such as:
Tone or style (e.g., friendly, consultative, concise).
Call to action (e.g., schedule a follow-up meeting, share additional materials).
Personalization cues (e.g., reference the specific product demo, prospect’s challenges, or agreed next steps).
💡 Tip: For best results, include as much relevant context as possible. See the suggestions guide for examples of effective prompts that drive better outcomes.
Step 4: Preview and Save the Template
Once you’ve refined your prompt:
Click Preview to see how the follow-up email will appear.
Make any necessary adjustments to tone, structure, or phrasing.
Click Save when you’re satisfied with the result.
Step 5: Assign to Teams
After saving, assign the follow-up template to one or more Teams.
Only users in the selected teams will have access to that template.
You can assign multiple teams to the same template if it applies across different segments or functions.
Manage and Update Templates
At any time, you can return to the Follow-Up Emails section to:
Edit or improve existing prompts
Duplicate templates for other use cases
Remove outdated templates