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Adding demos to email templates

We recommend saving your crafted messages as email templates in your preferred email outbounding tool. With templates, it’s easy to send consistent, high-quality messages faster—saving your time. Here’s how to create templates in common email outbounding tools:
1

Open the Outreach Email Template Editor

Navigate to the Templates page.
2

Create and save your template

Add Try the demo to the place where you will paste your demo.
Salesloft templates
3

Using the template

When using the template, hyperlink Try the demo with a share link with Outreach selected for Email tracking.Outreach email tracking
1

Open the Sequence Email Template Editor

Select Engage, then Sequences.
2

Create and save your template

Add Try the demo to the place where you will paste your demo.
Apollo templates
3

Using the template

When using the template, hyperlink Try the demo with a share link with Apollo selected for Email tracking.Apollo email tracking
1

Open the Sequence Email Template Editor

Navigate to the Templates page.
2

Create and save your template

Add Try the demo to the place where you will paste your demo.
Salesloft templates
3

Using the template

When using the template, hyperlink Try the demo with a share link with Salesloft selected for Email tracking.Salesloft email tracking
1

Open the Hubspot Email Template Editor

Select CRM, then Templates.
2

Create and save your template

Add Try the demo to the place where you will paste your demo.
Hubspot templates
3

Using the template

When using the template, hyperlink Try the demo with a share link with Hubspot selected for Email tracking.Hubspot email tracking

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Tips for writing engaging emails

One common mistake is including too much information in the outreach. Keep your email short and to the point—longer messages are more likely to be ignored. To maximize engagement, we recommend the following best practices when composing the email:
  • Clear primary CTA. Make the demo link the primary call to action of the email.
  • Include a preview of the demo as it drives higher engagement.
  • Add key words to the subject such as Personalized Demo, Interactive Demo or Customized Demo.
  • Set time expectations. ex “Here’s the interactive demo I mentioned—it should only take about 10 minutes to explore”

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Explore use cases for sharing demos

Take a look at the following guides for a more in-depth explanation for how to craft prospect messaging and include demos between meetings throughout the sales process.

Pre-call discovery

Learn about what the prospect is interested in before the first call.

Post-call followup

Send relevant followup demos to prospects after the call.

Outbound

Send demos in outbound email campaigns to book more meetings.