Skip to main content

​
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

​
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”

​
Explore use cases for sharing demos

The following guides explain 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.