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How to create an email template in Apollo.io

Joseph Lee
Nithil Shanmugam
January 30, 2024

How to create an email template in Apollo.io

Overview:

Efficiently enhance your communication strategy with Apollo.io by crafting customized email templates. Streamline your outreach efforts and elevate engagement by creating personalized templates tailored to your audience. This guide offers a user-friendly, step-by-step process to seamlessly design and utilize email templates within the Apollo.io platform. Empower your communication workflow, ensuring precision and effectiveness in your email campaigns.

1. First, select 'Emails' from the main menu.

1 Click on "Emails"

2. After that, proceed to 'Templates'.

2 Click on "Templates"

3. Now, choose 'Create New Template'.

3 Click on "Create New Template"

4. Next, fill in the necessary details in the provided text boxes.

4 Click here

5. Then, generate a template preview by clicking 'here'.

5 Click on "here"

6. Following that, select 'Choose a contact' to target a specific recipient.

6 Click on "Generate Previe..."

7. At this point, pick a contact from your list.

7 Click on "Choose a contact"

8. To see how the template performs, click 'Send Test Email to Me'.

8 Click on "Send Test Email to Me"

9. Finally, if you're happy with it, choose 'Save' to store the template.

9 Click on "Save"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker