HubSpot Sales Templates vs. Mail Merge
10-25-2016 04:25 - edited 10-25-2016 04:33
Here at HubSpot, we have a lot of ideas about sales emails:
- Each email needs a purpose
- Each email needs to be written for a particular kind of person
- Subject lines should be short and relevant
- Personalize, Personalize, Personalize
Mail-merge is a tool used by many salespeople in order to quickly add names, addresses, and other information into a prefabricated email as an efficient way to send the same email to many contacts at one time without manual entry. Some of our customers use this tool, and want to know if it is compatible with out HubSpot Sales products. As you probably know, HubSpot is all about Inbound Marketing, so sending the same email to a bunch of individual contacts is not exactly what we consider “HubSpot-y”. However, we do want to help you make your sales process as easy, efficient, and effective as possible, so we’ve created templates!
Templates are similar to a mail merge; They allow you to create an email that can apply to many different contacts, however these emails still feel personal. With templates, you can add personalization tokens such as first name, job title, company name, and more in combination with static text and some fill in the blank areas to truly personalize your emails and improve your open rate. By leaving spaces to fill in personalized details, your contacts won’t feel like just a name on your list. You can also use other HubSpot tools such as contact profiles in Gmail or in Outlook to figure out how you can add personal details to these messages.
So, while we are not compatible with mail merge applications, we do provide you the tools you need to reach out to your contacts in a more efficient and personalized way. Although our templates must be sent individually, the additional effort will be rewarded when your contact engage with you on a more meaningful level.