Template Reply vs. Personalized Reply

Written by Kalila Richards
October 8, 2024

When composing a Smart Mail, you can choose between a Template Reply (applying the same message to all contacts) or a Personalized Reply (customizing the message for specific contacts).

Template Reply

• Once you tap "Compose" on the Mail tab, the Template Reply window opens.
• The reply template will apply to all emails being sent to the selected contacts.
• This method is perfect for general communications that don't require individual customization.

Personalized Reply

• If you want to customize a reply for a specific contact, simply click on that contact's name from the left-hand side of the template window.
• Any changes you make will be unique to the selected contact. This personalized message will be sent only to them.
• The base template remains visible, but individual edits are only applied to the selected contact.

Frequently Asked Questions (FAQ):

Q: What is a Template Reply?
A: A Template Reply is a reply that is sent to all selected contacts in your Smart Mail group. The same template message is applied to all emails.

Q: How do I create a Personalized Reply?
A: To create a Personalized Reply, click on an individual contact from the left-hand side of the template reply window. Any changes you make while that contact is selected will only apply to that specific person.

Q: Will my changes affect all contacts if I personalize one email?
A: No. When you personalize a reply for a specific contact, the changes only apply to that particular contact. Other contacts will still receive the original template.

Q: Can I revert back to the template reply after personalizing an email?
A: Yes, simply click away from the personalized contact, and the default Template Reply will still be intact for the other contacts.

Q: Can I send both template replies and personalized replies in the same batch?
A: Yes, you can use the template for most contacts and personalize messages for specific individuals within the same batch process.