EmailingPlaybooksUser Guide

Email Enhancement Options

By May 31, 2019November 9th, 2020No Comments

Email Enhancement Options

How to customize and add attachments to email messages

Along the bottom of an email draft, you’ll notice that there are a number of ways you can add items to or format your email. Each option enables to customize emails for your target audience.

Using the Text Editor

Change the font or layout of your text. Hyperlink important spans or images with this tool as well.

To Use the Text Editor

  1. Open an email or email template.
  2. Optionally, highlight target text.
  3. Click the A button (Text Editor).
  4. Optionally, select preferred font, paragraph style, or text color.
  5. Optionally, hyperlink text, images, or other elements.

Attaching a File

Attachments can be added to to the email you are about to send. Add attachments to an email template so those attachments will be sent every time you use that template. Attachment size cannot exceed 15MB. If you need to send something larger, try a tracked attachment. The tracked attachment link will allow larger files through the system.

Related Article: Email Notifications
Add a tracked or untracked file to your email. Click this message for more information about tracked attachments.

To Attach a File

  1. Open an email or email template.
  2. Click the Attach File button (paperclip icon).
  3. Select the type of attachment you want.
  4. Select desired file.
Tip: You can easily remove a file by clicking the X that appears on the right-hand side of the attachment.

To Attach a Highspot File

  1. Open an email.
  2. Click the Attach File button (paperclip icon).
  3. Select Add Highspot Attachment.
  4. Select the attachment you want.
  5. Click Add Content.

Highspot

Highspot allows your organization to centralize all their email sales collateral in one place. By using Highspot and Playbooks together, you can quickly engage your key contacts and find centrally managed sales content from the Highspot platform. The attachments inserts as a link within the email body. A thumbnail of the attachment is visible once it’s been selected, so you can review how your attachments look before sending your email.

Note: HighSpot is a paid service and requires a paid account to use within Playbooks.

Sign in to your Highspot account so you can add attachments and pitches directly into your Playbooks emails.

To Sign in to Highspot

  1. Open an email.
  2. Click the Attach File button (paperclip icon).
  3. Select Add Highspot Attachment.
  4. Enter your email address and click CONTINUE.
  5. Enter your password and click SIGN IN.

Highspot pitches insert attachments as a link within the email body. A thumbnail of the attachment is visible once it’s been selected, so you can review how your attachments look before sending your email. You can select one file at a time or a group of files in a pitch.

To Insert a Highspot Email Pitch

  1. Open an email.
  2. Click the Attach File button (paperclip icon).
  3. Select Add Highspot Attachment.
  4. Select the pitch style (the pitch name will be generated automatically).
  5. Click + Add Content.
  6. Select the attachment(s) you want.
  7. Click Add Content.
  8. Click Insert Pitch.

You must select Highspot as your third-party Email Content Provider before you will have the option to Add Highspot attachments.

To Select Highspot as your Email Content Provider

  1. Open the Playbooks Manager App.
  2. Click Settings.
  3. Click Email.
  4. Navigate to Email Content Provider.
  5. Select Highspot from the drop-down menu.

Inserting a Video

Related Article: Vidyard GoVideo Setup
In order to upload a video, you will need to sign up for a free Vidyard account. Click this message to learn how you can create your Vidyard account now.
Related Article: OneMob Setup
Click this message to learn how to use OneMob in Playbooks.

To Insert a Video

  1. Open an email or email template.
  2. Click the Insert Video button.
  3. Select a video in your Vidyard inventory.
    -OR- 

    Upload a New Video to your Vidyard inventory.
  4. Click Insert.

Inserting Merge Fields

Note: Ad hoc emails and automatic email steps do not support merge fields.

To Insert Merge Fields

  1. Open an email or email template.
  2. Click the merge field button.
  3. Click on desired merge field or placeholder.
Related Article: Merge Fields & Placeholders
Merge fields are generic placeholders that pull in prospect-specific information only when an action is performed. Click this message
 to understand more about Merge fields and placeholders.

Inserting an Image or GIF

Capture a prospect’s attention or reinforce your brand by adding images to your email templates.

To Insert An Image or GIF

  1. Open an email or email template.
  2. Click the Insert Image button.
  3. In the General tab, click the File Search button.
    -OR-

    In the Upload tab, click Browse for an image or drag and drop an image or GIF file.
  4. Click Ok.
  5. Resize image as needed.
    NOTE: Holding the shift key will allow you to ignore constraints.

Sending a Test Email

This function is useful for proofing a preview of the final email that will be sent to your prospects. Catch spelling errors or formatting mistakes before they are sent to your prospects. You can even send copies to your colleagues to get additional eyes on the final draft.  Since this is a test email, your email signature will not appear at the bottom of the test email.

Note: Ad hoc emails cannot be tested prior to sending.

To Send a Test Email

  1. Create an email template.
  2. Click the Test Email button.
  3. Enter the email address you want to send the test email to. 
  4. Click SEND.

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