Create and Personalize Email Templates

title: Create and Personalize Email Templates
description: Create email templates with AI and personalize them with variables.

Overview

Draft AI-powered email templates and personalize them with variables, images, and attachments.

Prerequisites

• SalesBlink account with active subscription
• Lead list uploaded (for list variables) or CRM connected (for CRM variables)

Create a Template with AI

1. Navigate to Templates → Create Email Template.

2. Enter a Template Name (internal use only).
3. Enter a Subject Line.
4. Click Generate with AI in the toolbar.

5. Select your Language.
6. Enter your Business Description.
7. Enter your Offer/Value Proposition.
8. Click Draft Email.

Refine with AI

Select text in the email body, then choose an AI action:

• More Persuasive / Less Persuasive
• Expand / Shorten
• Rephrase
• Friendlier Tone / More Formal Tone

Add Personalization Variables

Variables (e.g., {{first_name}}) insert lead data automatically.

Insert List Variables

1. Click the List Variables dropdown.
2. Select your List.
3. Click any variable to insert it at your cursor position.

Insert CRM Variables

1. Click the CRM Variables dropdown (appears after CRM integration).
2. Select your mapped property to insert it.

Add Fallbacks

Use a fallback when data might be missing:

{{first_name | friend}}

If first_name is empty, "friend" appears instead.

Common Variable Mistakes

Mistake	Why It Fails	Correct Syntax
{{ first_name }}	Extra spaces inside braces	{{first_name}}
{{First_Name}}	Wrong capitalization	{{first_name}}
`{{first_name	friend}}`	Missing space before pipe	`{{first_name	friend}}`
{{first_name}} (in subject)	Works, but test first	Same syntax as body
Missing fallback	Empty field shows as blank	`{{first_name	there}}`

Always use the exact variable name shown in your list or CRM mapping. If a variable is not replaced, check that the lead has data in that field.

Add Images

Static Images

1. Click the Add Image icon in the toolbar.
2. Upload an image or paste a URL.
3. Click Save.

Personalized Images

Personalized Images let you send custom-created images that include lead variables — such as the lead's name, company name, or other fields — directly inside the image itself.
Each prospect receives an image that looks uniquely crafted for them, making your outreach feel more personal and one-to-one.

1. Click the three dots in the toolbar to expand options.
2. Click Personalized Image.
3. Click Open Photo to upload or select a template.

4. Click Text to add a text layer.
5. Enter variables (e.g., {{first_name}}) and position the text.
6. Click Done.

Add Spintax (Email Variations)

Spintax creates multiple versions of sentences to improve deliverability. When a sequence sends emails, SalesBlink randomly picks one option from each spintax block so no two leads receive identical copy.

Note: Spintax and variables work in both the subject line and email body.

AI-Generated Spintax

1. Click Spintax in the toolbar → AI Spintax.
2. The AI rewrites each sentence into 2–3 variations automatically.
3. Review the output and click Insert.

Note: AI Spintax costs 0.5 AI credits and requires a plan that supports AI features.

Manual Spintax

1. Click Spintax → Manual Spintax.
2. In the modal, type variations separated by a pipe |:

Hey there! | Hello! | Good morning!

3. Click Insert Spintax.

Common Spintax Examples

Greetings with fallback:

{{ Hi {first_name | there} | Hello {first_name | there} | Hey {first_name | there} }}

Opening lines:

{{ I came across {company_name} | I was checking out {company_name} | I noticed {company_name} }}

Value propositions:

{{ help you scale your outbound | cut your customer acquisition cost | book more qualified meetings }}

Polite check-ins with fallback:

{{ Do you have time now {first_name | sir}? | Is this a good time {first_name | sir}? }}

CTAs:

{{ Mind if I send over a quick loom? | Would you be open to a 3-minute video breakdown? }}

Sign-offs:

{{ Talk soon | Cheers | Best }}

Tip: Use the Preview & Test button and click the refresh icon next to the preview to cycle through different spintax combinations before launching your sequence.

Use Custom HTML

1. Design your template in an HTML editor (e.g., BeeFree, Stripo).
2. In SalesBlink, click the Source Code icon (<>) in the toolbar.
3. Paste your HTML.

Note: Only inline CSS is supported. JavaScript and external frameworks are not supported.

While editing HTML, you can use personalization variables to include custom links, personalized information about the lead, and any other lead-specific data. Insert variables using the standard syntax, for example {{first_name}}, directly in the HTML source where you want the lead data to appear.

Use Personalization Variables as Links

You can use a personalization variable as the link URL so that each lead gets a unique hyperlink based on their data.

1. Write your email template.
2. In the email body, right-click on the keyword you want to turn into a link.
3. Select Link from the context menu.
4. Instead of entering a direct URL, add the personalization variable (e.g., {{custom_link}}) as the link.

Note: After a template has been created, you can right-click on any keyword inside your email template body and select Link to add or update the link.

Add Unsubscribe Link & Unsubscribe Header

1. Position your cursor where the link should appear.
2. Click on Unsubscribe Link.

Note: When you add an unsubscribe link, SalesBlink automatically includes the list-unsubscribe header in your emails. This helps email providers display a native unsubscribe option to recipients and improves deliverability. Learn more about the list-unsubscribe header here.

Check Spam Score

Review the Spam Checker score as you edit. Hover over flagged keywords to see why they're flagged (Urgency, Shady, Over Promise, Money, Unnatural).

Test Your Template

1. Click Preview & Test.
2. Select the Sender Email.
3. Enter the Test Email Address.
4. Select the List and Lead for variable testing.
5. Click Send Test Email.

Organize Templates

Star Templates

Click the star icon next to a template. View starred templates by selecting Starred in the Left Sidebar.

Create Folders

1. Click Folders → New.
2. Enter a Folder Name.
3. Click Create Folder.

Move Templates to Folders

1. Check the boxes next to templates.
2. Click Add to Folder in the bulk actions bar.
3. Select the Folder.
4. Click Move to Folder.

Frequently Asked Questions

Why aren't my variables replaced with lead data?

• Verify the lead has data in that field (check your list).
• Use fallbacks: {{ { first_name } | friend }}

What happens if I edit a template in a running sequence?

Leads immediately receive the updated version.

How do I duplicate a template?

Click the Actions menu on any template → Clone.

Can I permanently delete templates?

No. Templates can only be archived.

Updated on: 03/07/2026