Summary
By switching to SpotMe, you may want to copy over your existing email templates.
Among others, your most important email is without doubt the app user invitation email. This is the email you’ll send out to notify users that the app is ready to use, and will usually contain a link to the app as well as log-in instructions.
To transfer your existing emails, you can simply copy and paste the content of the emails into the SpotMe email editor, and then save them as templates. But you can also do more...
Improve your emails with SpotMe email editor
Once you’ve copied over your existing emails, while you're here you may wish to take things a step further and improve them. The additional functionalities in the SpotMe email editor allow you to do just that:
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Using placeholders and metadata
One big advantage of the SpotMe emailing system is the use of customized placeholders that re-use (or parse) app user information.
By "customized", we mean here that with SpotMe you can create any placeholders that you'd need to use directly in the system, using metadata, and then refer to them in your emails to send fully personalized communications to your app users.
Other platforms do use similar systems. DoubleDutch refer to this as "dynamic text", and CrowdCompass call this "tags". Below are some examples of the default fields used at SpotMe, as well as those used by these two other systems, as an example:
First name | Last name | Company | Position | |
SpotMe | {{fname}} | {{lname}} | {{company}} | {{position}} |
CrowdCompass | [FirstName] | [LastName] | [Company] | [Position] |
DoubleDutch | {FirstName} | {LastName} | {Company} | {Position} |
More detailed information on how to use the SpotMe email editor is available in the inviting your app users article.
Multiple templates
One thing to note - with SpotMe you can create as many templates as you need, to be used when you want. You can have your invitation emails, as well as any additional emails such as follow-up emails.
This is helpful, especially as once you’ve sent your invitation emails, we do recommend sending follow-up welcome emails every 24 hours to any users who have not yet activated their app, in order to ensure the highest possible adoption rate.
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