Hyper-Personalize your Automatic and Manual Email Blasts with Contact- and Account-Specific Data

You can write highly personalized email templates and save yourself a ton of typing using Basic and Conditional Snippets.

Quick Snippet Overview 

Snippets are email content automatically populated by specific Contact and Account fields. 
Default Contact Fields include first name, last name, company name, title, and more. These are all things Apollo automatically knows and populates about your Contact. 

You can also add Custom Fields to use custom information for both Contacts and Accounts.

Intro to Hyper-personalization: The Ice Cream Party

I'm inviting 100 contacts to my ice cream party. In my template, I want to use custom information I have about each contact to make the invitation feel more personalized.

Here's the level of personalization I want to accomplish:

"Hi Ren, 

I missed you at the conference last week, but I wanted to invite you to the Apollo ice cream party. We'll have plenty of chocolate ice cream there (I know it's your favorite). Click here to RSVP.

Looking forward to hearing from you. 

Hope you're having a stellar week, 
Erin"

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To execute this at scale, we first need to Create Custom Fields: 

• ice cream flavor 
• memory

1. Navigate to Settings > Contacts > Fields and click Add Field to create and name your desired custom fields.

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2. Navigate to Contacts in the left main menu and select one-by-one or filter for the Contacts you want to message in your Sequence, then use the checkbox button at the top of the page to Select All

3. With your desired Contacts selected, click the More button at the top-right of the page and Export in the menu that drops-down

• This will download a CSV of the contacts we want to add our custom fields to 

4. Open the CSV in Excel or Google Sheets and delete all the columns except:

• First name
• Last name
• Email

5. Add a column for your first Custom Field, "fav ice cream flavor" in this example 

6. Add a column for your second Custom Field, "memory" in this example

7. Fill the rows of your Custom Field columns with the information you have for each of your Contacts

• You can leave rows blank for any Contact you don't have a "fav ice cream flavor" or "memory" to record

8. Save your completed CSV and go back to the Contacts page in your Apollo App to click the +Add button in the upper-right corner, then Bulk Import from CSV 

• This fills in the custom fields for all the contacts in your CSV!

9. Now it's time to navigate to Sequences in the left main menu and either create a new Sequence or edit an existing one

Implementing Advanced Snippets

1. Your custom fields are now filled and ready to be used as Snippets, so Add a new Automatic Email Step or edit an existing one in your Sequence to pull up the email Template editor 

2. Compose or replace the parts of your email to be filled with snippets with the snippets:

"Hi {{first _ name}}, 

I missed you at the conference last week, but I wanted to invite you to the Apollo ice cream party. We'll have plenty of {{fav ice cream flavor}} ice cream there (I know it's your favorite). Click here to RSVP.

{{memory}}Looking forward to hearing from you. 

Hope you're having a stellar week, 
Erin"

3. Look at your preview next to your template and see the results with the Custom Fields: 

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Now, what about the Contacts who DON'T have a memory or fav ice cream flavor filled? This is where Conditionals can help. Our goal is to show the memory if it exists, or else a fallback sentence of regular text. "Nothing's better than ice cream with good friends." will be our fallback.

4. Click on the {} icon at the bottom of the email template editor, then Advanced Snippets in the Snippet popup. Click to copy the second advanced snippet in the list and follow-along with this video to edit it to use with your "memory" Custom Field.

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Then, scroll through your Sequence Contacts using the arrows in the upper-right corner to look for one who does not have the snippet filled, and see how the message looks in that case:​

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Additional Examples of Custom Snippets

You can make custom snippets a simple field, like the name of a prospect’s competitor, all the way to a sentence regarding your thoughts on their blog post.

{{blog_post_title}}
{{insight_from_post}}
{{personal_connection}}
{{competitor}}
{{similar company}}
{{a link to an article relevant to that one contact or account}}

Use this technology boost to send emails to large numbers of Contact while keeping it personal!