Drafts and templates to ease repeatability and customization.

Modified on Wed, 28 Feb 2024 at 09:52 AM

How to Create a Mail Draft that can be used as a Template




You can create templates for emails and scripts (which are used for recording messages or testimonials) so that they may be easily edited, customized, and repurposed. Even Pitches can be based on Model Pitches that serve as templates.


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Mail drafts can be used as templates for sending out mails with pitches or requesting testimonials.
Click content.
Click Mail Drafts.
To create a new draft, click the "Add Mail Draft" or "New Mail Draft" button.
Add a Subject that will be seen by the recipient.
Add a description for your own use.
Write the body of the mail.
You can use variables in your draft mail that will be replaced by actual data when you send out the final mail.
The recipient's name and company name are fields that are always required when choosing a recipient for mails. These fields will get replaced by data from the address book when you send out mails.
You may use the formatting tools to format the text.
Mails sent out from PitchLink contain a link to a pitch or a request for a testimonial.
This button can be designed using the options at the bottom.
You can set your text to override the default shown.
You can set the color of the button, as well as the color of the text.
The designed button preview is shown on the right.
Click the Preview Mail button to see a preview of how the mail will look with the formatting and the button.
Click "Close".
Click Save Mail Draft.
The mail draft is saved.

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