PersistIQ - Mail Merge Demo Link

In this article, we will walk through the steps for creating an email template that contains the mail merge demo link in PersistIQ.

PREREQUISITE

Read our article on creating a mail merge demo link and use these settings for the mail merge format

STEP 1: CREATE AN EMAIL TEMPLATE

1. Log in to your PersistIQ instance and go to Templates.

2. Click on the New Template button.

3. Now create your email template and add placeholder text in the section to place the demo button.

4. Now click the button at the bottom and find your placeholder text.

Note: Below we've provided some code for an email optimized HTML button

<table width="100%" border="0" cellspacing="0" cellpadding="0">
  <tbody>
    <tr>
      <td>
        <table border="0" cellspacing="0" cellpadding="0">
          <tbody>
            <tr>
              <td align="center" style="border-radius: 3px;" bgcolor="#e9703e">
                <a href="LINK GOES HERE" target="_blank" style="font-size: 16px;font-family: Helvetica, Arial, sans-serif;color: rgb(255,255,255);text-decoration: none;text-decoration: none;border-radius: 3px;padding: 12px 18px;border: 1px solid rgb(233,112,62);display: inline-block;">Watch Demo &rarr;</a>
              </td>
            </tr>
          </tbody>
        </table>
      </td>
    </tr>
  </tbody>
</table>

5. Replace the placeholder text with the email optimized HTML button code provided above.

6. Now copy the mail merge demo link from Consensus and replace the LINK GOES HERE text with it.

7. Click Save and Close. You now have an email template that can be duplicated for future templates.

Good job!! You now should have an email template with the mail merge demo link setup in PersistIQ.

FREQUENTLY ASKED QUESTIONS

Why does my template look strange on the template overview page?

The overview page doesn't always render HTML correctly. As you see in the example below, the email will be rendered correctly inside of your prospects email client.

Can you customize the button to include the prospect's name?

Yes! Go into your template and replace the text Watch Demo with Demo for . We've found that this simple change has a significant impact on the click-through rate.