Overview

Along the bottom of an email draft, you’ll notice that there are a number of ways you can add items to or format your email. Each option enables you to customize emails for your target audience.

Information

 

The Text Editor

You can enhance your text by changing the font or layout of your content, or hyperlinking important spans or images with this tool as well.

Attaching a File

Attachments can be added to the email you are about to send. Also, you can add attachments to an email template so those attachments will be sent every time you use that template. Attachment size cannot exceed 15MB.

Highspot

Highspot allows your organization to centralize all their email sales collateral in one place. By using Highspot and Playbooks together, you can quickly engage your key contacts and find centrally managed sales content from the Highspot platform.

Inserting a Video

Playbooks uses integration with Vinyard as the main video platform. Vidyard GoVideo integrates seamlessly with Playbooks and enables you to produce personalized videos to captivate your prospects. You can create new videos directly through Vidyard GoVideo or simply upload an existing video. Store and manage all your videos from your Vidyard account online, which is free for all Playbooks users.

 

This function lets you capture a prospect’s attention or reinforce your brand by adding images to your email templates.

Sending a Test Email

This function is useful for proofing a preview of the final email that will be sent to your prospects. It catches spelling errors or formatting mistakes before they are sent to your prospects. You can even send copies to your colleagues to get additional eyes on the final draft.

Since this is a test email, some of the email features don’t work. For example, your email signature will not appear at the bottom of the test email, and tracked attachment hyperlinks will not be active.