Omni

Outreach Templates

Create personalized message templates for automated outreach campaigns.

Outreach Templates

Templates are the messages OmniReach sends to your prospects. Good templates feel personal, not spammy.

Creating a Template

  • Go to Agents → OmniReach → Templates
  • Click New Template
  • Choose the channel: Email, LinkedIn, or SMS
  • Write your message using personalization variables

    • Personalization Variables

    Use these variables to make each message unique:

  • {first_name} — Prospect's first name
  • {business_name} — Their business name
  • {industry} — Their industry
  • {location} — Their city/region
  • {your_name} — Your name
  • {your_business} — Your business name

    • Example: "Hi {first_name}, I noticed {business_name} in {location} and thought our [service] might help with [specific benefit]."

    Template Best Practices

  • Keep messages under 150 words
  • Lead with value, not a pitch
  • Ask one clear question to prompt a reply
  • Avoid generic phrases like "I hope this finds you well"
  • Use a conversational tone that matches your brand

    • Follow-Up Sequences

    Create multi-step sequences:

  • Day 1: Initial outreach message
  • Day 3: Follow-up if no reply
  • Day 7: Final follow-up with different angle

    • Each step can have its own template. The sequence stops automatically when the prospect replies.

    A/B Testing

    Create multiple versions of a template to test which performs better. OmniReach will show you open rates, reply rates, and conversion data for each version.

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