Creating consistency in communications

Getting our messages right for stakeholders is important, but we know time pressures can often make this a challenge. To achieve both consistency and a personal touch in our communications—even when reminders or follow-ups are needed—the system provides a suite of tools designed to help you reach out efficiently and accurately. These resources reduce the likelihood of mistakes by streamlining routine tasks and covering the processes that tend to take up the most time. Below you'll find an overview of the core tools available, alongside straightforward guides to support you as you build confidence and expertise with the platform.

Email templates

Templates are great for those messages where you find yourself repeating the same content to many different people.  You can personalise these with key details from the contact's record to make it feel like you have written them a personal email everytime

Sequences are fantastic if you need to give information, then follow it up, and perhaps provide a prompt based on what somebody has done to respond to your initial message.  You can add in delays to provide ongoing support over days, weeks or months, as needed.  You can even adjust the sequence timing every time you use it to tailor to each customer's journey or timeline while keeping the messaging consistent.

Snippets are great if you tend to open, close or connect messaging in a particular way, or if you need to mix and match the paragraph's you tend to use in emails.  Time short emails can come across as just short, so take time to create some great snippets that you can insert with a simple word to make emails feel thought out and dedicated