Customizing Email Subject Lines

Your Revenue Digital Assistant's™ conversations come with default subject lines that are broad enough to fit conversations for each and every customer. However, we know there may be situations where you would like some flexibility to customize how these subject lines are written.

With the Subject Line Editor tab, you can take greater control over the subject lines for conversations or individual campaigns that your AI-powered assistant will use to engage with customers.

How to Review your Subject Lines Default Variants

1. From the Conversica dashboard, click Conversations.
2. Select a conversation to edit the subject line.
   • To select a specific Campaign or Client List, click the Campaign list drop-down.
   • Select the desired Campaign/Client List.
3. Hover over the Assistant’s first message and click Review/Edit to open the Conversation Editor.
   • Note: Subject lines can only be edited for the first message. The subsequent messages contain the same subject line and are marked with “Re:” for reply.
4.  Select Subject Line tab.

5. Select Use Default Variants at the top. This option utilizes the subject lines designed by the Conversica Conversations Team. Examples of the Default Variants will be displayed below.

How to Customize the Fallback Subject Lines

1.  Follow steps 1-4 above.
2. Determine what existing Subject Line you would like to customize and use the "copy" icon.  The number of variants presented here should match the number of attempts set for this specific exchange. For example, if there are 5 attempts, you will be able to customize 5 variants.
   
   
   
3.  A new custom subject line will appear where you can edit the text and variables.
   • Type text to add to or customize the subject line.
   • Use the Insert Variable dropdown to add additional variables.
     • A drop-down of variables will appear that matches the available variables for the conversation that had a limit less than 60 Characters.
     • The available variables could include (but are not limited to):
       • Company Name
       • Content Action
       • Content Title
       • Content Type
       • Customer Reference
       • Lead Company Name
       • Lead First Name
       • Lead Last Name
       • Lead Position Title
       • Messaging Alias
       • Rep Name
       • Rep Role
       • Topic
       • Note: Only variables relevant to the subject line will be available.
4. To edit which attempts the Subject Line is used, select or de-select the number associated with that attempt.

5. Once you are done editing the Subject Line, click Save Changes.

Note: If you try to leave the editing window without saving, you will be prompted to either Discard Changes, Continue Editing, or Save Changes.

6. IMPORTANT after saving  your changes you must click the toggle to turn the custom subject line on. If you do not it will not be used.

7. If you want to remove customizations previously put in place, just delete the subject line using the trash can icon.

How to Create New Subject Lines:

1. Use the New Subject Line button. 

 2. A new subject line will appear where you can edit the text and variables.

• • Type text to add to or customize the subject line.
  • Use the Insert Variable dropdown to add additional variables.
    • A drop-down of variables will appear that matches the available variables for the conversation that had a limit less than 60 Characters.
    • The available variables could include (but are not limited to):
      • Company Name
      • Content Action
      • Content Title
      • Content Type
      • Customer Reference
      • Lead Company Name
      • Lead First Name
      • Lead Last Name
      • Lead Position Title
      • Messaging Alias
      • Rep Name
      • Rep Role
      • Topic
      • Note: Only variables relevant to the subject line will be available. 

3. Variables will add relevance to the subject lines. This means that Conversica will always prioritize subject lines that have the most variables. For example, if you have one subject line phrase variant that contains both the Content Action and Content Type variable and one that has just the Content Type variable, the system will choose the one with both variables every time.

• Note: Messaging Alias and Company Name do not add relevance, and can be used to add variation. Conversica will not prioritize subject lines with these variables over subject lines without them.

4. To edit which attempts the Subject Line is used, select or de-select the number associated with that attempt.

5. Once you are done editing the Subject Line, click Save Changes.

6. IMPORTANT after saving  your changes you must click the toggle to turn the custom subject line on. If you do not it will not be used.

7. If you want to remove the subject line, you can delete the subject line using the trash can icon.