Customizing Email Subject Lines

Your Conversica Agent's conversations include default subject lines designed to work across a wide range of customers. However, you can customize subject lines to better align with your campaigns and improve engagement.

Using the Subject Line Editor, you can modify or create subject lines for conversations or specific campaigns used by your AI Assistant.

 

Before you begin

To access the Subject Line Editor, you must have Conversation Editor permissions.

• Navigate to your Profile in the Conversica Dashboard to confirm access
• If you do not have access, please contact your admin or Customer Success Manager

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. If subject line phrases have more than 60 characters, the message outside of the 60 characters will be cut off and not visible in the messaging.  
  • 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.
• If certain variables are not available, see:
  https://help.conversica.com/hc/en-us/articles/29097568768795-Excluded-Variables-in-the-Subject-Line-Editor

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.

Best Practices

• Keep subject lines concise and clear
• Use variables strategically to improve personalization and relevance
• Ensure subject lines make sense across all message attempts
• Test different variations to optimize engagement