Customizing Email Subject Lines

Using the Subject Line Editor: Course Overview 

Conversica 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, you can take greater control over the subject lines for conversations or individual campaigns that your AI Assistant will use to engage with customers. 

In this course, you'll learn about the purpose of the feature and how to customize subject lines. 

 

Here is an example scenario: 

Imagine you have a list of cold leads you are targeting with a specific campaign. To help differentiate this campaign from previous campaigns, you can customize the subject line with words or phrases you know will catch your customer’s attention and optimize performance. Conversica provides subject line fallback templates, allows you to copy the templates to make small edits, or create a completely personalized option. 

 

Fallback subject lines for this conversation: 

Customized subject lines: 

You can modify just one and use a mix of the other pre-populated variants or modify them all for a fresh approach. 

 

Using the Subject Line Editor  How to use the Subject Line Editor 

Before trying to access the Subject Line Editor, you must have permissions to access the Conversation Editor. To confirm you have access, review your Profile in the Conversica Dashboard. If you do not yet have access, follow the steps here. 

 

How to Access the Subject Line Editor 

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. 

 

How to Edit Subject Lines 

1. Determine what existing Subject Line you would like to customize and use the "copy" icon. 

2. 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 of 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. To edit which attempts the Subject Line is used, select or de-select the number 

associated with that attempt. 

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

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

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

If you want to use the Fallback subject lines, and add your own, follow the steps below. 

 

How to Create a New Subject Line 

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

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

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

Ready to learn more or want an easy way to share this information with your team? 

Check out our Customizing Email Subject Lines Help Center article to review additional examples of when to use this feature and a step-by-step written guide for customizing email subject lines.