Skip to content

Email Templates

Walkthrough Video

Overview

Email Templates in BirdDog let you combine the context from a signal with your own existing email language to automatically create personalized outreach. BirdDog blends your base email structure with real, contextual data — like hiring activity, funding rounds, or new product launches — to generate unique, relevant messages for every prospect.

Why It Matters

  • Automatically creates personalized emails tailored to each signal.
  • Saves time building outreach sequences or one-off campaigns.
  • Keeps messaging consistent across your team while still feeling individualized.
  • Works seamlessly with your connected CRMs and tools like HubSpot, Salesforce, or Outreach.

Setting Up Templates (0:32 – 3:29)

  1. Go to Settings → Email Templates.
  2. Click Create New Template.
  3. Name your template (e.g., “Hiring”).
  4. Write your base email text — this should look like a typical cold or follow-up email.

Example:
Hi {first_name},

Saw you were hiring — how are you thinking about scaling this operation for every rep?

Thanks, {sender_name}

  1. Add double-bracket prompts (<< >>) where you want BirdDog to dynamically insert personalized AI-generated text.

Example:
Hi {first_name},

Saw you were hiring — <>.

Thanks, {sender_name}

  1. Click Submit to save your template. BirdDog will now use your prompts to automatically personalize each email based on the signal context.

Connecting Templates to Signals (4:05 – 4:21)

Once your template is created, you can link it to specific signals (like “Hiring,” “Funding,” or “Product Launch”).

  1. Go to the Signals page.
  2. Select a signal (e.g., Hiring Multiple People).
  3. Under the Email Template dropdown, choose the template you created.
  4. Click Save.

Now, whenever that signal is triggered, BirdDog will use your connected template to generate a customized email automatically.

Testing the Template (4:33 – 5:15)

  1. Return to your Accounts page.
  2. Click Generate on a signal you’ve linked to your template.
  3. BirdDog will instantly generate a personalized version of your email.

Example:

“Saw you’re hiring — I noticed your recent job postings mention expanding the research team. Thought I’d reach out since BirdDog can help you scale your outreach process efficiently.”

  1. You can then:
  2. Copy the email to your clipboard.
  3. Send it directly from your connected HubSpot or Salesforce instance.
  4. Or refine it further with ChatGPT before sending.

Pro Tips

  • You can include multiple prompts (<< >>) in one email to personalize different sections.
  • Keep prompts clear and action-oriented — tell BirdDog what you want added, not how to write it.
  • Use BirdDog’s signals (like Hiring, Funding, or Expansion) to drive relevant, context-based outreach.
  • Reuse and refine templates to match your team’s tone and brand voice.

Summary

BirdDog Email Templates turn static outreach into dynamic, personalized communication powered by real-time signals.
- Combine your proven email language with BirdDog’s AI personalization.
- Connect templates directly to your signals for automated generation.
- Deliver contextual, high-conversion messages in seconds.

The result: faster personalization, higher reply rates, and better engagement across every sequence.