If you want to create an email template for your sales team who uses SalesLoft or Outreach.io, here are the step-by-step instructions.
- Log into go.parmonic.com.
- Choose the video you want to use and click its respective Edit button.
- Select the Email tab.
- Click Preview. This will open the template in a separate window in your browser.
- SELECT ALL (CTRL+A) and COPY (CTRL+C) the contents of this window.
6. Log into Salesloft. Create a new snippet (Team).
7. In the dialog box PASTE (CTRL+V) the email template you copied earlier.
8. You will be prompted with a tan warning box regarding formatting. Click the red Keep Formatting button. This maintains Parmonic's HTML layout.
If this prompt does not appear, confirm that plain text is turned off.
9. Click Save.
Congratulations! You now have your Salesloft/Outreach snippet just for Parmonic.