Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.

 

Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates can be configured with dynamic job details by inserting job fields as placeholders and dynamic attachments using file and attachment fields. Also, Orchestly’s integration with Zoho Writer allows you to attach dynamically customized documents to emails templates.

 

Along with personalizing the emails, you can also trigger automated emails by associating them with blueprints or business rules in Orchestly.

 

Here’s an example of how an HR team uses Orchestly’s email templates to send out offer letters. 

The email template is then configured in the After section of blueprint, to be triggered automatically when the blueprint transition Select is performed.

Let us know if this feature is helpful for your business. Also, do email our support team if you'd like to gain early access to Zoho Writer's integration with Orchestly.

 

Visit our help center to get detailed insights into Orchestly. Explore our Tutorials and Short help videos to familiarize individual features and on-board faster.  

• Topic Participants

• Saranya Baskaran Lakshmi

  

• Sticky Posts

• Tip #61: 5 different ways to create Cards in Qntrl

  Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning

• Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

  Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates

• Tip #17: Stay informed of significant business impact using Orchestly

  With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business

• Onboard faster with Orchestly's Tutorials

  We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

• We’d love to hear your thoughts

  Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements.    We value customer opinion