How to Create a Communication Template for Raw Data?
Overview
Creating a communication template for raw data allows you to engage prospects effectively while maintaining data integrity. Since raw data consists of unprocessed information collected from various sources, it is important to structure your communication correctly. This guide walks you through the steps to create a communication template tailored for raw data in Meritto.
Plan & Permissions
Before proceeding, ensure you have the necessary permissions to create and modify communication templates in your Meritto account. If you do not have access, please contact your Customer Success Manager.
Step-by-Step Guide to Create a Communication Template for Raw Data?
If you want to go through the steps to create a template please refer, How to create Communication Templates?
1. Use Tokens in the Template
Click on the [T] icon to insert tokens.
Select appropriate tokens that align with raw data communication.
Avoid using: Institution-specific tokens such as college logo, registered name, or application-related tokens.
Recommended tokens: Generic placeholders related to the recipient’s details.
2. Duplicate an Existing Template (Optional)
Instead of creating a new template from scratch, you can copy an existing template.
Edit the content to fit raw data communication needs.
3. Configure Links Correctly
Do not use direct login links or application-specific buttons (e.g., "Apply Now").
Use custom URLs with proper UTM parameters to track engagement.
Example of a Correct Link: http://demoinstitute.com/?utm_source=Raw%20Data&utm_medium=Email&utm_campaign=Event%20Data
Incorrect Link to Avoid: http://demoinstitute.com/
4. Save and Finalize
Review the template content to ensure clarity and relevance.
Click Save to finalize the template.
The template is now ready for use in campaigns targeting raw data prospects.
Points to Keep in Mind
Always use tracking parameters to measure the effectiveness of your communication.
Ensure compliance with data protection policies while handling raw data.
Double-check token usage to prevent errors in communication.
Conclusion
Creating a structured communication template for raw data in Meritto enables effective prospect engagement while preserving data integrity. By using appropriate tokens, avoiding institution-specific elements, and incorporating trackable links, you can ensure clarity, relevance, and compliance in your outreach. This approach helps improve response rates, track engagement, and optimize communication strategies for better conversions.
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