Emails

Email templates

Customize your email templates for better outreach results

Last updated on 16 Feb, 2026

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Step 1: Access Templates

Open your Smart Directory AI site and navigate to Marketing Emails in the left-hand menu, then select Templates.

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Step 2: Identify Emails

Identify the prospecting emails to customize: Free Listing, Marketing Services Upgrade, Premium Upgrade, SaaS Upgrade.

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Step 3: Gather Information

Prepare your directory name, target location, logo image, footer text template, and email customization prompt.

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Step 4: Use AI Tool

Copy the customization prompt and paste it into Chat GPT or your preferred AI tool.

Prompt: Customize this email with my directory name {{directory_name}} and location {{city, state}}, add a short local intro sentence at the start, and make the closing feel personal to my directory brand: [Paste default template here]
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Step 5: Edit First Email

Open the Free Listing Outreach email and copy its content for editing.

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Step 6: Customize Email

Paste the copied email content into Chat GPT and let it generate a customized version.

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Step 7: Adjust Email Content

Copy everything above the custom value link and then everything below it, replacing the latter with your new content.

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Step 8: Change Font

Select all content and change the font to Veranda, keeping the size at 14 points.

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Step 9: Add Logo

Click Add Image to upload your logo and set its dimensions and alt text.

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Step 10: Insert Footer Text

Copy the footer text from your document and paste it into the email.

Footer Template: [Directory Name] is an initiative of [Agency Name], specialists in digital marketing strategies for {{City, State}} businesses. Our mission is to help business owners like you build a strong brand and stand out from the competition every step of the way.
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Step 11: Save Template

Click Save Template to apply your changes.

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Step 12: Sync Changes

Click the dots and select Sync Changes to ensure your edits are updated.

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Step 13: Verify Edits

Go to Smart Directory Workflows and check that the email reflects your changes.

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Step 14: Review Other Emails

Consider customizing the other outreach emails as needed.

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