-
Introduction to Snippets and Templates: Save Time, Personalize Faster
-
How to Use Templates
-
How to Use Snippets
-
How Templates and Snippets Handle Autofill
-
Summary with Best Practices and Reference Materials
-
Snippets and Templates Knowledge Check
-
Feedback Survey
Snippets and Templates for XDRs: Save Time, Personalize Faster
Learn how to use Outreach Snippets, Templates, and Smart Email Assist to send more personalized, efficient prospecting emails. See when to use each, how to organize content, and how AI tools like Revenue Agent and Research Agent help you write faster and connect with prospects across Gmail, Outlook, and Outreach.
This course helps XDRs save time and personalize faster using Outreach Snippets, Templates, and AI-powered tools (like Revenue Agent and Research Agent). You will learn how to streamline prospecting outreach, follow up efficiently, and keep your communication consistent across Gmail, Outlook, and the Outreach platform.
Through guided walkthroughs and best practices, you will learn to:
- Use Templates for structured prospecting emails such as introductions and follow-ups
- Insert Snippets to add approved value statements, responses, or call-to-action blocks
- Apply Smart Email Assist to generate or refine AI-powered drafts that feel relevant and human
- Leverage Revenue Agent and Research Agent (Amplify features) to enrich data and surface insights that strengthen your outreach