How to reuse templates and personalize with Liquid

In this lesson

1. 1Open a Send email step, set a destination in the Send via pill, check its dot is green, then pick your asset in Message.
2. 2Click Edit template to confirm the step opens the same asset from the Asset library.

Setup checklist

The 14 steps to send the right message at the right time, from your first journey to a booking page people can use. Tick them off as you go; your ticks stay in this browser.

0 of 14 ticked

1. 1.Go to Journeys and click Create journey; the builder opens with a trigger already on the canvas.
2. 2.Open the trigger: set Who enters this journey? and, under How often should users enter this journey?, choose Once, Once within a time period or Multiple.
3. 3.Click + on a connector and add a Condition with one message step on each branch.
4. 4.Switch to the Settings tab, turn on Set goal in the Goal card, then choose an option in Exit Rules.
5. 5.In the same Settings tab open Deliverability and set a Daily limit and a Time gap.
6. 6.Turn on Send in recipients timezone and set Send at, Send on and a fallback timezone.
7. 7.Open an email, SMS or push step and turn on Override journey deliverability to give that one step its own sending rules.
8. 8.In Asset library click Create asset and save one Email, one SMS, one Push and one Slack item.
9. 9.Preview the email with a Liquid variable and click Send Test to check the received copy.
10. 10.Open a Send email step, set a destination in the Send via pill, check its dot is green, then pick your asset in Message.
11. 11.Click Edit template to confirm the step opens the same asset from the Asset library.
12. 12.Go to Meetings, Schedule and click Create a booking; set Event name, Duration and Meeting Hours.
13. 13.Set Event Type to Round Robin (rotate hosts) and select a team; note Individual (one-on-one) needs no team.
14. 14.From the row menu use Copy link, then Embed to see Inline Embed, Floating Button, Element Click and Email Embed.

Your tech stack and tools

The core stack (everything you actually need)

• Intempt console (Journeys, Asset library, Meetings) (This is where every lesson in this course happens)
• Journeys (This is how you send the right message when someone does something)
• Deliverability (This is how you cap sends and pick send windows so you never flood an inbox)
• An email destination (Gmail, SendGrid or Amazon SES) (This is what actually delivers your emails. Pick one before your first send)
• Scheduling (This is how people book time with you, with no back and forth)

Highly recommended optional upgrades that level up your work

• Twilio (This is what sends your text messages. Only needed for SMS)
• Google Calendar (This is how bookings check your real availability)
• Gmail / Google Workspace (This is how you send from more than one inbox)
• Liquid personalization (This is how every message greets people by name and more)
• Intempt desktop app (This is how you manage bookings from your Mac)

Your first 10K emails, 1K texts and 1K pushes a month are covered. Round Robin booking is on the Organization plan.