Personality Based Email Templates

3 factors to consider with personality-based email templates

When sending any email, it’s important to ask yourself three key questions. Answering them will make it easier than ever to appeal to any one, even in a communication form as brief and unstructured as email.

1. Who is your recipient?
Beyond [first name], [company name], and [job title], how much do you really know about the person you’re sending an email to? Using tools like Crystal’s Chrome Extension to discover the natural personality of your recipient will help you better understand who you’re writing to so you can hyper-personalize your email in contrast to the many spam emails they currently receive.

2. What are you trying to accomplish?
Is your goal to get email opens? Link clicks? Email replies? Knowing your objective before writing a single word will help craft your email to be the most effective.

3. How should you message it?
Here comes the creative part. Now that you know who you're writing to and what you want to achieve, craft your message in a way that aligns with their tone and preferences—whether that means being direct and concise or more friendly and collaborative. A thoughtful message stands out.

Categorizing email recipients into 4 personality types

DISC is a well-validated personality framework that’s based on a four-factor model, meaning that it classifies people into four different categories based on their behavioral patterns: Dominance, Influence, Steadiness, and Conscientiousness. It resembles other four-factor models that have been around for over 2,000 years.

Best practices for each DISC type

Dominant types (D-Types)
When emailing D-types, be sure to have a clear, concise subject and body. D-types prefer more formal, but brief emails in which they are called to an immediate action. Be careful not to include a surplus of detail or open-ended questions.

Influential types (I-Types)
I-types are enthusiastic and energetic, preferring interesting visual aids over lengthy, informational blurbs. When emailing I-types, maintain an enthusiastic, casual, optimistic tone. Avoid being too serious and don’t focus too much on facts and figures.

Steady types (S-Types)
S-types love to build personal connections; do this by discussing shared interests. It’s important not to skip pleasantries with S-types. Be consistent in using a kind, encouraging tone and try not to be forceful or overly direct.

Conscientious types (C-Types)
C-types dislike unnecessary pleasantries; they value specific, concrete information, instead. Take the time to understand their reasoning for decisions by asking them questions, but do not skip over important information or involve emotion.

Personality-Based
Email Templates

Categories

3 factors to consider with personality-based email templates

Categorizing email recipients into 4 personality types

Best practices for each DISC type

How to write a personality-based subject line?

How to write a personality-based greeting?

How to write a personality-based body?

How to write a personality-based call-to-action?

How to write a personality-based closing statement?

Start Connecting Smarter

Personality-Based Email Templates

Categories

3 factors to consider with personality-based email templates

Categorizing email recipients into 4 personality types

Best practices for each DISC type

How to write a personality-based subject line?

How to write a personality-based greeting?

How to write a personality-based body?

How to write a personality-based call-to-action?

How to write a personality-based closing statement?

Start Connecting Smarter

Personality-Based
Email Templates