Purpose
Standardize and scale outreach communication by defining reusable message structures that ensure consistency, personalization, and execution efficiency across Digital PR campaigns.
Primary Function
Primary Function
Provide a centralized system for creating, managing, and reusing outreach message templates that can be applied across campaigns without rewriting content.
UI Entry Point
UI Entry Point
Left Sidebar → Authority → Digital PR → Templates
Inputs
Inputs
Template name
Email subject
Email body content
Dynamic variables (merge fields)
Optional campaign or use-case context
Core Actions
Core Actions
🧩 Template Creation
🧩 Template Creation
Action: Create a reusable outreach message template.
User actions:
Click Create new template
Define template name
Write subject line
Write email body using the rich text editor
Execution characteristics:
Templates are saved independently of campaigns
No emails are sent from templates directly
Templates act as message blueprints only
🔀 Variable Insertion
🔀 Variable Insertion
Action: Personalize templates dynamically at send time.
User actions:
Insert available variables into subject or body
Common variables include:
First name
Last name
Contact title
Website URL
Photo URL
Twitter URL
LinkedIn URL
GitHub URL
Execution characteristics:
Variables are resolved at send time
Missing variables do not block sending
Variable values are pulled from contact or campaign context
📝 Template Editing
📝 Template Editing
Action: Update existing templates.
User actions:
Select a template card
Modify subject or body
Click Update template
Execution characteristics:
Updates affect future sends only
Previously sent emails are not modified
Templates remain reusable across campaigns
🗂️ Template Organization
🗂️ Template Organization
Action: Locate and manage templates efficiently.
User actions:
Use template search bar
Browse template cards
Open template overflow menu (⋮) if available
Execution characteristics:
Templates are globally available
No folder hierarchy is required for templates
State Changes
State Changes
Template Lifecycle
Created → Updated → Reused
Templates do not have active/inactive states
Campaign Interaction
Templates are referenced at campaign execution
Template usage does not lock or mutate the template
Outputs
Outputs
Standardized outreach messages
Consistent subject/body structures
Personalized emails at scale
Reduced campaign setup time
Dependencies
Dependencies
Templates are consumed by:
Digital PR campaigns
Templates depend on:
Connected email accounts (for sending)
Campaign context (for variable resolution)
Templates do not depend on:
QUEST
Authority Building tools
Indexer
Non-Goals
Non-Goals
Templates do not:
Send emails independently
Perform outreach targeting
Manage replies or inbox state
Guarantee engagement or response rates
Templates are not analytics or reporting tools
Notes & Tips
Notes & Tips
📝 Keep templates short and modular to maximize reuse.
📝 Use variables sparingly to avoid broken personalization.
💡 Maintain separate templates for cold outreach vs follow-ups.
📝 Template updates do not retroactively affect sent emails.
Templates define the standardization layer of Digital PR in Search Atlas. They decouple message creation from campaign execution, allowing outreach to scale without sacrificing consistency or control.
This layer does not generate authority, targets, or responses. Its sole responsibility is to provide reliable message structures that downstream execution layers can apply repeatedly and predictably.
Together with QUEST and Digital PR campaigns, Templates enable a modular, repeatable outreach system where research, execution, and communication remain cleanly separated.