🛠️ Tips for Creating Effective DSR Templates
Digital Sales Room (DSR) templates are a powerful way to save your end users time, ensure brand consistency, and deliver an engaging buyer experience. A strong template provides structure, guardrails, and context—so your teams can focus less on setup and more on connecting with clients and prospects.
👉 Be sure to use or share the Tips for Creating Effective DSR Templates job aid (attached below) — it includes step-by-step guidance to help you put these practices into action.
1. Guide Your End Users
Provide clear instructions on how and when to use the template, as well as suggestions on what type of content to include. The more context you provide, the easier it will be for users to create impactful DSRs.
2. Build Guardrails
Define the template structure with sections and grouped content. Guide users to tell a story that engages the recipient and ends with a strong call to action. Decide what can be customized versus what should stay locked to maintain compliance and consistency.
3. Showcase Your Brand
Incorporate company branding and placeholders for client names and logos. Clean headers, polished footers, and standardized layouts save users time while ensuring every DSR reflects your brand identity.
4. Help End Users Find It
Don’t let your template get buried. Feature it on Pages, highlight it in enablement materials, and make it easy for your teams to access when they need it most.
5. Monitor & Adjust
Use LiveInsights to track how often the template is being used and how it performs. Refresh content as needed to keep it relevant and valuable to your teams.
Bonus Tips
✨ Use GIFs for dynamic headers/footers
✨ Ideal footer ratio: 13.33 x 2.53
✨ DSRs aren’t just for deals—try them for newsletters, contract renewals, or event follow-ups
✨ If you only want users creating DSRs from a template, configure it in Delivery Settings
📚 Resources
📎 Attached Resource: Tips for Creating Effective DSR Templates Job Aid