With the 'Personalized Email with LinkedIn Analysis' pre-built template, upload or sync your dataset of contacts. The first agent gets each contact's LinkedIn profile data, then the second agent will craft personalized emails based on the insights, and finally the final agent will ensure the emails are optimized for HTML formatting.
Steps to Follow:
Login to your account
Select "Personalized Email with LinkedIn Analysis" from the PRE-BUILT RUN list and click the Run button.
Upload your lead list to the workflow.
Provide inputs for the LinkedIn Enrichment Tool, Email Writer, and HTML Validator agents. Including the "Avoid List" and "Sample Emails" is optional but highly recommended for improved results.
Choose the destination for the output and submit the run to execute the workflow.
Inputs from your lead's list
You need to map the right columns/properties inside your dataset for the following:
Lead's First Name
Lead's Title
Lead's LinkedIn URL
Lead's Company Name
Personize Variables Needed
These variables can be defined inside the 'Variables' section and be used by various agents. Think of them as a way for Personize to learn about you and your business. For this pre-built template, you'd need to have the following:
Sender's First Name
Sender's Title
Sender's Company Name
Pitch
Avoid List
Sample Emails