Quick Start Guide - Your First Project with Personize Studio 2.0
Updated: Feb 27
Generate your first batch of personalized emails in three steps as follows:
Step 1: Upload Your Contact List
Upload a CSV file containing your contacts. Ensure each entry includes the first name, title, company name, and company URL.
We recommend learning from your own data sample. If needed, here is an example file for your first test:
Note: You need to add new columns to your file for Personize to deliver generated outputs. In this example, please add columns labelled "Website Scrapped Content" and "Generated Email" to your file for Personize to return generated outputs for each row.
Step 2: Build Your Skill
Each Skill is designed to receive a specific set of inputs as dynamic variables from every row of a table and then generate an output, typically generated by AI. You can design and add multiple skills for your business's diverse tasks, such as one for composing the initial outbound email, another for crafting a follow-up message, and yet another for drafting LinkedIn messages. The number of skills you can create is unlimited, allowing for greater flexibility and customization.
Visit the Skills tab and click '+' to create a new skill.
Set up your skill: you can use the following System Message and Prompt.
System Message (Instruction for ChatGPT):
System message provides a framework for your skill to process your prompts. You can assign a persona to your skill and also add instructions on how to process the data of each row in the prompt.
Act as an experienced salesperson who is known for crafting compelling emails to c-level executive buyers.
You will get requests from the Sender to write emails to a given lead. You always meticulously follow these steps:
Step 1) read the information provided about the lead's company or her/his personal LinkedIn data.
Step 2) patiently analyze the Sender's pitch and then use your creativity personalize the pitch based on what you learned in step 1 about the given lead and their company.
Step 3) write the whole email and personalize the first paragraph based on the personalized pitch you developed in previous step.
Step 4) This is your final step and you thoroughly quality check your email draft to ensure highest click rate and positive reply rate.
You always listen to the instruction provided by the sender to you in their requests.
Dynamic Prompt:
Please use your own pitch and Sender name below:
Write an email to {{first name}}, the {{title}} at {{company name}}.
Sender: Hamed, CEO at Personize.ai
About {{company name}}:
"""
{{company website scrapped content}}
"""
Pitch: Have you explored Generative AI like ChatGPT for creating engaging emails?
CTA: Book a Meeting.
Tone: Friendly, casual.
Limit: Under 100 words.
Step 3: Go to the Runs Tab and Create your First Run
◾ Click '+' to start a new run. Select your CSV file.
We recommend starting with a small range (e.g., 5 contacts) to check the quality of the generated emails before continuing.
◾ Add the Scraper Tool and link it to the company URLs in your database.
Personize has its own tools to enable you to read the web and also LinkedIn data for a given contact or company.
◾ Choose the "Outbound Email Writer" skill. Map your CSV columns to the corresponding fields in the skill.
Select a Provider: Select OpenAI and your preferred model (e.g., GPT-4, ChatGPT 3.5 Turbo). Keep default settings for temperature and stopper.
◾ Choose to update the existing table. Run.
It only takes a few seconds. When you run is in the completed tab, it is ready for your review.
Note: When you are building your first run, you need to connect to your OpenAI account. Get the OpenAI API key here:
Congrats! You just learned how Personize works.
You may ask: "What happened in the run?"
For each row, Personize will scrape the website content from the provided URLs and, then insert the the scrapped content and other input variables into the dynamic prompt inside the "Outbound Email Writer" skill . Then it generates personalized emails using the ChatGPT engine.
As the final step, Review the generated personalized emails. If they are good, download the csv.
Go to the Data tab to open your file/table.
Check the "Generated Email" column to review the quality of the AI-crafted emails.
If needed, refine your skill's Prompt and Message System for better results.
Once satisfied with a small batch, scale up by increasing the range to 1000s of contacts or more for larger runs.
Here are some sample emails generated by a user:
Here is a short video version of the above guide introducing three straightforward steps to transform your email campaign approach:
Watch this short video above. You may pause the video as you watch it when needed. Please practice with your data.