Generate personalized emails with ChatGPT4: Quick Start Guide with Personize Studio 2.0

This short guide introduces three straightforward steps to transform your email campaign approach. Ready to dive in? Let's get started.

Watch this short video above. You may pause the video as you watch it when needed. Please practice with your data. In the following, you can see all the steps are explained as well:

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.

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.

• We recommend learning from your own data sample. If needed, here is an example file for your first test: https://drive.google.com/drive/folders/1pvEqqvkJqRjNw-pHGNnDUfpCSmOYRyEb?usp=sharing

Step 2: Build Your Skill

1. Visit the Skills tab and click '+' to create a new skill.
2. Set up your skill: you can use the following System Message and Prompt.

System Message:

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.        

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.
• 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 if you are new to these variables.
• Choose to update the existing table. Run. It only takes a few seconds.
• When your "Run" is in the completed tab, your file 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: https://help.openai.com/en/articles/4936850-where-do-i-find-my-api-key

What happened in your run?

Personize Studio 2.0 will efficiently scrape website content from the provided URLs and, then use the scrapped content and other input variables in each row to craft personalized emails using the ChatGPT engine.

Review Generated Personalized Emails & Download

1. Go to the Data tab to open your table
2. Check the "Generated Email" column to review the quality of the AI-crafted emails.
3. 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.

FAQ

How can I sign up?

Please visit beta.personize.ai

Join us, and let's unlock the power of AI-powered sales emails with Personize Studio 2.0.

How can I connect my OpenAI to Personize Studio?

1. Upon your first login, navigate to your Profile.
2. Click on the OpenAI logo to enter your OpenAI API key.

Do you support other LLMs and external APIs?

Our new architecture used for Personize 2.0 allows us to easily add any AI providers and external APIs upon your request. Please set a discovery call with our team. We can add them upon request for our business customers.

Can you help our company design and run these AI Models?

Of course. Please check our Generative AI Marketplace for turnkey solutions that we and our partners offer. You can also book a discovery call with our team.

Can we run our own fine-tuned LLM models inside Personize Studio?

Absolutely. Once you sign up and connect your OpenAI account, you can see your fine-tuned models in the same place we list all engines in each Run that you created. If you need help, let us know.

For other LLMs and fine-tuning opportunities, we can support them upon your requests (business plans).

I cannot find my question in this FAQ section.

Don't worry. Just book a meeting with us or start a chat with us. We are ready to answer or we will get back to you within 24 hours.