Create custom personalization templates using any prospect research and increase engagement rates. Start by duplicating one of our base templates and editing them or start from scratch.
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Personalized communications drastically outperform rigid template only sequences. Most try to implement personalized cadences but fail due to the huge amount of time it takes to scale and maintain. Copyfactory is the only platform that lets you personalize contacts for every step in the sequence using your own research.
Here's how it works.
Research is what you are going to use you provide context to the AI. They become columns that you can map your fields to when using the CSV uploader and act like custom fields in your other sales tools. You can have as many or a few prospect research data points as you need. It all depends on the type of personalization you want to create!
For each research data point, you added you will need to provide 3 examples of it to train the AI. These examples can be re-used across your personalization templates so you only need to create them once.
The last step is to write 3 examples of the sentences you would write based on the example information you provided above. This guides the AI to learn how you want to use the research. The AI also has general knowledge of the world so it can just as easily summarize the information you provide or expand on it. You have now created your own custom personalization template!
With your template complete you can provide new research examples and the AI will use the examples and training you provided to generate a completely new sentence every-single-time. Remember, you can always clone your template and edit the sentence examples to make for longer or shorter sentence outputs based on the same training examples you provided.
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