Features / Custom personalization

Create your own personalization templates

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.

Sign up free
Main hero image for feature Custom personalization

Why do I need to create custom personalization templates?

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.

1. Select the research you need

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!

Logo for assets/features/custom_personalization_templates__select_research

2. Provide a few examples

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.

Logo for assets/features/custom_personalization_templates__provide_examples

3. Write a few sentences

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!

Logo for assets/features/custom_personalization_templates__write_sentences

Try it out

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.

Logo for assets/features/custom_personalization__test_generate_personalized_sentence

Start using Copyfactory for free!

Sign up free Book a demo

No obligations • Cancel at anytime

Copyfactory gives you everything you need to write converting sequences and customized personalizations at scale…

Get started with Copyfactory for free!

Join the hundreds of writers and sales teams that are actively using Copyfactory to save time on their copywriting tasks!

Sign up free

No obligations • Cancel at anytime

Frequently asked questions
A personalization template consists of prospect research and a few examples of how and what the AI should write based on a few examples you provide
Create contact playbooks to use many personalization templates at once for each contact to create personalized snippets of text for your 1st, 4th, and 40th communication in the sequence. Alternatively, you can use the API to generate text programmatically.