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.

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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!

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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.

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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!

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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.

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"Copyfactory is for anyone looking to scale personalization within sales development. We were able to increase our outbound efforts without increasing headcount. Also, being able to push all the data into Outreach made our workflow that much easier."

Andreas Brolund
Growth Marketing Manager, Dixa

"The product is amazing! There's so much potential and they are always innovating and creating new features. I really recommend Copyfactory and the team!"

Joaquin Jose Varela
Business Development Manager, Athyna

"Copyfactory is a real lifesaver for us with the volume of sequences we need to produce"

Timonette Hammond
Marketing director, CallWhistle

"Copyfactory has really helped FueltoFly scale our copy function without compromising on quality"

Roland Kesler
Head of copy, FueltoFly

"Using Copyfactory has been a game changer for our outbound copywriting and personalization process, we are more efficient due to the platform doing the heavy lifting for us whilst also reducing time spent on QA. Their customer support has been fantastic providing deep industry knowledge and insights which has been invaluable."

Ben Robinson
CEO, LeadGenBen

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

Sequence editor

Write your next outbound sequence in seconds with the help of AI.
Contact personalization

Create playbooks that personalize and manage contacts at scale.
Custom email templates

Create your own AI email templates to generate sequences.
Custom personalization

Create your own personalization templates using any research.
Done-for-you copywriting

Have our team write your outbound emails.
Content blocks

Manage your sales content with ease. Never search for a testimonial again.
API

Generate personalized sentences, emails, and more anywhere.
Profiles

Easily organize all your work into different projects and workspaces.
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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.