Automatically Create Email Message Variations based on Job Titles
Taylor Haren teaches you how to automatically create varied email messages based on job title of your site visitors.
So this is going to be how to send different emails to people, different email
variations
based on their job title.
And so our B2B is sending us data inside of this clay table via the clay
integration.
And we've been collecting this data for a while.
And so we have a lot of data to work with.
And so sends us all of this information.
One of them is title.
And so here we can add a filter that makes it really easy.
We can change our messaging.
There's a lot of different things that we can do.
And so let's say I only want to talk to salespeople, marketing type people, or
people who are
only manager level and above, and so on.
There's a lot of different things that we can do.
And so I think the best way to do that is to add an enrichment.
And if you type in AI, you'll see OpenAI GPT generate text.
And I think the best way to do this is to say, if title
has to do with marketing or sales and is a manager or above, then output.
Yes.
Only output.
Yes.
Or no.
And it shouldn't need too much more than that.
We'll see.
We use 4.0.
And then let's just run this on.
Actually, I'm just going to run it on particular rows.
So let's see.
Run.
So I'm going to do Run column, choose different rows, starting from B7 65.
We're going to run 20 rows.
And so what's great about doing it this way is that it's just super
straightforward.
Where if you try to use clays formulas, I don't think they can pick up on the
nuance
of it, right?
Where here, they totally can, right?
And so as we look through it, right, marketing manager, maybe that's one it
could have done
better.
But if you run that one, under a fiddle, pick it up next time.
But account strategist, sales manager, sales communications, VP of revenue,
senior leadership,
so it gets them all there.
It's not picking up people like CEO and founder though, so we can continue to
prompt it just
a little bit more.
Or is an executive or leader of a company.
Another thing too, I've noticed with AI is that if you capitalize these things,
it seems
to do better.
So now let's see how that one works.
Now we'll try it again.
Hey, it's just super good.
So you just keep prompting it until it gets it perfect.
The other thing that we can do right is we can give it examples so we can add
examples
from previous rows, which is extremely helpful.
I don't know why I just did that.
Add from previous rows.
Choose row.
To give an example, let's do the one that I want to give an example.
And what it should say is yes.
We can add another example.
And we can just pick the ones that it didn't do a good job with.
So Marky Manager, see it got it this time.
Non-resident fellow.
What even is that?
Non-resident fellow.
Answer for that.
Oops.
My bad.
I'm going to put in 5.7.69.
There.
Answer should be no.
Chief Financial Officer Technically, it should get that one.
Program Analyst should be no.
So you can basically just keep prompting it like this until it's perfect.
Okay.
I just needed a few examples.
And then boom.
Now director, sure there.
Yep.
Yep.
CFO, sure.
Because we did tell it anybody, director level and above leadership and boom.
Now it is perfect.
So now what we can do is any rows after this, we can have a conditional formula
that looks
at this and it says hey, if this says yes, then we're going to send them this
messaging
instead.
If it says no, then we're going to send them this different messaging or maybe
we don't
Send them any messaging at all.
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