Step 1: Navigate to Touchpoints
After completing your Audience and Pitch, go to the Touchpoints section of your campaign.
Click Add New
Select either:
Email Step
LinkedIn Step
For this example, choose:
Email → Personalized
Step 2: Add a Personalized Step
Once selected:
A new email step will automatically be added to your workflow.
On the right-hand side, you will see:
Preview (final message output)
Prompt (where you control the message)
Step 3: Edit the Prompt
Click on Prompt.
A default prompt will already be generated for you.
Customize it based on your goals.
Example:
Goal: Sell cakes
Instruction: Always mention that you sell cakes
You can freely adjust:
Messaging tone
Value proposition
Personalization instructions
Step 4: Configure Email Elements
Add CC Recipients
Click the CC option at the top to include additional recipients.
Add Attachments
Click the paperclip icon to attach files to the email.
Add a Call-to-Action (CTA)
Click on Variables.
Select Rep Meeting Link.
Add custom text (e.g., Click here to book a meeting).
This will automatically insert your scheduling link into the email.
Step 5: Use “Suggest Edits”
Click Suggest Edits to quickly adjust the message style.
You can modify:
Formality
Urgency
Persuasiveness
Level of personalization
Adjust Word Count
Set a desired length (e.g., 200 words).
The preview will automatically update with a longer or shorter version.
Step 6: Control Personalization with Input Data
At the bottom of the prompt, you can control what data Katie can use.
Available Data Includes:
First name
Last name
Job title
Company name
Company summary
Location (city)
How to Use:
Toggle ON to allow usage
Toggle OFF to prevent usage
Example:
If you turn off Company Name, the email will not mention the prospect’s company.
Step 7: Preview the Final Message
Click on Preview.
Review the generated message.
You will see:
Your CTA included
Adjusted length (based on word count)
Only the selected personalization fields applied
Step 8: Save Your Changes
Click Save to apply your updates to the campaign.
Key Takeaways
The Prompt is where you control the messaging logic.
The Preview shows the final output.
Input Data toggles give you full control over personalization.
Suggest Edits helps refine tone and structure quickly.
You can reuse and iterate on prompts to improve performance over time.