Chrome Extension: Ideas for Personalization using the Custom Field

The "Create Personalized Message" tool in the Regie.ai Chrome Extension allows users to chose what prospect or company data is used by the AI for personalized message. 

With the "Custom" field option, you can take creating the personalized message a step further and instruct the AI on exactly what topic you wish to discuss with your prospect. The AI will handle the rest, and incorporate your custom talking point within the generated Intro Line or Email Body output type selected. 

Examples and best practices on how to take full advantage of this powerful feature are listed below!

For optimal email results, please follow these recommendations:

1. Limit the personalization data point selected to just your "Custom" entry. For Regie to only generate email suggestions related to the text in the Custom Field, it is recommend no additional insights, or data sources, are chosen as shown above.

2. Always use a command or action verb when speaking to Regie.ai. "Noticed that" or "Reference" or "Talk about" are just a few examples of commands or instructions to start your entry of custom insights in the Custom Field.

3. Do not use Custom Fields with a highly customized Prompt as Regie.ai will prioritize the personalization guidelines in the custom prompt and may not incorporate your custom field.

• Reference a recent or previous conversation had with the prospect

Custom field inputs: 

1. "Reference our recent conversation on (insert topic)"
2. "Make reference to conversation had two months ago about (insert topic)"
3.  "Recall personalization conversation that occurred last month"

• Reference a personal referral or recommendation from a source that encouraged you to reach out to the prospect

Custom field input: "Your colleague, Paul, recommended that I reach out to talk about (insert topic)"

• Highlight a relevant, trending topic with the prospect

Custom field input: "Have you noticed the recent surge in A.I. technology making personalization easier?"

• Make an analogy comparing a hobby or special interest that you know the prospect enjoys back to the solution you provide

Custom field inputs:

1. "Noticed that you enjoy hiking and being outdoors"

2. "Make an analogy comparing playing soccer to writing emails" or "Compare playing soccer to writing emails"

3. "Talk about prospect's love of (hobby, interest, etc)"

• Highlight existing customers or organizations currently using your product or service

Custom field inputs:

1. "(Company name) has found great success using Regie.ai for personalization at scale." 

2. "Talk about how (company name) has found success using Regie.ai"