Chrome Extension: Ideas for Personalization using the Custom Field

The Personalizer feature of the Regie.ai Chrome Extension allows users to chose what prospect or company data is used by the AI for personalized message. 

By selecting the "Custom" field option, you can instruct the AI the personalize on any topic you wish to discuss with the prospect. Regie.ai will handle the rest and  incorporate your custom talking point into a well-written and relevant sales message.

See ideas and best practices for custom personalization 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 data sources are selected. 

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.

• 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"