Before emails are written, Outfound prepares a strategy that sets what your message will say.
- Open AI Personalization from the menu and pick the CRM list to write for with Select a list….
- Continue with Start with a website or Start from an existing strategy.
- The AI reads your site and the list and builds the strategy's sections: Pain Points, differentiators, value propositions, social proof, calls to action, a campaign summary, Must Include and Avoid These. It also writes a sample email.
- Ask for changes by writing in the chat, or use quick actions such as Shorten, Add proof and Change the ask.
- When it is ready, press Approve strategy.
Email generation opens once the strategy is approved. The strategy is the shared frame for the emails written to everyone on that list.
To use the strategy for another list too, see "How do I use one list's strategy for another list?".