AI Personalization in AI Email

Overview

AI Personalization is a feature in 6sense AI Email that automatically customizes email content for each contact. It uses  CRM and 6sense data to create unique, tailored introduction emails for each contact. The intuitive setup process guides you through the playbook selection and AI writing, with real-time previews to see how emails will look to different leads before sending.

Benefits

• Reduce manual effort: Reduce the manual effort of creating multiple campaigns by personalizing content based on industry, persona, and other segmentation criteria.

• Increase engagement: Boost engagement with emails that feel personally written for each buyer, not like mass-produced templates.

• Control personalization: Choose which sections of the email to personalize and which to keep standard, giving you full control over the style and scope of personalization.

Key capabilities

• AI Personalization Blocks (AI Blocks)

  • Purple-highlighted text blocks in the email editor.

  • Automatically rewritten for each lead based on selected data fields.

  • AI blocks can draw on multiple lead and account-level (Refer to the Data Fields table).

• Real-time previews

  • Instantly see how the content personalizes to your previously enrolled leads.

  • Hover over an AI block to see which data fields shaped the rewrite (How did AI write this?)

• Custom instructions

  • Add specific guidance for tone, style, or focus.

Interactions in AI block

AI blocks in emails

When you create or edit emails in AIE:

1. AI personalization automatically highlights text areas as AI blocks.

2. These blocks adapt for each lead using your chosen data fields.

3. Instantly see how each lead will view the personalized content.

Editing AI blocks

Select any AI block in the editor to:

1. Edit the default text

2. Add personalization instructions

3. Choose data fields to personalize, for example, job title, and industry. See the Data Fields table for a list of data fields you can choose.

4. Change personalized blocks to plain text by clicking on “Revert from AI block”.

   

AI Editor toolbar

Select non-AI block text to:

1. Format such as bold, italics, underline, and so on.

2. Convert to AI block.

3. Rewrite with AI.

   

Previewing personalization

1. Select contacts to preview how emails will appear to different leads before sending.

2. Use the preview panel to see how each AI block rewrites itself for different leads.

3. Hover over a purple AI block in the preview to see the data fields used.

Data fields used for AI personalization

The following table provides a list of data fields you can choose to personalize your email content.

Data Field availability by package (CRM Connected)

The following table provides a list of data fields that are supported depending on the package you have with CRM integration. A green checkmark (✅) means the data field is available in that package. A red cross (❌) means the data field is not included. The double asterisk (**) indicates that AI Email Only customers have CRM as their source, not 6sense, because they do not have a 6sense integration.

Data Field availability (CSV Enrollment)

If Salesforce or HubSpot is not connected, and you choose to enroll leads through CSV upload, the following fields are supported. A green checkmark (✅) means the data field is supported. A red cross (❌) means the data field is not supported.

Mapping Matrix – AI Email vs ABM/SI

The following table demonstrates which personalization fields are mapped through AI Email vs mapped in ABM or SI. A green checkmark (✅) means the data field is supported. A red cross (❌) means the data field is not supported.

Create a campaign with AI personalization

You can create an email campaign with AI personalization. Refer Create an Email Campaign in AI Email for more details on how to create an email campaign.

Best practices for AI Personlization prompts

Refer to Best Practices for AI Personalization Prompts to understand how to utlize Introduction Email Prompts and AI Blocks to personalize email campaigns effectively.

FAQ

If I want to send the same thing across all leads, how do I do that?

Select the AI personalization block, and select revert to plain text. That same text will be sent to all leads and will not be personalized.

Can I add my custom fields to train the personalization of the AI block?

Currently, custom fields are not supported.

Where do the sample contacts come from?

The sample contacts are created from dummy data and will not be enrolled into any campaigns. They are shown for you to experiment with.

How do I improve the content of the emails generated by the AI?

• Use the Selected fields option when you select the AI personalization block. Ensure that selected fields have the data.

• Add more prompts or instructions when you click select in the preview dialog.

• See the Tips for optimizing personalization section above.

If there is no field availability for the lead, what does it default to?

The original base copy in the Editor view.

I am currently a customer that uses only AIE and do not subscribe to Revenue Marketing or Sales Intelligence, can I still have access to 6sense data for personalization?

No, you will only have the data obtained from your CRM and not 6sense. The fields that you won’t have access to are recent activities, recent web visits, technographics, and psychographics.

How does 6sense source the contact data that it provides to its customers?

For more detailed information on our contact data, please visit https://trust.6sense.com/ and search for  "Contact Data Compliance FAQ"

Can I select my CRM as the source of the data field for personalization?

For fields like job title, function, seniority, and account industry, you can select whether to pull this information from your CRM or from 6sense, giving you flexibility to use the most accurate or up-to-date data source for each field.

What if I don’t want to use personalization blocks?

When you first click “Create new campaign”, you can select the “Write Yourself” option, which will start the campaign with a blank canvas. To remove the AI block, click within the AI block and select “Make it regular text”. This will mean that the content is reverted to a template.

Where are all the documents coming from in the “Upload Document” step, and what does it influence?

You can pull your documents from the Knowledge Base located on the Settings page. This knowledge base is a repository of all your documents that you have uploaded from your campaigns.  

Will the Email Agent call out specific web visits if used in AI Personalization? Are there guardrails in place to prevent this?

No, the Email Agent will not explicitly reference specific web visits in AI Personalization.

How can I prevent AI Email from referencing industry in introduction emails?

Currently, there is no global setting to completely remove industry references. The AIE may infer industry from other lead details such as company description or keywords, which is expected behavior. To avoid this, provide explicit instructions in your AI Blocks to remove any mentions of industry.

Can I use AI Personalization without a CRM integration? Can I add custom fields?

Yes, you can use AI Personalization, but it requires data to personalize effectively. If you are not integrated with a CRM, you can upload a CSV file containing fields such as Lead Industry Name, Account Industry, and Job Title, and map these to the appropriate AIE lead fields. Currently, custom fields are not supported in AI Personalization. However, you can use merge tags for additional flexibility.

Do I need to add additional information or instructions when using 6sense AI Email generated prompts?