AI prompts

How to Use Our AI Prompts Tool for Personalized and Relevant Email Campaigns

Marija Zivanovic avatar
Written by Marija Zivanovic
Updated over a week ago

Our AI Prompts Tool is designed to make your email campaigns as personalized and relevant as possible, all in a few simple steps.

In this article, we will cover:

  • General Use

  • Use Case 1: AI Prompts Template

  • Use Case 2: Custom AI Prompt

How to use AI Prompts

AI Prompts are available to use on the Hyper Growth or Light Speed plan, and to explore/view on the Growth plan.
Before you start, connect your OpenAI by entering your API key in the AI Prompts Settings tab. You can find the API key here

Please make sure you have enough credit balance in your OpenAI account before you start.
AI Prompts use the GPT 3.5-turbo, GPT 4.0, and GPT 4 turbo models when creating Custom prompts. It is not possible to choose which model to use for Publicly available prompts. Only the owner of the prompt can change the model version.

Step 1: Upload Your Leads

First things first, you'll need to upload your leads to your campaign. Import them directly from Lead Finder, or via a CSV file containing all the relevant information about your leads, such as full name, company name, website, LinkedIn URL, and so on.

The prompts will run only for leads with active status, e.g. the ones that are not completed.

Step 2: Navigate to the Leads Section

Once your leads are uploaded, head over to the "Leads" section of your campaign dashboard. Here, you'll see a list of all your uploaded leads.

Step 3: Click on the AI Icon

Next to the leads filters, you'll find an AI icon. Clicking on this icon will open up the AI Prompts Tool.

Step 4: Choose or Create a Prompt

1) Using Templates

If you're new to the tool or want to perform a simple task, you can choose one of the pre-existing templates. Follow the instructions below to learn how to use these prompts.

In the AI Prompts window, you'll find a variety of templates that you can use. These range from simple tasks like cleaning up first names, last names, or company names, to more advanced options that allow you to generate new variables based on existing data.

Disclaimer: Please note that the prompts in the "Template Hub" are contributions from our community. Instantly does not have direct control over these prompts.

As such, we highly recommend testing the results of these prompts thoroughly before incorporating them into your campaigns to ensure they align with your desired outcomes and messaging standards.

2) Creating Custom Prompts

For more advanced personalization, you can create your own prompts. This allows you to generate new variables that can be used to make your email copy more personalized and relevant.

For example, you could create a prompt that identifies a lead's pain points based on their company description.

Step 5: Generate and Review Output

Once you've selected or created your prompt, click "Generate Test Output" to see the output. Review this to ensure it aligns with what you're looking to achieve. If you are happy with the result, click "Generate for All Leads". This will populate the lead list and a new variable will be added.

You can reload a page after some time to see the results. Outputs can take minutes to hours to complete, depending on the prompt length and number of inputs.

Use case 1: Using a template to clean the company names

Clean Company Names text processing macro that converts uppercase text to title case, removes corporate suffixes such as 'LLC', 'INC', or 'LTD', and eliminates unnecessary punctuation.

After you upload the lead list, create a new Variable "Clean Company name" from the Lead Info module (you can open it by clicking on any lead). Open the AI Prompt tool.

Step 1: Select the "Company Name Cleanup" Template

Step 2: Select the fields

  • Select the field that contains the company name

  • Select Output Column - CompanyName, or create a new "Clean Company Name"

  • Check the "Overwrite attribute if it already exists"

Step 3: Generate test output

  • Click "Generate test output" to clean the company names.

  • Once the process is complete, review the output to ensure the company name has been cleaned as expected.

Step 4: Generate For All Fields

  • Click "Generate for All Leads" and then exit the AI Prompts Tool.

  • After a few minutes or longer (depending on the lead list), once you reload your campaign leads page, you will see the column populated with clean Company Names.

We highly recommend personally testing templates before using them in your campaigns for correctness.

The "Template Hub" features contributions from various members, and their quality can vary. Please take a moment to try them out with your data before incorporating them into live campaigns.

Use Case 2: Custom Prompt "Generate company pain points based on company description"

Step 1: Create a New Prompt in the AI Prompt Tool

Head over to "My Templates Tab" and click "Create new prompt".

Step 2: Select the GPT model

Select the GPT model you'd like to use for generating the prompt by clicking on "More Options"

Step 3: Define the custom prompt

Here, you can define your custom prompt. For example, if you want to identify a lead's pain points based on their company description, you could enter a prompt like "Identify pain points from company description." Use {{ to insert variable "Description". You can also combine it with other variables, such as "Industry".

This prompt will give a generic output which can be either too long or not related to the service you provide. Time to tweak the prompt:

In brief bullet points not longer than 200 characters total, identify 2 pain points from company description: {{Description}} that digital marketing can solve. Generate diverse responses based on the input variations.

We used "digital marketing" so make sure to change this with the service/product you are offering.

To stop GPT from creating the same outputs for your list, add something like "generate diverse responses based on the input variations" to your prompt.

The output for this prompt is:

Make as many changes as needed until you are satisfied with the output. Use ChatGPT to help with creating the prompt if needed.

Step 4: Save Prompt

Once satisfied, Save your prompt.

Add more details like prompt name, description, etc., and click Save.

Step 5: Use custom Prompt

Time to use the custom prompt to create and populate the "Challenges" variable for all leads.

Map the corresponding fields, create one more test output to make sure it works, and finally generate the output for all leads:

Depending on the size of your list, this may take some time to complete, but in a few minutes, the list will be updated.

Step 6: Use it in the email copy

Hi {{firstName}},

I couldn't help but notice a couple of areas where our services could significantly benefit your business:


[[1. Limited Accessibility: Digital marketing can help you reach customers in remote areas, expanding your market presence without the need for physical stores.

2.Limited Marketing Reach: A robust digital marketing strategy can help you target a wider customer base, increasing your brand awareness and driving more sales.]]

We specialize in digital marketing solutions tailored to solve these exact challenges.

Would you be interested in a quick chat to explore how we can help {{companyName}} reach its full potential?


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