Personalized fields preview

May 29, 2023

Personalized fields (preview)

To further improve email personalization, we’re introducing personalized fields. Personalized fields allow you to add a personal touch to your emails by supplying additional context about each user or the offering in your campaign. This information is then used when generating emails, for example mentioning the fact that the user went to the same university as the recipient, that they previously worked at the same company, or that they’re both members of the same community. For offerings, you can include relevant case studies or success stories.

You can add personalized fields when creating a campaign by clicking the “Add field” button after selecting team members or offerings. You can then name the field you want to add and include the information you want to use. You can add as many personalized fields as you want, and FirstQuadrant will intelligently incorporate relevant information into your emails.

Personalized fields are currently in preview. If you’d like to try them out, go to Settings -> Feature preview and enable “Personalized fields”.

Fixes & improvements

• We added the ability to edit and update the offering details while creating a campaign.
• We introduced a notification dot badge that appears when enriched fields have new values available.
• We improved the user interface for reclassifying received emails when generating replies.
• We implemented a new avatar system that automatically finds profile images for leads using multiple services including LinkedIn and Gravatar.
• We enhanced the text copy across all confirmation alerts and dialogs to be more clear and actionable.
• We added validation checks to prevent campaigns from being created with empty audiences.