If you want the AI to write variations of a message template you already have — you’re in the right place.
This guide will show you how to customize an AI variable to do so step by step.
We’ll use a sample prompt to help you learn, but you can totally replace it with your own structure.
Step 1: Write your message like you normally would
Start by opening a blank document out of Genesy and write the message you want to use as reference.
For instance:
Hey {first name, are you currently exploring solutions for outreach automation or considering a change in provider?
I'd be happy to share how we've helped other sales leaders like you close more deals with less effort.
Let me know if you'd like to chat — I'd love to hear more about your current priorities.
And if this is not the case, I just wish you a nice day 😊
Step 2: Find the parts you want to personalize or randomize
Look at your message and ask yourself - which parts could I change slightly from contact to contact?
For instance:
Do I want to change the greeting sometimes?
Should I try different ways of referring to the goal?
Can I personalize their type of persona according to the data I have in Genesy?
Every part you want to switch from contact to contact = becomes a [TAG]
We will now re-write the message, indicating tags where a replaceable text should be:
Following the same example:
[GREETING]{first name, are you currently exploring solutions for [PRODUCT] or considering a change in provider?
I'd be happy to share how we've helped other [PERSONA] like you close more deals with less effort.
Let me know if you'd like to chat — [CLOSING_LINE]
And if this is not the case, [GOODBYE]First name
You can invent any [TAG] you want — like [PAIN_POINT], [BENEFIT], [RANDOM FACT], etc.
Step 3: Think how you want each [TAG] to be personalized or randomized
Now look at the tags and ask yourself - how do I want this to switch from contact to contact?
Do I want it to be personalized according to data I have?
Or do I just want to randomize one expression or another?
Detect which tags you want to personalize or randomize.
For [TAGS] you wish to personalize:
Write down the criteria for the personalization.
For instance, let's say I want to personalize [PRODUCT] and [PERSONA] based on the lead's job title
Decide the correct values based on the lead’s job title:
If it indicates top management in Sales, then:
[PRODUCT] = outreach automation
[PERSONA] = Sales leaders
If it indicates Sales (but not top management), then:
[PRODUCT] = pipeline and deal tracking
[PERSONA] = Sales managers
Otherwise:
[PRODUCT] = lead generation and enrichment
[PERSONA] = Sales teams
[PRODUCT] and [PERSONA] must keep the exact same spelling and casing as defined above. Do not modify capitalization or format.
For [TAGS] you wish to randomize
Think of 3 possible options for randomization.
For instance:
randomize [GREETING] between:
- Hi,
- Hey,
- Just curious,
randomize [CLOSING_LINE] between:
- maybe we can help you hit your goals faster
- I’d love to hear more about your current priorities
- happy to share how this works
Step 4: Put it all together in an AI Variable
Now go to Genesy > AI Playbook > AI variables > Create new AI variable
Introduce the prompt using this structure:
Goal
Template to personalize / randomize (from step 2)
Rules for personalization / randomization (from step 3)
Additional rules for tone and style
Input: data that should be used for personalization (see in step 3 tags to randomize)
For instance:
You are writing a friendly, professional email to a lead. The message must follow this structure:
[GREETING] {first name, are you currently exploring solutions for [PRODUCT] or considering a change in provider?
I’d be happy to share how we’ve helped [PERSONA] streamline their processes and reduce complexity.
Let me know if you'd like to chat—[CLOSING_LINE].
And if this is not the case, [GOODBYE]"
Rules:
Decide the correct values based on the lead’s job title:
If it indicates top management in Sales, then:
[PRODUCT] = outreach automation
[PERSONA] = Sales leaders
If it indicates Sales (but not top management), then:
[PRODUCT] = pipeline and deal tracking
[PERSONA] = Sales managers
Otherwise:
[PRODUCT] = lead generation and enrichment
[PERSONA] = Sales teams
[PRODUCT] and [PERSONA] must keep the exact same spelling and casing as defined above. Do not modify capitalization or format.
randomize [GREETING] from:
- Hi
- Just curious
- Hey
randomize [CLOSING_LINE] from:
- maybe we can help you hit your goals faster
- I’d love to hear more about your current priorities
- happy to share how this works
randomize [GOODBYE] between:
- I just wish you a nice day 😊
- wishing you a great rest of the week! 😊
- congrats! and have a great day 😊
Additional requirements:
Do not use quotation marks (")
Email must sound friendly and natural, as if written by a person, but remain professional
English must be correct and natural.
No exaggerated enthusiasm (keep it smooth and genuine)
Input:
Job title: {Job title
💡 We have a predefined AI variable using this structure, it's called Randomize Template -- check it out!