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All CollectionsAI Outreach Templates
How to create the Placeholder Setup
How to create the Placeholder Setup
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Written by AI-Bot
Updated over a week ago

➡️ Access Placeholder Setup:

  • Click on Placeholder Setup.

➡️ Select Placeholders:

  • You can choose placeholders from different categories:

    • Lead: e.g., Name, Job Title, Skills, Years in Current Job, Experience.

    • Full Sentence: e.g., Building a Connection, Solution is Helping, Solving a Problem.

    • Salutation: Formal and Informal options.

    • Sender: e.g., Name, Job Title, Skills, Years in Current Job, Experience.

    • Sender Company: e.g., Company Name, Benefits, Industry, Product Name, Solutions, USPs, Reference.

  • Use the toggle to choose which placeholders to have available during template creation.

  • When done, click on Company Pitch in the sidebar menu to set up the pitch for your campaign.


Video Guide: Choose Placeholders

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