How to Use an AI Template?

Once you've created an AI Template in Edenreach, you can leverage it across various platforms and contexts to enhance your outreach efforts. This tool allows you to automate and personalize messages at scale, making your communication process more efficient and impactful. Here’s how you can use an AI Template in different scenarios:

Using AI Template in Sales Navigator

1. Lead Search Page:

• When searching for leads in LinkedIn's Sales Navigator, each lead displayed will have an 'AI Message' button.
• By clicking this button, you can instantly generate a personalized message for that specific lead.
• Select the AI Template you want to use from a dropdown list. The system will then craft a message based on the template's predefined settings and the lead's specific details.

This integration allows for immediate and personalized contact with potential leads directly from the lead search interface, streamlining the process of initiating conversations.

Using AI Template in the Lead Export Folder

2. Lead Export Folder:

• After exporting leads from Sales Navigator to your Edenreach account, these leads are stored in a specific export folder.
• Navigate to this folder to view all your saved leads.
• For each lead, there's an option to generate a personalized message using the 'AI Message' button similar to the one in Sales Navigator.
• Select the desired AI Template for each lead to tailor your message according to their profile and your outreach goals.

This method is particularly useful for managing bulk communications after you’ve gathered a substantial list of prospects, ensuring all messages are customized and relevant.

Using AI Template in Automated Sequences

3. Automated Sequences:

• Edenreach allows you to create sequences - these are automated workflows that send out messages/inMails and invitations at predetermined intervals or based on specific triggers.
• When setting up a sequence, you can choose to incorporate an AI Template into the workflow.
• This setup ensures that all outreach messages sent as part of the sequence are generated using the AI Template, maintaining consistency and personalization across all communications.

AI Templates in Edenreach are a powerful tool for enhancing your outreach strategy. By using these templates across different platforms like Sales Navigator and within your own Edenreach export folders, as well as in automated sequences, you can ensure a consistent, engaging, and efficient communication process. This capability not only streamlines your workflow but also strengthens your relationships with potential clients by providing them with tailored interactions that meet their specific needs and interests.