AI Snippets and Personalization

Harness the power of AI to create dynamic, personalized content at scale.

AI snippets are RevvedUp's secret weapon for creating genuinely personalized outreach at scale. They transform static templates into dynamic messages that speak directly to each prospect's unique situation, challenges, and opportunities.

Understanding AI Snippets

What Are AI Snippets?

AI snippets are intelligent content generators that:

• Dynamically create unique content for each prospect

• Pull from multiple data sources to ensure relevance

• Maintain consistent quality while varying the message

• Adapt to context based on buyer and seller information

• Scale personalization across thousands of prospects

How They Work

1. Template Placement: You insert {{AI.KEY}} placeholders in your sequence

2. Data Gathering: RevvedUp pulls relevant information from multiple sources

3. AI Generation: Our AI creates unique content based on your prompt

4. Quality Control: Generated content passes through validation checks

5. Final Output: Personalized content appears in each prospect's sequence

The Power of Context

AI snippets don't just fill in blanks—they understand context:

• Company size, industry, and recent news

• Contact role, seniority, and likely priorities

• Your product benefits and success stories

• Connect directly with Revveal research

• Can be influenced based on selected company Resources

Creating AI Snippets

Step-by-Step Creation

1. Access the Builder

   • In your sequence template, locate the right sidebar

   • Find the "AI Snippets" section

   • Click "New Snippet"

2. Define Your Snippet

   • Key: Create a unique identifier (e.g., PAIN_POINT, SUCCESS_METRIC)

   • Element Type: Choose between Text or List

   • Prompt: Write clear instructions for the AI

3. Configure Output

   • Set length parameters

   • Choose data sources

   • Add resource connections

4. Generate and Test

   • Click "Generate AI Snippet"

   • Copy the AI Variable

   • Paste it into the sequence to start using the AI Snippet

Snippet Configuration Options

Element Types

Text Snippets

• Single blocks of dynamic content

• Ideal for sentences or paragraphs

• Length controlled by words, sentences, or paragraphs

• Perfect for observations, benefits, or insights

List Snippets

• Bulleted or numbered lists

• Great for pain points, features, or benefits

• Control number of items (min/max)

• Automatically formatted for readability

Length Controls

For Text Snippets:

• Words: Precise control (e.g., 10-20 words)

• Sentences: Natural breaks (e.g., 1-3 sentences)

• Paragraphs: Longer form (e.g., 1-2 paragraphs)

For List Snippets:

• Min Items: Minimum number of list items

• Max Items: Maximum number of list items

• List Type: Bulleted or numbered format

Data Sources

AI snippets pull from these sources to create relevant content:

• source_buyer_summary - Company description, news, size, and industry

• source_buyer_contact - Contact's role, seniority, department, and likely priorities

• source_persona - Role-specific challenges, objectives, and decision criteria

• source_seller_summary - Your company's overview, mission, and value proposition

• source_seller_benefits - Product benefits, unique value props, and ROI metrics

• source_seller_testimonials - Customer success stories and industry-relevant examples

Template Resources

Resources provide additional context for AI snippets:

1. Access Resource Management

   • Click "Manage" link in snippet creator

   • Or navigate to template resource slots

2. Add Resource Slots

   • Name the slot (e.g., "Case Study", "ROI Data")

   • Set as required or optional

   • Add description for clarity

3. Use in Snippets

   • Check resources in snippet configuration

   • Reference in prompts for richer content

   • Ensure campaign assigns actual resources

Inside of AI Snippets you are adding the resource placeholder. When you go to use this sequence inside of a campaign you'll select the resource(s) you'll want to use/consider for that slot. AI will pick the best matching resource, analyze the resource, determine how the resource is relevant for our outreach given the context, and use that resource as part of the content being generated.

Revveal Integration

Revveal is RevvedUp's research engine that powers our best sequences. It provides deep, real-time insights that make your outreach incredibly relevant.

Reference Revveal data directly in your AI snippets: <revveal-company-insights>, where company-insights is one of your revveal questions.

Example Prompt with Revveal:

"Based on <revveal-company-insights>, identify the most pressing challenge this company faces in scaling their sales team"

Our most successful sequences always connect to Revveal for maximum personalization.

Using Snippets in Templates

Basic Usage

Insert AI snippets using the {{AI.KEY}} syntax:

Hi {{BUYER.CONTACT.FIRST_NAME}},

I noticed {{AI.COMPANY_OBSERVATION}}.

Many {{BUYER.ACCOUNT.INDUSTRY}} companies struggle with:
{{AI.PAIN_POINTS}}

We've helped similar companies {{AI.SUCCESS_STORY}}.

Snippets are not included in the sequence writing until they are referenced inside of the message, like they are here for COMPANY_OBSERVATION, PAIN_POINTS and SUCCESS_STORY.

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Next Steps: Ready to fine-tune how AI writes? Continue to Writing Controls and Style to perfect your AI's voice, or explore Variables and Dynamic Content to combine AI with data-driven personalization.