Actions are the email messages that Gem-E generates. We offer 7 pre-built messages initially with options to customize additional actions.
Setup Steps
To view Actions:
- Select ‘Gem-E’ in the left menu bar
- Select ‘Actions’ at the top of the page
Customizing Actions
Actions have 3 components:
- Hard coded text / plain text = I am writing something there and it will be that way in every email
- Example: Hi
- Variables: this is from CRM or UserGems
- Example: {First Name}, {Company Name}, {Your Company Name}
- AI Snippet: this will generate dynamically based on the Signal Snippets that are provided by default out of the box or customized by you/customers
- Example: {insert persona pain point and problem we solve for Sales leaders}
Email Structure
Emails can follow any structure. Here's an example structure you could start with:
Hi {First Name},
[Opener]
[Value]
[Closer]
[PS]
Adding and Customizing Snippets
To add or customize snippets, start by typing “/” then searching for the snippet you’d like to add.
By default, Variables show first so tapping the right arrow on your keyboard will navigate you into AI Snippets if that’s the snippet you want.
There is no requirement to add plain text between AI snippets. For example, you can have an entire email generated by AI.
To have more control over the snippets, you’re also able to guide with plain text:
