Use Sender Dynamic Variables

Overview

Sender dynamic variables enable you to populate your AI research prompts and custom prompts for pre-meeting insights with information specific to your product and company. Using these variables, you can automatically add basic details such as your name and email, along with specific information about your product such as value propositions and customer pain points.

Check out the following sections to learn more about sender dynamic variables.

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Update the AI Content Center

Apollo's AI relies on details you supply in the AI content center to customize and generate sender variables.

To update your AI content center:

1. Launch Apollo and click Settings > AI content center.
2. Edit your outreach strategy. At a minimum, address the required fields such as customer pain points and value proposition. Apollo's AI creates more effective content as you provide more details.

3. Select a contact to generate a preview based on your content updates.

With your AI content center updated, you're ready to use sender variables.

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Use a Sender Dynamic Variable in AI Research

To use a sender variable in an AI research:

1. Launch Apollo and click either People or Companies.
2. Use search filters to find and select the people or companies you want to target.
3. Click Run AI research and choose to use a template or a custom prompt.

4. Edit the AI prompt. Then, click { } and select Sender along the top.

5. Select the variables you want to populate in the prompt. To use variables generated by your AI content center updates, scroll to the Additional Information section and choose from the following options:
• Company or product name {{sender_company_name}}
• Company overview {{offering}}
• Additional context {{additional_context}}
• Customer pain points {{pain_point}}
• Value proposition {{value_proposition}}
• Call-to-action {{cta}}
• Primary competitors {{primary_competitors}}
• Product differentiators {{advantage_over_competitors}}
• Opt-out message {{opt_out_message}}

6. Save and run your AI research.

You have now used a sender dynamic variable in AI research.

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Use a Sender Dynamic Variable to Generate a Pre-meeting Insight

To use a sender variable to generate a custom pre-meeting insight:

1. Launch Apollo and click Meetings.
2. Access an upcoming meeting with an external participant.
3. Click Insights.

4. Click Edit template.

5. Click { }, and select Sender along the top.

6. Select the variables you want to populate in the prompt. To use variables generated by your AI content center updates, scroll to the Additional Information section and choose from the following options:
• Company or product name {{sender_company_name}}
• Company overview {{offering}}
• Additional context {{additional_context}}
• Customer pain points {{pain_point}}
• Value proposition {{value_proposition}}
• Call-to-action {{cta}}
• Primary competitors {{primary_competitors}}
• Product differentiators {{advantage_over_competitors}}
• Opt-out message {{opt_out_message}}

7. (Recommended) Click Preview to review the updated insight. Click Save in notes to turn the insight into a note that can be accessed again.

You have now generated a pre-meeting insight using sender dynamic variables.

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