Your Autobound account comes preloaded with a database of high quality sales copy, built into Snippets. This “starter pack” of snippets will be customized to your value proposition and target personas before during the initial phase of onboarding, typically before you access your account at all.

Jump to:

- Snippet sections

- Refreshing snippets & accessing the eligible snippet list

- Creating and enhancing snippets using the Snippet Editor

- When to save as new, vs overwrite

- Variable fields

- Personalization reminders

Snippet sections

In any campaign Autobound suggests, you’ll find 6 snippet sections. These sections come together to formulate a compelling, coherent email. They are:

  1. Subject - Follow up & idea for {{companyName}}'s partnership

  2. Greeting - Hi {{contactFirstName}}

  3. Opener - Saw {{companyName}}'s latest partnership on {{insightSource}} and...

  4. Pitch - {{userCompanyName}}'s {{offeringCategory}} empowers teams like...

  5. Call to Action - What's your availability like for 10am Monday or 2pm...

  6. Signoff - Best, {{userFirstName}}

Refreshing snippets & accessing the eligible snippet list

For any given campaign Autobound suggests, it’s more than likely that multiple snippets in a single snippet section are eligible to be suggested.

To navigate through currently suggested snippets, users can click the refresh icon (which auto-loads the next highest scored snippet), or the scissors icon (which pulls up a full list of eligible snippets).

Snippets can be saved to one, or many, insights. The more insights (and the higher the score of those insights) a snippet is associated with, the more likely that snippet will be suggested first.

As an example, snippet A “congrats on the funding round” and snippet B “how to ramp SDRs faster following a funding round” would both be great subject lines. Snippet B references a (1) funding round and (2) hiring SDRs, whereas snippet A only references a funding round. Because of this, it’s more than likely that snippet B would appear first in a suggested campaign.

Creating and enhancing snippets using the Snippet Editor

For a video tutorial, click here. To learn more about insights, click here.

Clicking into the edit icon on the snippet toolbar, opens the snippet editor. Here, you’ll see the snippet template version of the snippet, which is the “raw” version of that snippet.

Similar to how Autobound shows a list of used vs. unused insights when you first click into a suggested campaign (see Image A below), users also see used vs. unused insights within the snippet editor (see Image B). When expanding an insight’s section in the Snippet Editor, you'll reveal things:

  • The insights that have been saved to that snippet. You can stack insights together using boolean logic.

  • Insights that are “true” for the contact being suggested. Insights that are already saved to the snippet are blue, and will be marked with a green check icon. Insights that aren’t saved to the snippet, but are “true” for the contact, show as gray with no check icon.

Image A:

Image B:

So what's this telling us?

In this example, we only know that there’s one news event insight being used, and no technology insights being used. We've hidden persona and job opening insights in this example for simplicity's sake, though the same functionality extends to those insight types as well.

This above subject line does reference the prospect's funding round, but not the fact that they're also using Salesloft. This gives the user the ability to build an even better subject line, like "How to increase Salesloft cadence quality following an M&A", which other users would see suggested in their future campaigns as well.

In this example, we'd save the snippet as new. Here's why.

Save as new vs. overwrite

There are two ways to save snippets, either Save as new, or as an update to the existing snippet (overwriting). It's important to understand the implications for both.

  • Save as new

    • When to save as new: You've modified the text of an existing snippet. You've also likely added new Persona rules, Trigger rules, or Insight rules to an existing snippet. You want to save the changes you've made, but you still want to have the previous version available in your account. You want a variety of messaging options for the same situation a campaign may be suggested for. So when you hit the refresh wheel, the Autobound user has a different voice/positioning.

  • Overwrite

    • When to overwrite: You're enhancing an existing snippet and want to overwrite the previous version with your new changes. The previous version will not be shown in future suggestions, given it's now been overwritten. Oftentimes, you'll just be enhancing the text of a snippet when you choose to overwrite, rather than adding, modifying, or removing the rules associated with a snippet.

    • Note: If you overwrite a snippet after changing the rules, the previous snippet will no longer be available for suggestion in future campaigns. Always make sure you have at least one snippet per snippet section that has zero rules on it. This will ensure you always have content that is suggestible for any contact.

Best practices

  • When powerful insights are active (aka true) for a contact being suggested, but aren’t yet used in any of your snippets, you should enhance your existing snippets with messaging that’s relevant to those insights, then save as new.

  • Let’s imagine insights A, B and C are all eligible for contact being suggested. The opener snippet is already associated to insight A, but not insights B or C. If it makes sense, enhance the opener snippet with messaging that’s relevant to insights A, B and C, and save as new.

  • When you see text in a snippet that you think you can level-up, do so and overwrite. Sharpening existing content is as important as creating new content!

  • Keep in mind, that inside of a Suggested Campaign, Snippets in various sections (e.g. Subject line vs Pitch) may be referencing different insights. Be sure when writing Snippets with new insights, that the Snippet would be legible and coherent when associated around other Snippets (like the Call to Action or Opener).

  • Become a master of insight scoring! To better understand how insight scoring influencing suggested campaigns, click here.

Understanding how to create and modify the sales messaging in your account will enable you to consistently engage the hottest prospects with the best messaging at the right time.

Watch our Co-Founder, Kyle Schuster, create and modify Snippets.

Variable fields

Within a snippet template, you’ll see the raw text which may include variable fields. There are 5 types of variable fields:

  1. Contact

    1. Source: CRM or CSV

    2. Examples: First name, last name, job title

  2. Account

    1. Source: CRM or CSV

    2. Examples: Account name, industry

    3. Note: The Account name field is often quite dirty in our user’s CRMs. As such, Autobound will usually suggest a “cleaner” version from our database

  3. Insight

    1. Source: white-labeled 3rd party data

    2. Examples: amount of money raised, article source, article URL, name of acquired company

    3. Note: if insight variables, like {{insightAcquiredCompany}}, are incorrectly saved to a 3rd party insight like “won award”, they won’t populate properly in a suggested campaign. Instead, this text will show in red, and users will be unable to approve the suggested campaign until the error is fixed.

    4. User

      1. Source: Autobound’s settings page

      2. Examples: First name, company name

    5. Misc

      1. Source: Autobound settings (no user input needed though)

      2. Examples: {{today}}, {{businessDay2}}

Personalization reminders

Personalization reminders (aka comment variables) can be built into a snippet using the following format:

{{> TEXT GOES HERE }}

or as an example {{> pain points from previous closed lost opportunity}}

Personalization reminders will appear auto-highlighted in blue. They're a great way to prompt yourself, or your team, to do further digging & personalization.

personalization reminders in autobound

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