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Bulk Content Generation with CSV Uploads
Bulk Content Generation with CSV Uploads

Autobound's Bulk Content Generation enables mass email personalization by integrating with sales tools to create unique messages for each prospect.

Joyce Frias avatar
Written by Joyce Frias
Updated over a month ago

Overview

Autobound's Bulk Content Generation feature allows for mass personalization of outreach emails. It dynamically generates a unique, personalized email for each prospect by analyzing data across the web, ensuring your first point of contact is impactful and tailored to each individual.

For a visual guide, watch our video tutorial or explore our interactive demo to learn how it works.

Setting Up Your Sales Engagement Tool

Before using Autobound's Bulk Content Generation, you need to configure your sales engagement tool for seamless integration.

Steps for Setup:

  1. Create a Custom Field

    • Navigate to the prospect-level settings in your sales engagement tool.

    • Create a new custom field called {{autoboundContent}}.

    • This field will be used by Autobound to import personalized emails for each prospect.

  2. For platform-specific guides on setting up custom fields, refer to:

  3. Create a Template Using the New Custom Field

    • In your sequence, create a template that includes the {{autoboundContent}} variable.

    • We recommend replacing the first email step in the sequence with this custom variable.

    • This variable works similarly to other common variables like {{firstName}}.

4. Ensure Proper Permissions

  • Typically, an admin or user with advanced privileges needs to perform this setup.

  • If you don't have the necessary permissions, contact your admin for assistance.

Once set up, your entire team can leverage Autobound's Bulk Content Generation for personalized outreach at scale.

Using Bulk Content Generation

After setting up your sales engagement tool, follow these steps to use Autobound's Bulk Content Generation:

  1. Access the Feature

    • Go to Autobound's Bulk Content Generation page.

  2. Upload Prospect List

    • Prepare a CSV file containing your prospect list.

    • Ensure each prospect has either an email or LinkedIn URL for personalization.

    • Upload the CSV file to Autobound.

  3. Autobound's Processing

    • Autobound will research each prospect and their company using our vast dataset of insights.

    • A personalized email will be generated for each prospect.

    • Results will be compiled into a CSV format.

  4. Import Back into Your Sales Tool

  • Download the CSV file from Autobound.

  • Upload this file into your sales engagement tool.

  • Map the column titled "Email 1 (html) UPLOAD THIS" to the {{autoboundContent}} custom field you created.

  • This column contains the HTML version of the personalized emails.

  • Important Note: You may notice odd symbols and formatting in this column when viewing the CSV. These are intentional and necessary. They represent HTML tags and entities that preserve proper formatting, paragraph breaks, and styling when the content is imported back into your system. Do not modify or remove these symbols, as they ensure your emails appear correctly formatted in your sales engagement tool.

5. Add Prospects to Your Sequence

  • Add the prospects from the CSV to your Autobound-enabled sequence in your sales tool.

  • The system will dynamically populate the personalized email content for each prospect.

Here are a handful of system-specific videos you can review on using Bulk Content Generation.

Best Practices

  1. Quality Data: Ensure your CSV file contains accurate and up-to-date prospect information.

  2. Test Run: Before a large-scale campaign, run a small batch to verify the process and content quality.

  3. Review Content: Randomly sample generated emails to ensure they meet your standards.

  4. Update Regularly: Refresh your prospect data and Autobound insights regularly for the most relevant personalization.

  5. Combine with Sequencing: Use Bulk Content Generation in conjunction with Autobound's sequencing features for a comprehensive outreach strategy.

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