AI Assistant for email authoring
As the Marketing industry becomes more competitive, brands are seeking efficient ways to generate impactful content quickly and efficiently. AI Assistant for email authoring in ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition is ÃÛ¶¹ÊÓƵ’s AI-powered content generation capability that revolutionizes the way marketers create professional and brand-consistent email content. With advanced GenAI models and deep understanding of brand guidelines, AI Assistant auto-generates personalized, engaging, and effective content based on the marketing objective with content optimized for brand outlined styles, layouts, tone, and more. AI Assistant makes the creation and execution of email marketing campaigns intuitive, simple, and hassle-free. Adding this capability to your workflows can save you time, improve efficiency, and drive better results.
This new capability provides a prompt-based text generation, full email generation, and content generation within email structures. Images are not generated, but are recommended from within the catalog of images in the input brand asset to the model. You can also use this capability to generate optimal subject lines and preheaders to impact the open rate.
Guidelines and limitations
Before you get started with AI Assistant in ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition for email content generation, review these guidelines:
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The marketing objective/prompt that you define is a key determinant of the quality of the generated content. Use a well-defined prompt for the GenAI model to interpret accurately.
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Upload brand assets to have accurate, on brand content. Without these assets, content is based on publicly available information.
- The uploaded assets can be in the following formats: PDF, JPEG, PNG, or ZIP files (containing supported file formats).
- The maximum size for an uploaded brand asset is 50 MB. Larger files or large quantities of images may work, but the processing time is increased.
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Use ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition authored email templates, preferably the built-in or sample templates, a brand specific template, or custom template to create your email content. Email templates with up to eight to ten images are recommended.
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Make sure to report any problematic output using the thumb down or flag icons against a generated variant.
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Your use of AI Assistant is subject to the .
The following limitations apply to AI Assistant in ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition for email content generation:
- English is the only supported language.
- It is only available for the email channel.
- GenAI content might not be accurate — share your feedback so that ÃÛ¶¹ÊÓƵ engineers can refine the models.
- You can upload multiple brand assets, but can leverage only one for a specific generation.
Prompt Library
An effective prompt is essential for generating the best possible content. If you need assistance with crafting your prompt, access the Prompt Library. This library provides a diverse range of prompt ideas to improve the content generation.
Select the prompt that best reflects your intended goals and add the needed values that specify your brand, offering, campaign, and use cases.
Buying group roles
ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition offers five standard B2B buying group roles out-of-the-box. Each buying group role has a distinct messaging focus:
Pricing
Technical integration details
Product features and functions
Ease of implementation
Subject matter expertise
Competitive advantages
Financial value (RoI)
Customer stories
Product features and functionality
Product compatibility
Ease of product integration
Thought leadership content
Customer stories
Choosing one of these buying group roles automatically customizes the output based on the characteristics and topics of interest for each of these roles.
Generate email properties with AI Assistant
When you add an email action to an account journey, you define a set of email properties that are used for sending the email. AI Assistant can help achieve better email engagement by generating recommended content for the email subject line and preheader.
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Create an email from an account journey or open an existing email from a journey node.
The email preview page is displayed with the Email properties on the right.
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Select any of the following tabs to learn how to use AI Assistant in your email property authoring.
The following steps describe the task sequence for using AI Assistant to generate an optimized subject line for your email:
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In the Email Properties, click the AI Assistant icon (
The AI Assistant pop-up opens with the generation settings for the email subject line.
Depending on the email content that is associated with the email or how you want to use the subject line to fit your purpose, there are a couple of options for generating subject line text:
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You can immediately click Generate without a prompt or a brand asset to use the existing email body as the context for subject line generation.
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(Recommended) You can provide a prompt, brand asset, and other setting values to provide context for generating the most optimal subject line text for your needs. (Steps 2 through 7)
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In the Prompt  field, enter a description of what you want to generate.
Use the Prompt Library if you need some help with crafting an effective prompt.
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Specify a brand asset that contains content to serve as the source for the text generation.
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Select the asset from the catalog.
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°ä±ô¾±³¦°ìÌý Upload brand asset  to add the brand asset file.
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Scroll if needed and select the Buying group role to use as the target audience for the generated text.
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If needed, use the messaging options to tailor your content:
- Communication strategy - Choose the most suitable communication style for your generated text.
- Language - Select the language in which you want your content to be generated.
- Tone - Choose a tone that resonates with your audience. If you specify that you want to sound informative, playful, or persuasive, AI Assistant can adapt the message accordingly.
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If needed, use the slider to set the desired length of text to be generated.
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Change the Use emojis option (on or off) according to your preference.
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When your prompt and settings are ready, click Generate.
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Scroll the AI Assistant panel and browse through the generated variations to determine which one is the best fit.
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°ä±ô¾±³¦°ìÌý Preview  to view a full-screen version of a selected variation.
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Provide feedback for the generated variants by clicking the Thumbs Up, Thumbs Down, or Flag icon and choose the reason that best summarizes your feedback.
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Navigate to the Refine  options within the Preview window to access additional customization features:
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Use as reference content - Select this option to use the variant as the reference content for generating other results.
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Rephrase - AI Assistant can rephrase your message in different ways, keeping your writing fresh and engaging for diverse audiences.
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Use simpler language - Leverage AI Assistant to simplify your language, ensuring clarity and accessibility for a wider audience.
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Click Select to replace the subject line text with the selected variant and return to the email properties.
An email preheader is the short summary text that follows the subject line when an email is viewed in the inbox. It is an optional element for an email, but a great opportunity to improve engagement. The following steps describe the task sequence for using AI Assistant to generate an optimized preheader for your email:
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In the Email Properties, select the Preheader checkbox and click the AI Assistant icon (
The AI Assistant pop-up opens with the generation settings for the email preheader.
Depending on the email content that is associated with the email or how you want to target the email, there are a couple of options for generating the preheader:
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You can immediately click Generate without a prompt or a brand asset to use the existing email body as the context for preheader generation.
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(Recommended) You can provide a prompt, brand asset, and other setting values to provide context for generating the most optimal preheader for your needs. (Steps 2 through 7)
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In the Prompt  field, enter a description of what you want to generate.
Use the Prompt Library if you need some help with crafting an effective prompt.
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Specify a brand asset that contains content to serve as the source for the text generation.
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Select the asset from the catalog.
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°ä±ô¾±³¦°ìÌý Upload brand asset  to add the brand asset file.
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Scroll if needed and select the Buying group role to use as the target audience for the generated text.
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If needed, use the messaging options to tailor your content:
- Communication strategy - Choose the most suitable communication style for your generated text.
- Language - Select the language in which you want your content to be generated.
- Tone - Choose a tone that resonates with your audience. If you specify that you want to sound informative, playful, or persuasive, AI Assistant can adapt the message accordingly.
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If needed, use the slider to set the desired length of text to be generated.
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Change the Use emojis option (on or off) according to your preference.
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When your prompt and settings are ready, click Generate.
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Scroll the AI Assistant panel and browse through the generated variations to determine which one is the best fit.
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°ä±ô¾±³¦°ìÌý Preview  to view a full-screen version of a selected variation.
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Provide feedback for the generated variants by clicking the Thumbs Up, Thumbs Down, or Flag icon and choose the reason that best summarizes your feedback.
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Navigate to the Refine  options within the Preview window to access additional customization features:
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Use as reference content - Select this option to use the variant as the reference content for generating other results.
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Rephrase - AI Assistant can rephrase your message in different ways, keeping your writing fresh and engaging for diverse audiences.
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Use simpler language - Leverage AI Assistant to simplify your language, ensuring clarity and accessibility for a wider audience.
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Click Select to replace the preheader with the selected variant and return to the email properties.
Generate email body content with AI Assistant
After you create and personalize your email, use AI Assistant in ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition, powered by generative AI to elevate your email body content to the next level.
In the email designer, AI Assistant can help you optimize the impact of your deliveries by generating the full email body, targeted text content, and recommendations for images that resonate with your audience. This optimization of your email campaigns is designed to produce better engagement.
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Create an email from an account journey and click Open Email Designer or Add Email Content.
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Select and open an email template in the visual email designer.
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Personalize the email as needed for the journey node.
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Select any of the following tabs to learn how to use AI Assistant in your email body content authoring.
The following steps describe the task sequence for using AI Assistant to refine an existing email template:
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In the email designer, access the AI Assistant menu by clicking the icon (
The AI Assistant settings on the right reflect Generation settings (full email).
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In the Prompt  field, enter a description of what you want to generate.
Use the Prompt Library if you need some help with crafting an effective prompt.
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Specify a brand asset that contains content that can provide additional context for AI Assistant.
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Select the asset from the catalog.
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°ä±ô¾±³¦°ìÌý Upload brand asset  to add the brand asset file.
This input asset serves as the source for content generation and image recommendation within the email.
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Select the Buying group role to use as the target audience for the email communication.
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If needed, use the messaging options to tailor your content:
- Communication strategy - Choose the most suitable communication style for your generated text.
- Language - Select the language in which you want your content to be generated.
- Tone - Choose a tone that resonates with your audience. If you specify that you want to sound informative, playful, or persuasive, AI Assistant can adapt the message accordingly.
- Content type - Choose an option that reflects the nature of the visual elements. This setting distinguishes between different forms of visual representation such as photos, graphics, or art.
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When your prompt is ready, click Generate.
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Scroll the AI Assistant panel and browse through the generated variations to determine which one is the best fit.
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°ä±ô¾±³¦°ìÌý Preview  to view a full-screen version of a selected variation.
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Provide feedback for the generated variants by clicking the Thumbs Up, Thumbs Down, or Flag icon and choose the reason that best summarizes your feedback.
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Click Select to replace the template contents with the selected variant and return to the email designer.
In the email designer, you can use the editing and formatting tools on the canvas to alter the content, as well as the Settings and Style options on the right.
The following steps describe the task sequence for using AI Assistant to refine or enhance the text content for an existing email:
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In the email designer, access the AI Assistant menu by clicking the icon (
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Select a Text component to target the specific content.
The AI Assistant settings on the right reflect Generation settings (text).
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In the Prompt  field, enter a description of what you want to generate.
Use the Prompt Library if you need some help with crafting an effective prompt.
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Specify a brand asset that contains content to serve as the source for the text generation.
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Select the asset from the catalog.
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°ä±ô¾±³¦°ìÌý Upload brand asset  to add the brand asset file.
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Select the Buying group role to use as the target audience for the generated text.
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If needed, use the language and messaging options to tailor your content:
- Communication strategy - Choose the most suitable communication style for your generated text.
- Language - Select the language in which you want your content to be generated.
- Tone - Choose a tone that resonates with your audience. If you specify that you want to sound informative, playful, or persuasive, AI Assistant can adapt the message accordingly.
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If needed, use the slider to set the desired length of text to be generated.
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When your prompt is ready, click Generate.
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Browse through the generated Variations  and click Preview  to view a full-screen version of the selected variation.
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Navigate to the Refine  options within the Preview window to access additional customization features:
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Use as reference content - Select this option to use the variant as the reference content for generating other results.
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Elaborate - AI Assistant can help you expand on specific topics, providing additional details for better understanding and engagement.
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Summarize - Lengthy information can overload email recipients. Use AI Assistant to condense key points into clear, concise summaries that grab attention and encourage them to read further.
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Rephrase - AI Assistant can rephrase your message in different ways, keeping your writing fresh and engaging for diverse audiences.
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Use simpler language - Leverage AI Assistant to simplify your language, ensuring clarity and accessibility for a wider audience.
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When you have the content that you want, click Select to replace the text with the selected variant and return to the email designer.
In the email designer, you can use the editing and formatting tools on the canvas to alter the text, as well as the Settings and Style options on the right.
You can use AI Assistant to optimize and improve your assets and ensure a more user-friendly experience. The following steps describe the task sequence for using AI Assistant to enhance the image content of the email:
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Access the AI Assistant menu by clicking the icon (
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Select an Image component to target the specific content and access the AI Assistant menu.
The settings on the right reflect Generation settings (image).
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To fine tune the asset, enter a description of what you want in the Prompt field.
Use the Prompt Library if you need some help with crafting an effective prompt.
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Click Upload brand asset to add any brand asset containing content that can provide additional context for AI Assistant.
If the needed asset is already available, expand Uploaded brand assets and select the asset.
Your prompt must always be tied to an existing asset.
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Use the image settings to refine your prompt:
- Aspect ratio - This setting determines the width and height of the asset. You have the option to choose from common ratios such as 16:9, 4:3, 3:2, or 1:1, or you can enter a custom size.
- Color & tone - This setting influences the overall appearance of the colors within an image and the mood or atmosphere that it conveys.
- Content type - This setting categorizes the nature of the visual element, distinguishing between different forms of visual representation, such as photos, graphics, or art.
- Lighting - This setting adjusts the lightning present in an image, which shapes its atmosphere and highlights specific elements.
- Composition - This setting determines the arrangement of elements within the frame of an image.
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When you are satisfied with your prompt configuration, click Generate.
AI Assistant processes the request and recommends the best suited images from within the input brand asset and based on the prompt and other inputs.
note important IMPORTANT If there are no images in the input brand asset or there are no images relevant to the input prompt, the output is empty. -
Browse through the Variations and select the one that is the best fit for the email.
To view a full-screen version of the selected variation, click Preview.
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Highlight the image that you want and click Select to replace the image or placeholder with the selected item and return to the email designer.
In the email designer, you can use the editing and formatting tools on the canvas to alter the content, as well as the Settings and Style options on the right.