Documentation

Quick start

PersonalizePro turns a list of leads into personalized cold emails. The core workflow takes a few minutes.

• Create a campaign from Dashboard → Campaigns → New Campaign.
• Add leads manually (Leads → Add Leads) or import a CSV (Leads → Import).
• Optionally attach a template (Templates → New) with placeholders like {{firstName}} and {{company}}.
• Open the campaign and use Preview & Send to review AI-personalized emails before they go out.

How personalization works

For each lead, PersonalizePro can analyze publicly available context (such as a website or social profile you provide) and draft a short, relevant opener. You always review a preview before anything is sent, and you can edit the subject and body inline.

Placeholders

Templates support simple merge fields that are replaced per lead.

• {{firstName}} / {{lastName}} — the lead's name
• {{company}} — the lead's company
• {{position}} — the lead's job title

Analytics

Dashboard → Analytics summarizes sent volume and engagement for your campaigns. Numbers update as campaigns are sent.