Email Outreach Automation with Alter

Video Tutorial

Initial Setup

Configure Your Profile

Before starting, ensure your AI has proper context:

1. Go to Settings > Profile
2. Fill out your information to give the AI context about who you are
3. This helps create more personalized and relevant email content

Required Integrations

• Gmail integration: Must be connected for draft creation
• File access: Needed to process CSV/data files

Step-by-Step Process

Prepare Your Data

1. Export your user data as a CSV file
2. Include relevant columns like:
   • Email addresses
   • Usage metrics (e.g., “launches in past 7 days”)
   • Any other segmentation data

Upload and Analyze Data

1. Add your CSV file to Alter (drag and drop)
2. Ask Alter to segment your users: “Create two cohorts of users based on their usage”
3. Alter will automatically analyze the data and create user groups (e.g., “High Engagement” and “Low Engagement”)

Generate Email Drafts

1. Request email creation for each cohort: “Create a draft in Gmail properly formatted to invite them for user interview, they get one month free for attending the interview”
2. Alter will:
   • Create distinct drafts for each user segment
   • Tailor messaging based on engagement levels
   • Automatically populate recipient email addresses
   • Format emails professionally

What Alter Automatically Handles

Data Segmentation

• Analyzes your CSV data
• Creates meaningful user cohorts
• Identifies engagement patterns

Email Personalization

• Tailors messaging for different user segments
• Adjusts tone based on user engagement level
• Maintains consistent branding and formatting

Gmail Integration

• Creates drafts directly in your Gmail account
• Populates recipient fields automatically
• Provides email details and summaries

Best Practices

Data Preparation

• Include clear column headers in your CSV
• Ensure email addresses are properly formatted
• Add relevant metrics for better segmentation

Effective Prompts

• Be specific about your campaign goals
• Mention any incentives or offers clearly
• Specify the tone and format you want

Review Before Sending

• Check the generated drafts in Gmail
• Verify recipient lists are correct
• Customize any specific details as needed

Example Use Cases

User Interview Invitations

• Segment trial users by engagement
• Offer incentives for participation
• Tailor messaging based on usage patterns

Customer Outreach

• Create different messages for active vs. inactive users
• Personalize offers based on user behavior
• Automate follow-up sequences

Product Updates

• Segment users by feature usage
• Customize announcements for different user types
• Target specific user cohorts with relevant updates

Troubleshooting

Common Issues

• No drafts created: Check Gmail integration status
• Wrong recipients: Verify CSV email column format
• Generic messaging: Ensure profile information is complete

Optimization Tips

• Use clear, descriptive prompts
• Provide context about your campaign goals
• Review and refine segmentation criteria

Time Savings

This automation typically reduces email campaign creation from hours to minutes:

• Manual process: 2-3 hours for data analysis, segmentation, and email writing
• With Alter: 3-5 minutes for the entire workflow

The feature is particularly valuable for recurring campaigns like weekly user interviews, monthly newsletters, or quarterly customer check-ins.