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Forex CRM / Newsletters/AI Generation

AI Generation

Generate newsletter content using AI with customizable prompts.

Overview

AI Generation uses artificial intelligence to help create newsletter content. It can generate subjects, body text, and complete campaigns based on your prompts.

Accessing AI Generation

When creating a campaign, look for the Generate with AI option or AI button.

How It Works

1. Provide a Prompt

Tell the AI what you want:

  • Topic or theme
  • Target audience
  • Tone and style
  • Key points to include

2. AI Generates Content

The AI creates:

  • Subject lines
  • Email body content
  • Call-to-action text
  • Structure and formatting

3. Review and Edit

Always review generated content:

  • Check accuracy
  • Personalize messaging
  • Adjust tone
  • Add specific details
💡
TipBe specific in your AI prompts -- include the topic, target audience, desired tone, and key points you want covered. The more detail you provide, the better the generated content will match your needs.
⚠️
WarningAlways fact-check AI-generated content before publishing. AI can produce plausible-sounding but inaccurate information, especially regarding statistics, dates, regulations, and product-specific details.

Writing Effective Prompts

Good Prompt Example

Write a newsletter for forex traders about our new MT5 platform features.
Tone: Professional but friendly
Include: 3 key benefits, a call-to-action to try demo
Audience: Experienced traders

Elements of Good Prompts

  • Specific topic: What the email is about
  • Target audience: Who will read it
  • Tone: Professional, casual, urgent, etc.
  • Key points: What must be included
  • Length: Brief, detailed, etc.
  • Goal: What action you want readers to take

Weak Prompts to Avoid

  • "Write an email" (too vague)
  • "Make it good" (not specific)
  • "Newsletter about stuff" (unclear topic)

Use Cases

Promotional Emails

Create a promotional email for our summer sale.
25% off all trading fees for new accounts.
Urgent tone, limited time offer.

Educational Content

Write an educational newsletter explaining margin trading basics.
Target audience: beginner traders.
Include examples and safety tips.

Company Updates

Write a company update announcing our new mobile app.
Friendly, excited tone.
Include download links and key features.

Event Invitations

Create an invitation for our upcoming webinar.
Topic: Advanced Trading Strategies
Date: [Date]
Include registration link and speaker bio summary.

Best Practices

Do

  • Review all generated content
  • Add personal touches
  • Fact-check information
  • Customize for your brand voice
  • Use as a starting point

Don't

  • Send without reviewing
  • Trust sensitive data generation
  • Rely solely on AI for compliance text
  • Skip proofreading
  • Use for highly technical accuracy

Editing AI Content

Common Edits

  • Add specific product/service names
  • Include actual links and dates
  • Personalize greetings
  • Adjust industry terminology
  • Add compliance disclaimers

Maintain Brand Voice

  • Check tone consistency
  • Use your standard greetings
  • Follow company style guide
  • Match previous communications

AI Settings

Configure AI behavior in Settings > AI:

  • Default tone preferences
  • Content guidelines
  • Generation parameters
  • Custom instructions

Tips for Better Results

Be Specific

More detail in prompts = better output

Provide Context

Tell AI about your audience and brand

Iterate

If first result isn't right, refine your prompt

Combine Methods

Use AI for draft, manual editing for polish

Limitations

AI may not be suitable for:

  • Legal or compliance text
  • Highly technical accuracy
  • Real-time data or statistics
  • Confidential information
  • Regulated content

Always have appropriate review processes for these areas.

Next Steps

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Templates
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Settings