Storydoc's batch personalization feature enables efficient output in three steps:
- Uploading a data source: Excel/CSV files containing variable fields such as customer name, company, etc., or direct connection to the CRM system to get the data
- Setting up replacement rules: Mark the elements of the document that need to be personalized (e.g., '{{company name}}' placeholder), and the system automatically matches the corresponding columns of the data source.
- intelligent generation (religion): AI automatically adjusts content focus based on different customer attributes (e.g., adding product parameter pages for technical customers, enhancing ROI data for decision makers).
Advanced Tips: Combined with the 'Dynamic Module' feature, conditions can be set to display content (e.g., relevant cases are displayed only when the customer's industry = finance). Tests show that the customer open rate of personalized documents increased by 300%, and the average reading time increased by 2.8 times.
This answer comes from the articleStorydoc: The Smart Tool for Quickly Creating and Editing Interactive PresentationsThe
May not be reproduced without permission:AI productivity tools " Quickly batch generate personalized presentation documents
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