The Marketing draft panel in AI assistant writes a first draft of an email or a text message. It’s part of the Premium plan.
Write a draft
- Pick the channel. Choose Email or SMS.
- Describe the goal. The Goal is required, for example inviting past customers to an open house.
- Add context. Fill in Audience (description) and Tone. Describe people rather than listing them: email addresses and phone numbers are removed before the request is sent.
- List the key facts. Put offers, dates and details in Key facts. The draft uses these facts, your basic profile details and your company knowledge.
- Choose Write draft. For an email, you get a subject, preview text and the message.
Use the draft
Choose Use in a new campaign to open it in Marketing, or Copy text. In the campaign editor, the {sender_name} placeholder is replaced with your company name (or your name), so check it before saving. An SMS draft may be shortened to fit the SMS limit.
It’s only a draft. Check every fact, date and offer before you use it. Sending still needs opted-in recipients and approval in campaigns. See Email and SMS campaigns.