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ChatGPT and Midjourney for CRM and Email Marketing – Instructions and Prompts

Alexandra Blake, Key-g.com
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Alexandra Blake, Key-g.com
16 minutes read
Cose IT
Settembre 10, 2025

Start with a tight контент-план for CRM and email marketing, and align prompts so each задача has a clear owner and measurable outcome. For every campaign, specify вопросы the bot should отвечать on and define metrics to drive успешного outcomes across segments and channels. If you want momentum from day one, test 2–3 prompt variants on a single audience before scaling.

Build a concise инструкция that covers roles, токенизации rules, and специальные формулировок tailored to your audiences. Use a shared template so командам и молодые teams can reuse prompts across emails, replies, and ads, maintaining consistency and tone. Include guidance on пиши clearly and on aligning prompts with unsubscribe and privacy requirements.

Prompts for CRM tasks – Here are примеры prompts you can copy-paste to start quickly: Draft a 150‑word cold outreach email for a mid‑market ICP with a subject line that boosts open rate; Generate 3 variants of a reply to a price inquiry in a friendly, professional tone; Create a lead-handling checklist to tag and route qualified prospects to the SDR. Add a tokenization layer to preserve naming conventions and enforce формулировок aligned with your brand voice. Suggest integrating these prompts into your daily tasks to help teams keep Ответы fast and precise.

Mid-visuals workflow – Use an image-generation tool to craft assets that complement email copy and landing pages. известно that visuals lift engagement; try prompts like /imagine a modern CRM dashboard shown on a monitor with clean typography and a blue brand palette e abstract geometric pattern with gold accents for email header. Pair each image with alt text that reflects the prompt’s intent to improve accessibility and sendability.

Notes for молодые команды – Start with 2 core sequences, then iterate weekly based on real results. рекомендуем keeping an инструкция that grows with you, and пишите feedback after each send. For командам, maintain a lean контент-план and a clear токенизации map, updating it quarterly to reflect new segments and channels. If you need tweaks, пиши – we’ll refine prompts to better support your CRM and email workflows.

Decision Tree Prompting Architecture for CRM Lead Scoring with ChatGPT

Architecture at a glance: The включается intake collects lead_id, company_size, industry, job_title, engagement_score, last_email_open, and last_purchase_potential. The особенно important Qualification node applies a compact set of criteria for fit, interest, and urgency, outputting a tag and a score delta. The Scoring node aggregates deltas into a final 0–100 score and returns a recommended next action. The Orchestration node routes the lead to Sales, Marketing, or Nurture, and writes the result back to the CRM. After each node, потом the flow proceeds to the next node. This architecture включает guard rails for missing data and uses explicit fallbacks if confidence is low.

Prompts and templates: Each node uses a шаблон with placeholders for lead fields. The промптом instructs ChatGPT on input expectations, scoring range, and output format. For consistency, return a numeric score (0–100) and a single next-step tag (e.g., “Qualify”, “Nurture”, “Close”) plus a brief justification. Use clear criteria e auditable language so humans can review decisions quickly. When data is missing, the prompt asks a clarifying question and records the answer in the CRM. This способ reduces back-and-forth and speeds up processing, особенно in volume campaigns.

Data model and rules: The lead record includes lead_id, company_size, industry, job_title, engagement_score, recent_email_clicks, last_purchase_potential (0–100), country, and product_interest. Each node references these fields and assigns a delta to the overall score. Scores are bound 0–100, and the final next-action aligns with the chosen thresholds. For a пиццы business, weight mobile-order engagement higher to capture purchase intent, and reward leads that show a clear покупку trajectory. The pipeline включает fallbacks for incomplete data and requests clarifications without stalling the flow.

Sample prompts for nodes: Qualification prompt: “You are a CRM scoring assistant. Given lead data: lead_id=, company_size=, industry=, job_title=, engagement_score=, last_email_open=, last_purchase_potential=. Determine lead_quality as High/Medium/Low; output a delta to the score and the next-step tag.” Scoring prompt: “Aggregate deltas from prior nodes and compute a final score between 0 and 100; provide a one-sentence justification.” Orchestration prompt: “Route lead based on score and next-step tag, and log the decision with timestamp.” Punctuation and data placeholders пишете for internal docs help maintainers, while покупку signals can be translated into action in the CRM. Всегда, создания modules remain consistent across campaigns, которым мы специализируемся.

Metrics to monitor: Track lift in MQL-to-SQL conversion by 8–15%, reduce time-to-score by 30–50%, and improve routing accuracy for high-priority leads by 15–25% within the first quarter. Monitor the frequency of clarifying questions (часто) and tune thresholds by market segment. Maintain auditable logs and compare performance across campaigns to identify further создать и пишете корректировки. The setup also supports experimentation with different weights for segments like пиццы, fashion, and SaaS, so you can validate gains without risking core processes.

Implementation steps (шагов): 1) Map data sources and data quality rules; 2) design the decision-tree prompts; 3) implement prompts for each node with the промптом of the template; 4) integrate with the CRM API and enable event logging; 5) run a pilot with 2–3 campaigns and collect feedback; 6) scale to all segments and products; 7) monitor results and adjust thresholds. Then, после начального пилота, analyse outcomes and iterate. Часто align the prompts with business metrics and tighten the phrasing where necessary.

Case: for a пиццы chain, prioritize leads who engaged with delivery offers and promo codes. If a lead opened a promo email and clicked “Order now,” bump score by 15–25 and route to Sales for a limited-time offer. Use the same architecture to drive cross-sell campaigns after a successful order. This practical example demonstrates how a компания can leverage a unified шаблон to convert interest into purchase decisions and expand clientele.

In our work, this approach helps нашей команде создавать repeatable processes for lead scoring. Сможете вводить данные, писать идею и создавать создания that scale across campaigns. We специализируемся на CRM и email-маркетинге, and this framework helps clients move from data to action, turning signals into productive conversations with клиентов. By making scoring transparent and adaptable, ваша команда сможет быстрее превращать лиды в возможности и покупки.

Prompts to Enrich CRM Data and Build Rich Customer Profiles with ChatGPT

Recommendation: use длинные prompts that specify a complete enrichment workflow and return structured data ready for ingestion by your CRM. Build a промпт-инжиниринг pattern that pulls from emails, chat transcripts, support tickets, web forms, and transactional logs, all in a repeatable формат. The approach aligns with promptperfect practices, ensuring consistent outputs across dozens of records. If signals are ambiguous, уточняйте the missing fields and request explicit validation rules. For задание, the prompt should define required fields, validation rules, and the preferred output schema.

To maximize пользу, invite a cross-functional team (пригласи коллег) to review prompts and adjust для задачи. Use бист flags to mark high-priority records and drive the обработки pipeline; designed outputs работают directly in CRM fields. Keep тексты concise, and ensure работа across formats–JSON, CSV, or CRM-native objects. This approach helps эти параметры data quality for сегментации and outreach of this этого проекта.

Structured Prompt Templates for Data Enrichment

Template A: Profile Enrichment – Input: customer_id; Output: JSON with name, email, segments, last_interaction, purchase_history, consent_status; Task: enrich profile with inferred interests and recent activity; Validation: if critical fields are missing, return a flag instead of nulls; Include a пометка о provenance and avoid duplicating existing records; включай only fields that CRM can store, and keep the response компактным.

Template B: Engagement Context – Input: customer_id, timeframe; Output: short narrative plus 2 actionable next steps; Focus: summarize тексты последних взаимодействий (support, email, chat) and suggest a single next action. Ensure this variant fits типичных CRM prompts, and mark any data that needs уточняйте clarification before processing further.

Implementation and Quality Checks

Implement an automated loop: send the prompts in batches, validate JSON against the CRM schema, and log mismatches for review. Track metrics such as data completeness rate, enrichment time, and alignment with segmentation goals. If outputs show inconsistencies, adjust the instruction set, add a constraint to reduce variability, and retry with the same customer_id to confirm стабильность. For teams, periodically приглашайте stakeholders to review outputs and adjust хоть несколько prompts to improve accuracy and usefulness, ensuring this тело работы remains reliable.

Personalization Rules for Email Campaigns: Decision Tree Prompts for Subject, Copy, and Timing

We recommend starting today with a three-path decision tree for Subject, Copy, and Timing, mapping signals to prompts and adapting after each send (сегодня). This approach covers простых and сложных сегментов, uses таблицы to visualize mappings, and highlights важность one cohesive framework for marketing across разных сетей в году.

Subject prompts – Build three branches: (один) for new leads, (разных сетей) for engaged contacts, and (пока) for inactivity. For each branch, generate 3 concise prompts touching benefit (пользе), curiosity, and credibility. Examples: (один) “Grow revenue with a simple tool”; “Save hours this week with faster onboarding”; “See how teams cut time by 30%”; (разных сетей) “What matters most to you this quarter?”; “Peers cut costs by 20% – you could too”; “Which feature wins for you in 2024?”; (пока) “We miss you – quick update inside”; “Last chance: new features you haven’t seen yet” ; “If you’re reviewing options, here’s a quick compare.” Always tailor by recipient signals and after last interaction (после) to avoid fatigue.

Copy prompts – For each Subject branch, craft 3 body variations: short, medium, long. Short emphasizes core benefit (пользе) in 2 sentences and a single CTA (один). Medium adds a proof point or micro-case (таблица or brief stat) and 1 supporting sentence. Long includes a customer story, 2 metrics, and a clear next step. Include practical details (включает concrete numbers), a relevant example, and a single, prominent CTA. Use простые формулировки для пиццы-диджитал аналогий – metaphoral clarity beats abstract jargon. For example: short: “Our tool speeds onboarding by 2x. Start a 14-day trial today.” medium: “Teams cut time by 42% using our onboarding flow. See a 2-page case study here.” long: “In a recent rollout, Company X reduced time-to-value from 28 days to 12 days, delivering $X ARR. Here’s the step-by-step plan and a link to the full story.” Each version includes a direct CTA and a line that reiterates value (пользе) in plain terms.

Timing prompts – Optimize send times with a three-layer rule: (1) after signal (после последнего взаимодействия) define a micro-window, (2) respect time zones and work hours, (3) test cadence by campaign stage. Recommended windows: 09:00–11:00 локального времени, 13:00–15:00, and 19:00–21:00, adjusting for региональных различий. If engagement is recent, send a follow-up within 24 hours; otherwise wait 3–5 days and test a different subject angle. Use (пока) a lighter copy to re-warm and avoid fatigue. Include a fallback to send during weekend slots when open rates historically rise in конкретных сетях;after testing, adapt timing by гудовые показатели (contrast with previous отправления) and track impact by cohort.

Metrics and benchmarking – Use a single source of truth (таблицы) to track open rate, click-through rate, and conversion by branch (один subject path, копия path, timing path). Expected uplift from personalization: open rate +8–15%, CTR +3–6%, unsubscribe rate ≤0.5%. Compare разный контент across разных сетях to identify which prompts work best in email streams and social channels. The цель – повысить вовлеченность без увеличения отписок, и это особенно полезно для года старта кампании (году).

Common pitfalls and how to avoid – Avoid generic prompts that look alike across segments (ошибок happen when слепое копирование). Don’t overlong subject lines; keep under 45 characters for primary lines. Ensure signals are up to date; stale data leads to mismatched prompts (пока). Be mindful of tone: overly aggressive offers alienate отвечающих из разных сетей. Maintain clear unsubscribe options to reduce негативный отклик и preserve trust (пользе). Avoid mixing too many long-form elements in rush campaigns; prioritize one clear value proposition per email and include простых, actionable next steps.

Examples of ready-to-use prompts

Subject (один): “Grow revenue with a simple tool”

Subject (разных сетей): “What matters most to you this quarter?”

Subject (пока): “We miss you – quick update inside”

Copy (short): “Our tool speeds onboarding by 2x. Start a 14‑day trial today.”

Copy (medium): “Teams cut time by 42% using our onboarding flow. See a 2-page case study.”

Copy (long): “In a recent rollout, Company X reduced time-to-value from 28 days to 12 days, delivering $X ARR. Here’s the step-by-step plan and a link to the full story.”

Timing: “Send at 09:00 local time; follow with a second touch at 13:00 if unopened; if opened, schedule a reminder after 24 hours with a new subject angle.”

Разные подходы и адаптация – Применяйте нейроскрайба и основанные на данных методы, но держите фокус на реалистичных сценариях годовой маркетинговой стратегии (году). Придумать гибкие правила позволяет адаптировать кампанию под конкретные рынки и сетевые каналы, занимать правильную нішу и минимизировать ошибки, особенно при работе с едиными (один) шаблонами и долгими (длинные) письме. Для разных сетей тестируйте, что срабатывает лучше: короткие или длинные письма, какие subject-линии работают в каких сегментах, и какtiming влияет на отклик. Рекомендуем держать рядом таблицы с метриками и сигнальными признаками, чтобы не упустить ни одной важной детали (важность).

Midjourney Prompt Strategy for Brand-Consistent Email Visuals and Headers

Start with a нейроскрайба-driven идею to align Midjourney visuals with your email-маркетинга branding. Build a core set of prompts that lock in your color palette, typography, and imagery style, so every image supports the same story across campaigns. This approach mirrors Skillbox guidance and scales across teams.

Define a central блок of prompts for headers and hero visuals. When you пишете each промптом, include clear указание to keep logo placement consistent, a concise слоган, and a readable overlay. Tie each asset to a template that respects the allocated бюджет проекта, ensuring outputs stay within the campaign budget.

Adopt a repeatable prompt syntax: for each asset, specify –ar 16:4 or –ar 4:5, –v 5, –q 2; lock in a brand-friendly style (photorealistic, editorial, or flat), and require a text layer with the слоган. Include изображение of your product or service context to guide composition. This system поможет each designer and copywriter to follow the strategy в этом проект.

For headers and hero blocks, craft a prompt with constraints: color palette, logo treatment, typography, and overlay contrast. The самая important rule is legibility: keep text overlays within a safe area and use high-contrast backgrounds so читатель notices the слоган immediately.

Starter prompts for cross-channel consistency: Prompt: “Brand header with logo left, слоган right, color palette with brand blues, clean sans-serif type, overlay with high contrast, 16:4 aspect, photorealistic, no extraneous elements, –ar 16:4 –v 5 –q 2”. Use these variants for instagram previews, email headers, and телеграм cards to maintain visual identity.

Quality control and iteration: run 3-5 variants per asset, debrief with the team в телеграм or Skillbox workspace, and refine with promptperfect. Track open rates, click-through, and image-driven engagement; adjust prompts to improve performance в этом месяце.

Workflow and collaboration: assign задание каждому участнику, provide clear указания in the prompt, and keep a shared gallery. Store successful prompts in a central knowledge base (для примера, Skillbox notes or a Telegram archive) so the next campaign starts faster.

Storage and reuse: catalog prompts by asset type (header, hero, thumbnail) and tag them с topics like instagram, электронной почты, слоган. This practice reduces ramp time, ensures consistency, and scales your email-маркетинга visuals.

Starter takeaway: a disciplined prompt kit reduces back-and-forth, lifts brand recognition, and frees time for copy adjustments. Implement these steps now to achieve cohesive visuals across headers и body images in every campaign.

End-to-End Workflow: From Ingested Data to Campaign Outputs via Decision Tree Prompts

Begin by wiring a single ingested data stream to a decision-tree prompt engine that outputs ready-to-run campaign assets. This approach clarifies your стратегию, accelerates iteration, and ensures every step is tightly connected to business goals.

Ingest and Normalize Data

Build a scalable ingest layer that pulls signals from CRM, сайта interactions, emails, and support tickets. Use a canonical schema with fields like user_id, timestamp, channel, event_type, and attributes. Apply deduplication, normalization, and privacy-preserving transforms to keep data clean. Add enrichment such as lifecycle_stage, segments, and propensity scores to surface users who matter most. Maintain a tight data dictionary and versioned mappings to support общие queries across teams. Each ingestion task (задание) should publish a validation badge: data completeness, field consistency, and privacy guardrails. Then, create a lightweight quality dashboard to track users, events, and видов engagement, so stakeholders can видеть реальное состояние данных и быстро перейти к анализу.

  • Source consolidation: CRM, website, emails, support, and product events.
  • Schema discipline: user_id, timestamp, channel, event_type, attributes.
  • Quality gates: dedupe, normalize, privacy guardrails.
  • Enrichment: lifecycle_stage, segments, propensity scores.
  • Validation: automated checks and a быстрый контракт перехода к следующему этапу.

Decision Tree Prompts and Campaign Outputs

Design a branching prompt taxonomy that drives content and visuals across видов маркетинга. Each branch outputs: 1) subject lines, 2) email body variations, 3) Midjourney prompts for visuals, and 4) labelling for A/B tests. Use нейросетями for copy and нейрочат-style guidance to shape tone, length, and compliance. Base branches on segments (new users, active users, lapsed users), lifecycle events, and channel preferences. Then, дайте возможность перейти (перейди) к активной генерации креатива, когда входящие данные удовлетворяют точные критерии. Ensure outputs align with the общие цели и обязательно reflect the most effective messaging strategies.

  1. Define branches: segment, objective, channel, and asset type. Example: if segment = “new buyer” and channel = “email”, generate onboarding sequence copy and a welcome visual prompt.
  2. Craft per-branch templates: subject lines (3 variants), body copy (two length options), and a Midjourney prompt for a relevant visual (1–2 variations).
  3. Annotate prompts: attach metadata (segment, objective, cadence, expected KPI) to each output for tracking.
  4. Quality checks: run a quick review for factual accuracy, brand tone, and legal compliance; if issues arise, loop back to the tree for revision.
  5. Deployment and feedback: push assets to CRM campaigns, email send queues, and visual libraries; monitor performance and feed results back into the ingest layer to improve future branches.

To move fast, start with a 무료/бесплатную trial of templates in internal campaigns, and then scale to broader audiences. Always aim for точные, repeatable outputs and maintain a clear, actionable link from data to campaign activation.

Quality Assurance: Testing, Guardrails, and Metrics for CRM and Email Prompts

Adopt a 2-week testing cadence with two to three prompt variants per segment and a clear decision rule: deploy the best-performing variant for the next cycle. Use promptperfect to validate prompts before publication and maintain a central контент-план that links prompts to CRM stages and email campaigns. Record results in a shared sheet with fields: prompt_id, segment, variant, objective, opens, clicks, replies, conversions, delivered_rate. For заголовках test two subject lines; for запросе define the data feed and include уточнения when data is missing. Track which elements опредeляют engagement and revenue impact and capture lessons for subsequent iterations.

Guardrails ensure messages stay compliant and respectful. Build rules around tone and content: no promises outside policy; exclude реквизиты PII; provide unsubscribe path; require an explicit opt-out for profiling prompts. Define реквизиты for segmentation and personalization, but keep to the minimum. If a required data point is missing (уточнения), prompt for clarification or skip personalisation. In the prompts, include a brief привет line to set warmth, and consider a short видео guide for new users to illustrate how prompts should be written. Use заголовках to reflect the content and keep контент-план aligned with продажное messaging.

Metrics to track include deliverability, open rate, click-through rate, reply rate, unsubscribe rate, conversions, and revenue per recipient. Define KPI categories per CRM and email campaigns, and establish formulas: Open rate = opens / delivered; CTR = clicks / delivered; Conversion rate = purchases / opens or purchases / clicks; Revenue per email = revenue / delivered. Set targets by industry–for example, deliverability above 98%, open rate 20–35%, CTR 2–6%, and a 5–15% conversion range on nurtured lists–while monitoring spam complaints to keep below 0.1%. Implement automatic alerts when any metric shifts by more than 15% week-over-week and use CRM and ESP dashboards to attribute outcomes to specific prompts. The уточнения collected from responses help refine what information is most valuable to пишиете prompts.

Run a quarterly swot-анализ on major prompt blocks to identify strengths, weaknesses, opportunities, and threats. Use these insights to tighten guardrails, clarify requests in the запросе, and expand тестированные комбинации. Link findings back to the контент-план to ensure новoго и релевантного контента подтверждается продажным подходом. Integrate brief video explainers (видео) for teams, demonstrate how prompts map to customer stages, and update training materials accordingly. This approach helps the team respond to changing buyer needs without sacrificing data quality or compliance.

Example structure for a CRM email prompt block:

– Prompt: “Draft a concise, personalized outreach message for {company} explaining how our solution reduces churn.”

– Заголовках A/B: “Boost ROI with {solution} – Learn more” vs. “See how {solution} drives results for {company}”

– Запросе: specify fields like {first_name}, {company}, {recent_interaction}, and optional {industry} to populate placeholders; include уточнения rules if data is missing.

– Requisitos (реквизиты): minimal data feed, unsubscribe flag, consent status, and last_contact_date.

– Контент-план alignment: ensure messaging matches новогого продукта и текущей кампании; вставьте примеры продажного языкового стиля.

– Guardrails: no guarantees beyond policy, no PII beyond fields defined, include clear unsubscribe option.

– Success criteria: quantified open rate, CTR, and a qualified lead rate within target ranges; if missing, trigger a prompt revision cycle.

– Insertion point (вставьте): placeholders for dynamic fields and fallback text.