Automate Personalized Campaign Outreach with AI and Twilio/Email
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Streamline your campaign outreach by leveraging AI to generate personalized messages and automatically send them via SMS or Email. This workflow connects your Salesforce data to AI models for hyper-targeted communication.
About This Workflow
This n8n workflow revolutionizes how you connect with your audience during marketing campaigns. It intelligently fetches campaign details and member information directly from Salesforce. An advanced AI model, powered by OpenAI (GPT-4), then crafts personalized outreach messages tailored to each contact's preferred method (SMS, Email, WhatsApp, or Telegram). The workflow dynamically selects the communication channel based on contact data and ensures messages adhere to platform-specific character and content guidelines. Finally, it sends the personalized communication using Twilio for SMS or a configured SMTP for email, and updates Salesforce to mark members as processed, creating a seamless, automated loop for effective engagement.
Key Features
- AI-Powered Personalization: Utilizes GPT-4 to generate unique, engaging messages based on campaign descriptions and contact data.
- Multi-Channel Communication: Supports sending messages via SMS, Email, WhatsApp, and Telegram, intelligently selecting the best channel.
- Salesforce Integration: Seamlessly pulls campaign and member data from Salesforce and updates processed members.
- Dynamic Message Crafting: Adheres to character limits and specific formatting rules for each communication channel.
- Automated Workflow: Reduces manual effort in campaign outreach, allowing you to scale your marketing efforts.
How To Use
- Salesforce Credentials: Configure your Salesforce OAuth2 API credentials in n8n.
- OpenAI Credentials: Set up your OpenAI API key.
- Twilio Credentials: Connect your Twilio account with your credentials.
- Email Credentials: Configure your SMTP server details for sending emails.
- Fetch Campaign: The Salesforce node (
Fetch Campaign) should be configured to pull relevant campaign data. Adjust the SOQL query if needed. - Fetch Campaign Members: Connect the output of
Fetch CampaigntoFetch Campaign Members. Ensure theCampaignIdin the query is correctly referenced (e.g., using{{ $json.Id }}). - OpenAI Node Configuration: In the
OpenAInode, ensure thesystemprompt correctly defines the AI's role and desired output format. Theassistantprompt should dynamically pullContactMethod__c,Phone,Emailfrom your campaign members, andDescriptionfrom your campaign. - Communication Method Switch: Configure the
Communication Method Switchnode to route based on themethodoutput from the OpenAI node (SMS, Email, WhatsApp, Telegram). - Send SMS/Email Nodes: Connect the appropriate branches of the switch to the
Send SMS(Twilio) orSend Emailnodes. Ensure thetoandmessageparameters are correctly mapped from the OpenAI output. - Update Salesforce: Connect the output of either
Send SMSorSend Emailto theHTTP Requestnode. This node is configured to patch theCampaignMemberin Salesforce, marking it as processed. Ensure theIdis correctly referenced from theFetch Campaign Membersstep.
Apps Used
Workflow JSON
{
"id": "25749d08-d534-419d-a0fc-a6d522ecb034",
"name": "Automate Personalized Campaign Outreach with AI and Twilio/Email",
"nodes": 19,
"category": "Marketing",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 25749d08-d534...
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