FirstDraft for Email: Your AI-Driven Content Creation Tool

Streamline Your Email Writing with AI-Powered Drafts

Effortlessly create personalized and engaging email content with FirstDraft, an AI-powered content creation tool! FirstDraft eliminates writer's block and boosts productivity by writing in your unique voice and adapting to any context.

This guide will walk you through how to use FirstDraft to create compelling email content effortlessly. Follow along to get started!

1. Open the Email Builder: In your FMG account, navigate to the Email > Send Email section:
   
2. Activate FirstDraft: Click the "Write with AI" FirstDraft button within the email builder to launch FirstDraft:
   
   1. Enter Email Details: 
      
      
      1. Provide the necessary details about the email you wish to create. Some examples of prompts include:
         • "Write an email for my client, John, about the importance of 401(k)."
         • "I recently met with a prospective client, Annie, and would like to request feedback on our meeting."
         • "My client, Jacob, is retiring soon. Create an email congratulating him and explaining how I can assist during this transition."

1. 1. Select the Purpose:
      
      1. Choose the purpose of your email from the available options, such as:
         • Relationship builder
         • Educational content
         • Follow-up
         • Feedback request
         • Scheduling
         • Other
   2. Choose the Writing Style:
      
      
      1. Select a writing style that aligns with your brand or personal voice. Options include:
         • The Sage Guide
         • The Steady Captain
         • The Trusted Confidant
         • The Practical Optimist
         • The Achievement Partner
   3. Specify the Length: Determine the length of your email by selecting short, medium, or long.
2. Generate Content: Once you have filled out the form, click "Generate," and FirstDraft will create a complete email draft, including a subject line.
   
3. Manually Copy Content: Copy and paste the generated subject line and body into the email builder. 
4. Review and Edit: You can make additional edits or revisions to ensure the content meets your specific needs and preferences.
5. Schedule Your Email: When you’re done making edits, you can schedule your email like usual. 
6. Compliance Review: Like all custom email content, emails created using FirstDraft will be submitted to compliance for review before sending.

Tips and Best Practices

• Be Specific: The more specific you are in the additional context box, the better the AI can tailor the content to your needs.
• Experiment with Tones: Try different tone combinations to see which best fits your brand's voice.
• Leave Feedback: To help us enhance FirstDraft, click the thumbs up or thumbs down icon to provide feedback on the different versions.