Setting is one of the core personalization features in Leadsnavi. It helps you complete your personal and company profiles and configure intelligent preferences, allowing the system to better understand your identity, brand, and communication style when writing and sending marketing emails.
By completing this information, you not only enhance the professionalism and personalization of your emails but also leverage AI automation to complete your entire email marketing process more efficiently.
How to Access:
You can access this feature by clicking Email Setting on the Contact Detail page.
Profile Settings
Personal Information
- You can set up your personal details, including Honorific, Given Name, Middle Name, Family Name, Suffix, Sex, Job Title, and Bio.
- Among these, Given Name and Family Name are required fields. The system will use them to generate more natural and personalized greetings in your emails.
đź’ˇ Tip: You can also add a short Bio to introduce your professional background, work experience, or areas of interest. This helps recipients better understand who you are, building trust and improving response rates.
Company and Product Information
- In addition to personal details, you can also complete your company and product information. These details directly affect the professionalism and consistency of your email content.
- You can fill in fields such as Organization, Industry, Homepage, Company Introduction, Notes, and Offerings — with Offerings being a required field.
- Leadsnavi’s AI will automatically use this information to generate product highlights and key value descriptions in your email body, making your communication more engaging and persuasive
💡 Tip: A complete profile greatly enhances the personalization quality of the Write module. The more comprehensive your profile, the better AI can match your brand tone and communication goals—helping you build trust and improve conversions more efficiently.
Preference Settings
Preference defines your automation and intelligence preferences for email marketing. Leadsnavi provides several AI-powered settings that help you save time, improve deliverability, and optimize campaign performance.
Auto Import
- When enabled, the system will automatically detect and import parsed contact data, eliminating the need for manual imports. This significantly improves data update efficiency and ensures no potential contacts are missed—especially useful for teams that frequently perform bulk imports or synchronize external data sources.
Auto Approve Email
- When this feature is turned on, Leadsnavi’s intelligent system will automatically review, approve, and send AI-generated email content on your behalf.
- This allows you to achieve full email automation, ensuring quick outreach to potential customers while saving manual review time and improving team productivity. It is especially beneficial for sales and marketing teams that require fast, large-scale outreach.
đź’ˇ Tip: The system will only send emails automatically when they comply with your predefined templates and rules, ensuring consistent tone, brand style, and content quality.
Allow Unsubscribe
- This feature automatically adds a short “Not Interested” unsubscribe option at the end of each email. It helps improve your email deliverability and reduces the likelihood of being marked as spam.
💡 Tip: Always keep the unsubscribe option enabled—not only to comply with global email regulations but also to enhance your brand’s professionalism and build user trust.