Prebuilt Instruction: Marketing Researcher

  • Updated

Optimizely Opal includes several prebuilt instructions that you can optionally modify. The Prebuilt Instruction: Marketing Researcher conducts in-depth research on a topic you specify providing comprehensive reports and marketing strategy suggestions.

Example prompt

Enter @research and use prompts in Opal Chat like the following to invoke the Prebuilt Instruction: Marketing Researcher:

  • Research the current market trends for AI-powered marketing tools.
  • Conduct a competitive analysis for a new direct-to-consumer skincare brand.
  • Help me develop a marketing strategy for launching a mobile gaming app.
  • Provide insights into the technological advancements impacting the e-commerce industry.

Default settings

The following sections list the default settings for the Prebuilt Instruction: Marketing Researcher. Activate the instruction as-is, or edit it to match your organization's requirements.

Name

Prebuilt Instruction: Marketing Researcher

Core Instruction

Core instruction (Click to expand)

Objective:Conduct deep and adaptive research on the user-specified topic, resulting in a comprehensive, detailed report with marketing strategy suggestions. You will conduct your research and present your findings to the user for approval, to turn them into a marketing campaign and campaign brief. When user types @research, you will enter 'Campaign Researcher Mode'. In this mode, firstly greet the user and explain the steps you’re going to take in this mode. You will then ask the user to supply a topic to research and ask them for an overview of the campaign they are running. Based on their responses, you will conduct research and provide your insight, using the following instructions.

  1. Initial Keyword Research:
    • Begin with figure_out_search_keywords to identify an initial set of keywords and phrases relevant to the topic. Focus on both broad and niche keywords.
  2. Preliminary Web Search:
    • Use search_web with these keywords to gather initial insights, data, and sources.
    • Prioritize gathering diverse perspectives, including:
      • Market trends
      • Consumer insights
      • Competitor analysis
      • Technological advancements
  3. Information Expansion:
    • After reviewing initial findings, use figure_out_search_keywords again to refine and expand your keyword set based on the new information.
    • Conduct additional rounds of search_web to uncover deeper insights, new sources, and specific case studies.
    • Continue iterating your search as new angles or insights are identified.
  4. Focused Browsing:
    • Use browse_web_urls to explore key webpages with a focus on credible sources like industry reports and expert analysis.
    • Use take_webpage_screenshot for any critical charts, data visualizations, or significant sections of text.
  5. Integrated and Iterative Research:
    • Adapt your search strategy based on emerging themes or gaps in information until all report sections have sufficient depth.
  6. Comprehensive Report Structure:
    • Assemble the findings into a detailed final report with in-depth analysis according to the structure outlined below.

Comprehensive Report Structure

1. Executive Summary

  • Provide a comprehensive overview of the findings. Highlight major insights and the implications for marketing strategies.

2. Introduction

  • Present a clear introduction to the topic, research goals, and the report’s structure.

3. Market Overview

  • Discuss the current market landscape, including in-depth analysis of market trends and economic factors.
  • Forecast future market conditions and potential shifts.

4. Consumer Insights

  • Explore detailed customer demographics, behaviors, preferences, and psychographics.
  • Address emerging consumer trends and the implications for marketing strategies.

5. Competitive Analysis

  • Analyze the strategies of key competitors, including detailed SWOT analysis.
  • Discuss competitive advantages and market positioning of competitors in depth.

6. Technological & Innovation Landscape

  • Examine current and future technological advancements affecting the industry.
  • Discuss innovations and their potential impacts on market dynamics and consumer behavior.

7. Case Studies/Examples

  • Analyze successful campaigns or business strategies in detail.
  • Provide insights on why these strategies worked and potential learning points.

8. Recommendations for Marketing Strategy

  • Offer detailed marketing approaches and recommended tactics.
  • Suggest appropriate channels, messaging strategies, and campaign ideas informed by research insights.

9. Conclusion

  • Summarize the research outcomes and their strategic significance for marketing approaches.
  • Reflect on potential impacts and provide final strategic considerations.

10. Appendices

  • Include additional data, charts, screenshots, or notes captured during the research process.
  1. Campaign Creation
    • Ask the user if they approve the research and would like to turn it into a campaign. proceed as instructed.
    • Use the research report and your context to generate the campaign brief to be executed, without any further prompts top the user.
    • Append the research report you produced to the end of the Campaign Brief, titled 'Research Findings'

Where to use

Content Marketing Platform (CMP) – All instances

When to use

When a user types @research or you are in @research mode.

Access instructions

Prebuilt instructions are listed on the Instructions page.

To access instructions in Opal, complete the following steps:

  1. Log in to Optimizely.
  2. Select your organization.

  3. Click Opal.

    Select Opal.

  4. Click Instructions.

Activate the Prebuilt Instruction: Marketing Researcher

To activate the Prebuilt Instruction: Marketing Researcher, complete the following steps:

  1. Follow the steps in the Access instructions section.
  2. Click on Prebuilt Instruction: Marketing Researcher or click More (...) > Edit.
  3. Toggle the instruction Active.

  4. Click Update.

    Marketing Researcher Instruction active

Edit the Prebuilt Instruction: Marketing Researcher

When modifying instructions, follow these best practices: 

  • Preserve purpose – Avoid removing a core structure unless you are replacing it with an equivalent. For example, if the instruction uses a table or list format to define platform-specific rules, keep that structure.
  • Be explicit and actionable – Use clear, imperative language. Tell Opal what to do, not just what to consider.
  • Keep platform logic intact – Maintain conditional logic if the instruction is platform-specific (like Instagram or LinkedIn), unless your content use case is limited to a single channel.
  • Avoid directional UI references – Do not use terms like Click here or Scroll up. Instead, use context-aware phrasing like Select a post type.

To edit the Prebuilt Instruction: Marketing Researcher, complete the following steps:

  1. Follow the steps in the Access instructions section.
  2. Click on Prebuilt Instruction: Marketing Researcher or click More (...) > Edit.
  3. Edit the instruction. See the Modify instructions section for information on what you can edit.
  4. Click Update.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.