Email Optimization agent

  • Updated

Optimizely Opal's Email Optimization agent analyzes provided newsletter content in Optimizely Campaign to give structured feedback and detailed recommendations for improvement. It evaluates readability, engagement, and visual appeal, offering specific sections for optimization tips, brand consistency checks, A/B testing suggestions, and a dynamic Content Score.

  • Challenge – Identifying specific areas for improvement, ensuring brand consistency, and generating data-driven A/B testing ideas can be difficult, leading to suboptimal campaign performance.
  • Agent outcome – The agent analyzes the provided newsletter content and delivers structured feedback with detailed recommendations. It evaluates the content across key areas like readability, engagement, and visual appeal, and provides specific sections for optimization tips, brand consistency checks, A/B testing suggestions, and a dynamic content score.
  • Value – You gain actionable insights to enhance your email campaigns, leading to improved engagement and conversion rates. The agent streamlines the optimization process by providing expert-level analysis, ensuring brand alignment, and suggesting effective A/B tests, ultimately driving better business outcomes from email marketing efforts.

Required Optimizely products

  • Campaign

Install agent

Opal Administrators, Agent Builders, and users with the Add, edit, and install specialized agents  attribute for a custom role can add agents to their organization's Optimizely Opal instance. See Add users and set permissions.

Do the following in Opal:

  1. Go to Agents > Agent Directory.
  2. Select Email Optimization.

  3. Click Install Agent to add it to your Opal instance. 

    Email Optimization agent
If Install Agent is disabled, ensure you have the Required Optimizely products connected to your Opal instance.

Use

In Opal Chat, enter @email_optimization and optionally provide the following details:

  • Campaign ID – The ID of a Smart Campaign.
  • Campaign name – The name of a Smart Campaign.
  • Mailling ID – The ID of a message belonging to a Smart Campaign.
  • Website URL – The online version URL of a Smart Campaign.

To use the Email Optimization agent in a workflow agent, drag and drop it into your workflow. See the Configure workflow section in the Create a workflow agent documentation.

Details

The following are the default details of the Email Optimization agent. After you install the agent in your Opal instance, you can customize these details based on your organization's needs. See Manage agents for instructions.

Input variables

  • (Optional) campaignId
  • (Optional) campaignName
  • (Optional) mailingId
  • (Optional) website_url

Tools

  • browse_web
  • browse_web_html
  • campaign_get_smart_campaign_messages
  • campaign_get_smart_campaign
  • campaign_get_smart_campaign_list
  • campaign_get_smart_campaign_message_content

Output

  • Inference level – Balanced
  • Creativity – 0.5

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.