In this tutorial, I’ll show you how to personalize messaging in Apollo.io by persona—perfect for teams targeting multiple decision-makers within the same account. Learn how to use custom fields and dynamic variables to tailor benefit statements, pain points, and CTAs at scale without building dozens of sequences.
Step 1. Built Target Account Lists
Step 2. Built out Personas (contacts/title buckets)
Step 3. Custom Contact Variable - Persona, can be referenced as a Dynamic Variable in Sequences (vs. writing a separate sequence for each persona)
Step 4. Use the Persona Variable in Sequences to Personalize Messaging based - pain points, benefits, calls to action
📍 Timestamped Chapters:
0:00 – Intro: Why persona-level targeting matters
0:15 – Real-world example: Client with six personas
0:35 – Different roles, different pain points
1:01 – Account-based marketing context
1:19 – Step 1: Build your target account list
1:27 – Step 2: Create persona-based filters
1:45 – Layering personas over target accounts
1:54 – Common challenge: Sequence sprawl
2:12 – Solution: Create a custom contact field
2:28 – Setting up the persona picklist
2:49 – Automating persona tagging with workflows
3:04 – Referencing persona fields in sequences
3:22 – Example: Dynamic email personalization
4:04 – Varying CTAs based on persona
4:15 – Subject line personalization
4:23 – Wrap-up: Scalable ABM using Apollo.io
Work with SaaSBoost.io, an Apollo.io certified agency. Full Apollo.io setup packages, Done with you as a Service - take your ICP, Messaging, Content, CTA and build an outbound lead engine in Apollo.io.
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