Product Feature Announcement
Expand adoption and grow existing accounts
Sales Stage
Post-Sales
Difficulty
Intermediate
Impact
Medium
Channels
Overview
Seize the opportunity to leverage a new product feature or functionality when it launches by sending release communications to three high-level groups: • Customers who already provisioned the new feature • Existing customers who don't have the feature • New prospects Note: If you are releasing multiple features in a short period of time, it's better to roll all the updates into a single communication, such as a newsletter.
Key Features
Data Types
Triggers
- Identify companies and contacts where a new product feature release matches Saved Search criteria including customer flag in CRM
Actions
- Source expanded set of contacts based on product type
- Send records to your CRM
- Assign to a Account Owner
- Enroll in Product Announcement campaign
Default Natural Language Configuration
When a new product feature is released that matches saved search criteria for any company, then:
- Discover up to 20 ZoomInfo contacts that meet select criteria based on product type
- Export to select system as record type
- Enroll in Product Announcement campaign
- Assign to select Account Owner
Standard Operating Procedure
1. Identify Target Audience
- Define criteria for customers with new feature
- Segment existing customers without the feature
- Create list of potential new prospects
2. Source Expanded Contact Set
- Use ZoomInfo to find additional contacts based on product type
- Ensure comprehensive coverage of decision-makers
3. CRM Integration
- Export sourced contacts to your CRM
- Enrich contact data as necessary
4. Assign Account Ownership
- Automatically assign contacts to appropriate Account Owners
- Ensure clear ownership for follow-up actions
5. Create Product Announcement Campaign
- Develop tailored messaging for each segment
- Set up email templates, landing pages, and other assets
6. Enroll Contacts in Campaign
- Add segmented contacts to the Product Announcement campaign
- Ensure proper tagging for tracking purposes
7. Multi-Channel Outreach
- Implement outreach across various channels (email, text, mail, etc.)
- Coordinate timing and messaging across channels
8. In-App Engagement
- Set up in-app notifications for existing users
- Create tutorials or demo scheduling options within the app
9. Monitor and Analyze Results
- Track engagement metrics across all channels
- Analyze uptake of new feature among existing customers
10. Refine and Iterate
- Adjust messaging based on response data
- Optimize channel mix for future announcements
Yield Model
Yield in $ Formula
Potential Yield = (TAV * CR / 100) * ADSKey Drivers
Driver Definitions
Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy.
Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited.
Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy.
AI Agent Prompt Template
I. Prompt Instructions - Overview
This email template is designed for the Product Feature Announcement play. It targets existing customers and new prospects to inform them about a new product feature or functionality. The goal is to drive upsell and cross-sell opportunities by highlighting the value of the new feature.
II. Information Included
The email will include personalized information between <context></context> for proper dynamic insertion:
- Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
- Signals & Behavior: Details on the account's engagement history and recent intent signals.
- Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
- Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
- Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
- Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role, making the outreach more relevant and impactful.
- Feature Information: Details about the new product feature, including its benefits and how it addresses customer pain points.
- Copilot AI Account Summary: A summary that merges ZoomInfo data, customer CRM data, email communications, and call recordings, offering a clear overview of the account's pain points and strategic goals, along with actionable next steps.
III. Email Structure
<email> <subject>{{Personalized Subject Line}}</subject> <body> <p>Hi {{Contact.FirstName}},</p> <p>I'm excited to announce that we've just released a new feature for {{Product.Name}} that I believe will be particularly valuable for {{CompanyName}}.</p> <p>{{FeatureInformation.Name}} is designed to {{FeatureInformation.BenefitStatement}}. Based on our understanding of your business needs, this feature could help you {{PersonalizedBenefitStatement}}.</p> <p>Here's a quick overview of what {{FeatureInformation.Name}} can do for you:</p> <ul> <li>{{FeatureInformation.BulletPoint1}}</li> <li>{{FeatureInformation.BulletPoint2}}</li> <li>{{FeatureInformation.BulletPoint3}}</li> </ul> <p>I'd love to schedule a quick demo to show you how {{FeatureInformation.Name}} can benefit {{CompanyName}}. Are you available for a 15-minute call next week?</p> <p>In the meantime, you can learn more about {{FeatureInformation.Name}} in our {{ContentLibrary.FeatureWhitepaper}}.</p> <p>Looking forward to discussing this exciting new feature with you!</p> <p>Best regards,</p> <p>{{Sender.Name}}</p> <p>{{Sender.Title}}, {{Sender.Company}}</p> <p>{{Sender.ContactDetails}}</p> </body> </email>IV. Context
<context> <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> **`{{Messaging}}`** </Messaging> --- <Feature Information> **`{{Feature Information}}`** </Feature Information> --- <Copilot AI Account Summary> **`{{Copilot AI Account Summary}}`** </Copilot AI Account Summary> </context>V. Optimizations
- Subject Line Personalization: E.g., "{{Contact.FirstName}}, boost your {{CompanyName}}'s efficiency with our latest feature"
- Engaging Opening: Immediately highlight the new feature and its relevance to the recipient's company.
- Value-Driven Content: Focus on how the new feature solves specific pain points for the customer's business.
- Call to Action: Offer a personalized demo to showcase the new feature's benefits.
- Polished Close: Provide additional resources and express enthusiasm for future discussions.
Merge Tokens Used
{{Personalized.SubjectLine}}{{Contact.FirstName}}{{CompanyName}}{{Product.Name}}{{FeatureInformation.Name}}{{FeatureInformation.BenefitStatement}}{{Benefit}}{{FeatureInformation.BulletPoint}}{{ContentLibrary.Whitepaper}}{{Sender.Name}}{{Sender.Title}}{{Sender.Company}}{{Sender.ContactDetails}}Play Description for LLM
<play> **PLAY NAME** Product Feature Announcement --- **🔁 Triggers** - Identify companies and contacts where a new product feature release matches Saved Search criteria including customer flag in CRM --- **⚡️ Actions** - Source expanded set of contacts based on product type - Send records to your CRM - Assign to a Account Owner - Enroll in Product Announcement campaign --- **✅ Goal / Problem to Solve** ⬆️ Upsell & Cross-sell --- **➡️ Channels** ✉️ Email, 💬 Text, 📪 Mail, 📅 Events, 📢 Ads, 🖥 Chat, 📞 Phone, 👩💻 In-App --- **✏️ Summary** Seize the opportunity to leverage a new product feature or functionality when it launches by sending release communications to three high-level groups: • Customers who already provisioned the new feature • Existing customers who don't have the feature • New prospects Note: If you are releasing multiple features in a short period of time, it's better to roll all the updates into a single communication, such as a newsletter. --- **✏️ Default Natural Language** When a **new product feature** is released that matches **saved search criteria** for **any company**, then: - Discover **up to 20** ZoomInfo contacts that meet **select criteria** based on **product type** - Export to **select system** as **record type** - Enroll in **Product Announcement campaign** - Assign to **select Account Owner** --- **Explainer-Video-Script** You’ve worked hard to ship a new product. Make the most of it with the Product Announcement play! Identify organizations that have searched for such a solution recently. Enroll existing customers in a campaign to let them know you’ve launched this new product. Doing this in your app, along with a tutorial or a button to schedule a demo is best. For prospects, enroll in a campaign highlighting this new product as part of your larger offering. Now you’re capturing the likeliest users for all new products! --- **🏷Features)** Signals: Projects, ABM Audiences --- **🏷️ZoomInfo Data Types)** Buying Committee, Company Data, Contact Data --- **📁 Sales Stage** Post-Sales --- **🚦 Difficulty** 🟦 - Intermediate --- **🧪Standard Operating Procedure (SOP)** ## 1. Identify Target Audience - Define criteria for customers with new feature - Segment existing customers without the feature - Create list of potential new prospects ## 2. Source Expanded Contact Set - Use ZoomInfo to find additional contacts based on product type - Ensure comprehensive coverage of decision-makers ## 3. CRM Integration - Export sourced contacts to your CRM - Enrich contact data as necessary ## 4. Assign Account Ownership - Automatically assign contacts to appropriate Account Owners - Ensure clear ownership for follow-up actions ## 5. Create Product Announcement Campaign - Develop tailored messaging for each segment - Set up email templates, landing pages, and other assets ## 6. Enroll Contacts in Campaign - Add segmented contacts to the Product Announcement campaign - Ensure proper tagging for tracking purposes ## 7. Multi-Channel Outreach - Implement outreach across various channels (email, text, mail, etc.) - Coordinate timing and messaging across channels ## 8. In-App Engagement - Set up in-app notifications for existing users - Create tutorials or demo scheduling options within the app ## 9. Monitor and Analyze Results - Track engagement metrics across all channels - Analyze uptake of new feature among existing customers ## 10. Refine and Iterate - Adjust messaging based on response data - Optimize channel mix for future announcements --- **🪙 RAG Inputs Used (Broad)** Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Feature Information, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, Product.Name, FeatureInformation.Name, FeatureInformation.BenefitStatement, Benefit, FeatureInformation.BulletPoint, ContentLibrary.Whitepaper, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (TAV * CR / 100) * ADS --- **🟨 Yield Key Drivers** Conversion Rate (CR), Average Deal Size (ADS), Target Account Volume (TAV) --- **🟨 Yield Driver Definitions** Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Target Account Volume (TAV) This is the total number of target accounts that are identified for this strategy. --- </play>