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Lead Capture | Customize Email Prompt

Personalize your automated follow-up emails using AI-driven prompts and HubSpot tokens.

With the hapily Lead Capture app, you can instantly follow up with new leads by generating AI-powered emails directly from your inbox. This feature allows you to take the notes and data captured during an interaction and transform them into a structured, professional outreach email with a single tap.

This approach allows you to:

  • Edit the AI prompt to match your company’s specific tone and positioning.

  • Utilize personalization tokens from hapily and HubSpot data sources.

  • Test and refine your email output using real lead data before going live.

  • Ensure every outbound email includes critical details like meeting links, next steps, and company info.

🎥 Video Walkthrough: 

Streamlining Lead Capture with Automated Email Generation - Watch Video

Step 1: Navigate to Email Prompt Settings

  1. Log into your hapily dashboard.

  2. Select the Lead Capture tab from the main navigation.

  3. Click on Email Prompt to open the customization interface.

Step 2: Customize the AI Prompt

  1. Review the pre-generated prompt in the main text area. This prompt tells the AI how to structure your email based on captured data (e.g., Lead Name, Notes, Interests).

  2. Tweak the instructions to reflect your brand's unique tone, messaging, or positioning.

  3. Use the Personalization Tokens to pull in dynamic data. To add a new token:

    • Click the + Property icon.

    • Search for properties related to the Lead, Event, User, or External Enrichment data.

    • Select the property to insert it into your prompt.

Screenshot on 2026-03-24 at 11-15-10.png

Step 3: Test Your Prompt

  1. Navigate to the testing panel on the right side of the screen.

  2. Select a specific Event and a Lead from the dropdown menus.

  3. Click the test button to generate a sample email based on your current prompt.

  4. Compare the output to your desired result and refine the prompt text as needed.

Step 4: Save or Reset Changes

  1. hapily features an Auto-save function. Look for the Saved notification in the top right corner to ensure your changes are live.

  2. If you want to revert to the original settings, click the Reset to Default button to restore the standard hapily prompt template.

Summary

✅ Successfully navigated to the Lead Capture Email Prompt settings. ✅ Tailored the AI instructions to match brand voice. ✅ Integrated dynamic properties using personalization tokens. ✅ Validated the email output using the built-in testing tool. ✅ Verified that changes were captured via the auto-save indicator.

Next Steps: