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When we asked marketers how they’re using AI, 72% said it’s already saving them 20% or more of their time, and more than half said they’re shipping campaigns faster as a result. Today’s marketers aren’t wondering whether AI can help; they’re figuring out how to make it work smarter.
When paired with your brand guidelines, first-party data, and smart prompting, AI becomes a strategic partner for smarter marketing. Instead of spinning your wheels writing drafts or analyzing spreadsheets, you can spend more time refining strategy, testing ideas, and creating campaigns that make a real impact.
At Customer.io, our AI philosophy is simple: AI should remove busywork, lighten the load, and help you do your most impactful work. It should empower, not replace. So whether you're using Claude.ai on its own or connected to your Customer.io workspace through our MCP (Model Context Protocol) server, these real-world prompt examples will help you move faster, think deeper, and market like a team twice your size.
Everyday Claude prompts for marketing and lifecycle strategy
As a marketer, you need faster ways to uncover insights, improve campaigns, and act on market changes and customer demands. The prompts shared here come from real marketers who are using Claude and other LLMs to support their marketing tasks daily.
Prompt 1: Summarize interviews and generate lifecycle campaigns
Prompt: “Here are five transcripts from user interviews. Summarize the key pain points and generate campaign ideas that speak directly to them.”
Why it works: Instead of trying to distill hours of qualitative input yourself, Claude can pick up on emotional language, repetition, and phrasing patterns. You’ll get a list of pain points that feel human and campaign ideas grounded in actual customer feedback.
Prompt 2: Brainstorm an omnichannel narrative
Prompt: "Our product team released a new feature about flexible workflows. We want this messaging to connect to our bigger brand story. Here are the release notes and three recent blog posts. Create an outline for a narrative we can use across email, landing page, and paid social. Ask questions where you need more detail.”
Why it works: Claude can build a structured outline that not only connects product details to your broader brand story but also ties messaging to lifecycle goals. This helps ensure that campaigns move users from activation to adoption and reinforce consistent messaging across retention channels. The outline can be shared with stakeholders for alignment and then used as the foundation for channel-specific content.
Prompt 3: Diagnose campaign drop-off
Prompt: "Here’s the performance data from our four-part onboarding series. Open rates are fine, but click-through drops after email two. What might be causing it? How would you adjust the content, pacing, or campaign touchpoints?"
Why it works: Claude can recommend structural changes to your flow, like adding a nurture step, adjusting cadence, or personalizing based on behavior. This makes the insight more actionable and helps you strengthen the entire journey, not just fix individual messages.
Prompt 4: Streamline weekly GTM reporting and analysis
Prompt: "Our sales and marketing team shares weekly KPI updates segmented by GTM teams (partners, inbound, outbound AE, outbound BDR). Can you create a streamlined, unbiased weekly update with analysis at the top and KPI progress segmented by team and region?"
Why it works: Pulling Salesforce data and writing an analysis takes hours and often introduces bias. Claude can parse Salesforce exports, apply a consistent analysis framework, and produce a clear report in minutes. This saves hours of manual work and provides leadership with an objective view of performance and trends.
Prompt 5: Build a smarter retention strategy with customer data
Prompt: "Here’s a look at our retention strategy. Can you identify where churn risk is highest, suggest targeted campaigns to boost feature adoption, and outline a win-back sequence for inactive users? Include examples of triggers, segments, and message types we should consider."
Why it works: Lifecycle marketers often need to address retention at multiple stages: spotting churn warning signs, boosting adoption to increase long-term value, and re-engaging customers who have gone quiet. Claude can analyze your current approach and recommend data-driven tactics like churn-risk segments, milestone-based nudges, or win-back campaigns.
Pro tip
Read the State of the AI Marketer report for real-world benchmarks and smart workflows you can steal.
Prompts that get even smarter with your Customer.io data
When you connect Claude.ai to your Customer.io workspace using our Model Context Protocol (MCP) server, you unlock a new level of prompting power. Claude gains access to your real segments, attributes, campaign history, and messaging performance.
Claude works directly within your workspace, so it understands your setup and your data. That means you get specific, actionable recommendations that fit your structure and goals, making collaboration smarter and more effective.
Here are some prompts to make the most of Claude + Customer.io:
Prompt 6: Build a precise segment with real attributes
Prompt: "Can you find users who viewed the pricing page in the last 30 days, have an engagement_score under 3, and didn’t receive our June trial offer email? Let’s call it 'Warm but wobbly'."
Why it works: Claude queries your actual attributes and campaign logs to build the segment logic. You get to focus on strategy, not syntax, and you’re less likely to miss a key filter.
Pro tip
You can use our AI segmentation features to build smart segments directly in your Customer.io workspace.
Prompt 7: Inspect a user profile for deeper context
Prompt: "Tell me about this user and what features they’ve adopted. Give me an overview of their profile attributes, events, and any campaigns they’re currently in.”
Why it works: Claude can act like your analyst sidekick. It pulls together a holistic view of an individual user so you can see their journey in context. This is especially valuable when prepping for a user interview, identifying power users, or shaping campaigns that need a strong understanding of customer behavior.
Prompt 8: Write a personalized email using real data
Prompt: "Write a win-back email for customers who made a purchase in the last 90 days but haven’t opened an email since. Use their first_name and product_category attributes."
Why it works: Personalized reactivation campaigns do more than drive a single click. By tying dynamic content to real attributes, you create experiences that feel relevant and authentic to each customer. Claude helps you generate messages that not only re-engage dormant users but also strengthen long-term retention and increase lifetime value.
Prompt 9: Generate personas from segment behaviors
Prompt: “Using the top five segments in our workspace and the behaviors we track, can you write three audience personas that reflect how these groups interact with us? Include goals, blockers, and messaging tips. For each persona, also recommend lifecycle strategies such as onboarding nudges, adoption triggers, or win-back campaigns."
Why it works: Claude helps you connect dots across segments and behaviors to create data-backed personas and then extends the value by recommending practical lifecycle strategies for each. This way, you not only understand who your customers are but also have clear next steps for engaging them across their journey.
Prompt 10: Discover the most useful attributes in your workspace
Prompt: "What are the most popular attributes in my workspace, and how might I use them to personalize or trigger campaigns?"
Why it works: Instead of guessing what data is most actionable, Claude can scan your workspace attributes and surface the ones most frequently used across campaigns. This helps you quickly identify personalization opportunities and build smarter, data-driven campaigns.
Pro tip
Want to power smarter marketing (and prompting)? Set up MCP for your workspace and pair Claude with your Customer.io data.
How to write better AI prompts (and get better results)
Once you have connected data, brand guidelines, personas, and other context into your LLM, prompting becomes the key to getting great outcomes. Prompts are like conversations: the better your inputs, the more powerful the outcome. Here’s how to prompt like a pro:
1. Start with the outcome
Instead of "Write a subject line," say: “We need to re-engage dormant users who were once power users. Suggest subject lines that highlight what they’re missing and create urgency without sounding desperate.”
This helps Claude tailor the tone and message to your goals.
2. Give it real context
Drop in the messy stuff: transcripts, past campaign performance, or feedback from your sales team. Claude needs raw material and unique perspectives to generate real, relevant answers for you.
3. Speak in your own terms
If you call it trial_dropped_off_users
, use that. If you label messages by sprint or theme, include them. Claude learns your system and mirrors it back.
4. Iterate and refine
Prompting is not one-and-done. Instead of taking the first or second iteration as a final result, maybe start with just an outline so you can be in charge of the result from ideation to creation. With any LLM output, take time to make adjustments like:
- Refining the tone and language to make sure it's on brand
- Updating any information that isn’t true or is exaggerated
- Adding in details and real examples where you can
- Ensuring there is a real, human perspective
Pro tip
Check out Claude’s very own prompt library for ideas and tips to get started with better prompting.
Smarter marketers also need the right platform to put these ideas into practice. Customer.io gives you the foundation to run omnichannel campaigns powered by your data, brand standards, and AI assistance. With Customer.io, you can deliver the right message to the right person at the right time across email, SMS, push, and in-app.
Marketing AI prompts at a glance
Here’s a quick reference table showing which persona each example supports, along with the topic and full prompt. Share it with your team to spark some AI inspo!
Persona | Topic | Full prompt |
---|---|---|
Growth practitioner | Summarize interviews and generate lifecycle campaigns | Here are five transcripts from user interviews. Can you summarize key pain points and map them into lifecycle campaign ideas that improve retention, encourage upsell, or drive feature adoption? |
Growth leader | Brainstorm an omnichannel narrative | Our product team released a new feature about flexible workflows. Our CEO wants messaging to connect this to our bigger brand story. Here are the release notes and three recent blog posts. Create an outline for a narrative we can use across email, landing page, and paid social. Ask questions where you need more detail. |
Lifecycle marketer | Diagnose campaign drop-off | Here’s the performance data from our four-part onboarding series. Open rates are fine, but click-through drops after email two. What might be causing it? How would you adjust the content, pacing, or structure of the journey? |
Growth executive | Streamline weekly GTM reporting and analysis | Our sales and marketing team shares weekly KPI updates segmented by GTM teams (partners, inbound, outbound AE, outbound BDR). Pulling Salesforce data and writing analysis takes hours and often introduces bias. Can you create a streamlined, unbiased weekly update with analysis at the top and KPI progress segmented by team and region? |
Lifecycle marketer | Build a smarter retention strategy with customer data | Here’s a look at our retention strategy. Can you identify where churn risk is highest, suggest targeted campaigns to boost feature adoption, and outline a win-back sequence for inactive users? Include examples of triggers, segments, and message types we should consider. |
Growth practitioner | Build a precise segment with real attributes | Can you find users who viewed the pricing page in the last 30 days, have an engagement_score under 3, and didn’t receive our June trial offer email? Let’s call it 'Warm but wobbly'. |
Lifecycle marketer | Inspect a user profile for deeper context | Tell me about this user and what features they’ve adopted. Give me an overview of their profile attributes, events, and any campaigns they’re currently in. |
Growth practitioner | Write a personalized email using real data | Write a win-back email for customers who made a purchase in the last 90 days but haven’t opened an email since. Use their first_name and product_category attributes. Make it feel like it’s coming from our CX team. |
Growth leader | Generate personas from segment behaviors | Using the top five segments in our workspace and the behaviors we track, can you write three audience personas that reflect how these groups interact with us? Include goals, blockers, and messaging tips. |
Growth practitioner | Discover the most useful attributes in your workspace | What are the most popular attributes in my workspace, and how might I use them to personalize or trigger campaigns? |
Drive engagement with every message
- Omnichannel campaigns
- Behavior-based targeting