Tutorial: Configure Org Settings

Org-level settings define the building blocks that every template in your account can use — attributes for audience segmentation, metrics for measuring success, and themes for guiding variant tone. Setting these up before creating templates saves time and produces better results.

Video walkthrough

Coming soon — a short video covering org settings configuration.

Before you start

• You need admin access to your JustAI org.
• Have a rough idea of how you segment your audience and what metrics matter to your team.

Step 1: Open Org Settings

Go to Organization Settings → Template Defaults at:

https://console.justwords.ai/settings?tab=Template%20Defaults

This is where you’ll configure attributes, metrics, and themes that are available to all templates.

Step 2: Set up attributes

Attributes define how you segment your audience. When you create a template, these attributes are available for variant targeting — the AI generates different copy for different segments.

Choose your first 1–2 attributes

Start simple. Pick attributes that you know affect how people respond to your messaging.

Good first attributes:

Attribute	Type	Example values
subscription_tier	String	free, premium, enterprise
lifecycle_stage	String	new, active, at_risk, churned
customer_ltv	Numeric	low ($0–$100), medium ($101–$500), high ($501+)
locale	String	en-us, es-es, fr-fr

Configure a string attribute (example)

Let’s set up subscription_tier:

1. Click Add Attribute.
2. Name it subscription_tier.
3. Set the type to String.
4. Add options: free, premium, enterprise.
5. Add aliases for data quality — e.g., map "trial", "basic", "starter" → free.
6. Set a default value (often your largest segment).

Configure a numeric attribute (example)

For customer_ltv:

1. Click Add Attribute.
2. Name it customer_ltv.
3. Set the type to Numeric.
4. Set the source attribute (the field name in your CRM, e.g., total_spend).
5. Define buckets:

Bucket	Range
low	$0 – $100
medium	$101 – $500
high	$501+

Set CRM accessors

Each attribute needs an accessor — the syntax that tells JustAI how to read the value from your CRM. This varies by ESP:

ESP	Syntax
Braze	{{ custom_attribute.${subscription_tier} }}
Customer.io	{{ customer.subscription_tier }}
Iterable	Handlebars syntax — see Iterable integration

Note

Make sure your accessor matches exactly what your CRM sends — including casing and formatting. If your CRM sends "Premium" but your attribute expects "premium", add an alias.

For full details, see Attribute Configuration.

Step 3: Configure metrics

Metrics define what “winning” means for your experiments. Set up the metrics your team cares about so they’re available in every template.

Metric	Best for
Open rate	Subject line and preheader testing
Click rate	CTA and body content testing
Conversion rate	Revenue and signup campaigns
Custom events	App-specific actions (e.g., feature_used)

When you create a template, you’ll select one of these as the Key Metric that Auto-Tune and experiment shipping use to determine winners.

For full details, see Metric Configuration.

Step 4: Set up themes

Themes are reusable writing guidelines that shape how variants are generated. They describe your content approach, not your audience.

Start with 3–5 themes

Pick themes that represent distinct messaging strategies your team wants to test:

Theme	When to use
urgency	Time-sensitive offers, expiring trials, limited inventory
value	ROI-focused, cost savings, benefits
curiosity	Teasers, re-engagement, “see what’s new”
trust	Security, reliability, social proof, testimonials
friendly	Relationship-building, casual tone, personal check-ins

When you generate variants in a template, selecting a theme tells the AI to create copy with that specific approach. You can analyze which themes perform best across your campaigns over time.

For full details, see Themes Configuration and Theme Continuity.

Step 5: Verify your setup

Before creating templates, do a quick check:

• At least 1–2 attributes configured with correct CRM accessors
• Key metrics set up (at minimum: open rate, click rate)
• 3–5 themes defined that match your messaging strategy
• Aliases added for any inconsistent CRM data

What’s next

With org settings in place, you’re ready to create templates that inherit these defaults:

• Create Your First Template
• Generate & Refine Variants
• Localization — use attributes for locale-based routing