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Fintech in AI Search: How to Be the Trusted & Featured Brand

2026-03-06 06:00:50

Fintech in AI search plays by much stricter rules.

Because it’s a Your Money or Your Life category, products must clear higher verification thresholds before AI mentions you:

  • Is your product legitimate?
  • Are your fees and protections explicit?
  • Do other trusted sources back up your claims?

To find these answers, AI draws from your website and the wider web — including sources you don’t control.

That risks misrepresentation of your brand.

What matters, then, is whether those sources tell an accurate story.

In this article, I’ll explain how to influence that narrative.

Because the real goal is for your fintech brand to show up in AI search AND be represented accurately.

3 Types of AI Visibility in Fintech

Your fintech brand can appear in AI search in three ways.

Your goal is to show up in all three.

  • Mentioned when AI explains topics in your category
  • Cited and linked within the answers
  • Recommended as part of a shortlist of products
Fintech AI Visibility

Brand Mentions

Brand mentions are when AI systems include your name in an answer.

They’re great for brand awareness.

These references put your name in front of buyers even when they’re not seeking you out.

For example, I asked ChatGPT:

“Are buy now, pay later providers ideal for my business?”

It mentioned several BNPL platforms in its response.

ChatGPT – BNPL providers

This suggests the AI recognizes those brands as part of the category and relevant in the space.

You’ll often see mentions as:

  • Lists embedded inside explanations: “Popular BNPL providers include X, Y, Z…”
  • Examples supporting a point: “Some neobanks, like X and Y, offer…”
  • Context for user stories: “Many users switch from traditional banks to apps like X…”

A mention isn’t a recommendation, but it still matters.

Mentions often appear in non-brand queries. That’s when users begin exploring their options.

And if they see your brand mentioned often, it builds familiarity.

(Also known as the mere exposure effect.)

Exposure in AI Search

So, by the time a user reaches the decision stage, they’re more likely to recognize your name.

But sometimes that isn’t enough.

That’s why having a positive brand sentiment is vital.

The way AI mentions your brand can shape buyer perception.

If it often frames your product as “known for strong security,” that idea sticks.

But if the AI always pairs your name with warnings like “high fees” or “frequent outages,” it can raise doubts.

Citations

Citations are when the AI uses your pages to support its answer.

They’re valuable for boosting credibility and consumer trust.

When AI uses your content as a source, there’s an implied endorsement. It references you because you’re trustworthy.

And when you’re consistently cited, your brand becomes associated with expertise in the topic.

Citations may appear differently across platforms and prompts.

Sometimes they appear as footnotes and/or as inline links.

ChatGPT – Citations

You might also see a sidebar or expandable panel with grouped sources.

Google AI Mode – Sources

Other times, citations appear as thumbnails somewhere in the AI’s response.

ChatGPT – Thumbnail citations

Regardless of format, the principle is the same:

When the AI cites your documentation, it signals that your content is being treated as a reliable source.

It’s pulling information from your pages to build its answer.

And this allows you to influence how the AI explains your product.

For example, I asked ChatGPT:

“What reporting and analytics does Klarna offer brands after implementation?”

ChatGPT – Klarna reporting analytics

Many of the citations came from Klarna’s documentation.

This implies that Klarna has some level of influence over the AI’s answer.

ChatGPT – Klarna citations

There’s a caveat with citations, however.

LLMs might link to your site, but that doesn’t always mean more traffic.

Citations are less visible than brand mentions or recommendations.

I rarely click them myself.

If I need more detail, I’ll usually continue the conversation within the platform. Or switch to Google search.

That’s likely true for many users.

Still, citations signal that AI systems trust your documentation.

And that trust enables product recommendations, which we’ll cover next.

Product Recommendations

Product recommendations are when AI includes your brand or product in a shortlist.

They’re the most impactful type of AI visibility because they influence which brands users consider.

And ultimately, which product they choose.

Here’s what recommendations look like in ChatGPT and Google AI Mode.

I asked:

“Which BNPL platform is good for mid-size ecommerce brands?”

Both listed Klarna as one of the top options.

ChatGPT & Google AI recommend Klarna

This places Klarna front and center as buyers narrow their options.

Showing up in high-intent queries is vital for recommendations.

These are prompts that include “top,” “best,” “compare,” or “alternative.”

Such as:

  • What are good alternatives to X for a small business
  • What are the best budgeting apps for freelancers
  • List the best neobanks with high-yield savings
ChatGPT – Best budgeting apps

But showing up in these queries isn’t automatic.

AI systems use specific signals to decide which brands to recommend.

How LLMs Choose Which Fintech Brands to Feature

AI acts as a filter between buyers and brands.

So how do these systems decide which brands and products to recommend?

From what we can observe, comes down to two signals: consensus and consistency.

Consensus vs Consistency

Consensus

Consensus is when multiple reputable sources mention your brand and product.

AI surfaces brands that have this kind of social proof — it suggests that you’re real, trustworthy, and worth recommending.

The stronger the consensus, the more confident AI is in featuring you.

But this cuts both ways.

If sources consistently highlight negatives, AI may repeat those warnings instead.

In fintech, AI systems likely assess consensus from several sources, including:

  • Partner-bank and infrastructure disclosures
  • Regulatory databases
  • Personal finance publishers
  • Finance communities and review platforms
  • Partner sites
  • Technical and investor communities
Fintech Brand Consensus

So, a big part of AI optimization is showing up in the sources LLMs use to form consensus.

The easiest way to identify those sources is to run brand-related prompts.

Example: “Best banks for international transfers.”

Then, check which sites appear in the citations.

ChatGPT – Best banks – Sources

Those are the sources the AI model trusts.

When these sites and reviews talk about your brand, it increases your chances of being mentioned by AI.

Further reading: Read our search everywhere optimization guide for tips on building a positive brand reputation across platforms.

Consistency

It’s not enough for your brand to be mentioned everywhere. The sources also need to agree on the facts they’re sharing about you.

That means the core details of your product align all over the internet, including your:

  • Category
  • Pricing and fees
  • Product features
  • Protections

For example, I asked ChatGPT and Google AI Mode for “best budgeting apps.”

Both recommended YNAB (You Need A Budget).

ChatGPT & Google AI recommend YNAB

That’s no surprise.

YNAB appears in dozens of reputable sources, including Money, CNBC, NerdWallet, and Wirecutter.

NerdWallet – YNAB – App review

It’s also frequently mentioned in finance communities, such as myFICO Forum.

MyFico – Forum – YNAB

 

These sources also highlight specific use cases: college students, goal-setting, and overall budgeting.

These consistency signals help AI confidently recommend YNAB for those exact scenarios.

YNAB – Mentions

Building consistency across platforms comes down to good ole PR and reputation management.

Ensure your key details align across your site and third-party coverage.

Working with publishers and affiliates will help you shape how your brand is described.

Ultimately, consistency starts with content: what you publish and what others publish about you.

3 Types of Content That Dominate Fintech in AI Search

LLMs will reference any public content they can access.

In fintech, three types carry the most weight.

1. Owned Content

Owned content is anything you publish and control on your own properties.

This includes your website, documentation, and any branded platforms.

Owned Content

AI analyzes these places for your version of the facts.

That’s why content like “What does this product do?” or “How does it work?” is so essential.

For example, I asked ChatGPT:

“Compare ATM withdrawal limits, card spending caps, and international FX fees for Wise, Revolut, and Monzo.”

Its answer cited many of the three brands’ pricing and product pages to build the comparison.

ChatGPT – Brand sources

This indicates the AI uses these pages to answer this query.

For you, this means your website plays a big role in what AI says about your product.

Treat your site as both a marketing and educational channel.

Publish the product details that matter to buyers.

Look at your sales conversations, support tickets, and comparison research to identify questions, concerns, and pain points.

For example, Intuit’s TurboTax landing page includes extensive product details.

It covers everything from security and guarantees to key tax filing information.

Intuit Turbotax – Landing page

This helps the AI (and users) understand what the product includes, how it works, and who it’s for.

2. Earned Media and Reviews

Earned media and reviews are third-party perspectives on your product.

This includes everything from editorial coverage to user feedback.

LLMs use these sources to fact-check your claims. It’s also how they understand what it’s like to use your product.

In fintech, third-party sources often include:

  • Editorial guides and roundups by established finance sites such as Kiplinger and MarketWatch
  • Affiliate and review platforms, including sites like the Better Business Bureau (BBB)
  • Community discussions on platforms such as Quora and finance forums like MoneySavingExpert
Earned Media

For example, I asked ChatGPT:

“What reporting and analytics does Klarna offer brands after implementation?”

The citations included Klarna’s own documentation. Plus, sites such as print-on-demand platform Gelato, Forbes, and G2.

ChatGPT – Klarna – Reporting analytics sources

That mix is worth noting.

It shows the AI isn’t taking Klarna’s claims at face value.

It’s cross-checking them against third-party evaluations.

The takeaway here is to treat reputable third-party coverage as a core growth channel.

One proven strategy: publish original research that journalists can cite.

Take KPMG’s Pulse of Fintech H1 2025 Report, for example.

KPMG – Pulse of Fintech

Each edition generates media coverage across major sites like Bloomberg and Trinetix.

This works because reporters are constantly hunting for newsworthy statistics.

Trinetix – Fintech trends

Other things you can do to increase earned mentions include:

  • Fill out or update third-party listings you control, like app store profiles
  • Co-author articles to earn mentions in trusted sources
  • Synchronize PR, product, legal, and marketing so your brand story stays unified everywhere

3. Official Records

Official records are documents that confirm your legal authorization to operate.

LLMs treat them as proof and confirmation of compliance and regulatory standing.

The types of official records LLMs cite include:

  • Regulatory registries and licenses
  • Regulatory disclosures and notices
  • Partner bank disclosures
  • Corporate records
Official Records

These sources allow the AI to answer questions on legitimacy and protection.

For example, I asked Perplexity:

“Is Wise licensed to operate in the U.S., and what protections apply to Wise balances?”

The citations included:

  • A PDF consent order from six state financial regulators
  • Wise’s National Trust application filed with the OCC
  • The California DFPI’s regulated-entity page for Wise US, Inc.
Federal Reserve – Wise

Along with Wise’s documentation, these give AI enough evidence to answer confidently.

They confirmed that Wise:

  • Operates in the U.S.
  • Under specific entities
  • And with the appropriate approvals and protections

In fintech AI search, this kind of regulatory confirmation is a strong trust signal.

It tells AI systems that your product is legitimate and safe to mention.

This creates a real opportunity for you.

AI systems can only cite what they can find, parse, and verify.

Your job is to make your regulatory standing explicit, structured, and easy to retrieve.

Start by naming your partner banks, custodians, and key infrastructure providers on your site.

Revolut – Help article

And keep those details up to date across your site.

Publish key pages that AI systems can pull from, including:

  • Regulatory and licensing: Clearly list your licenses, registration numbers, regulatory bodies, and jurisdictions where you operate
  • Protection: Explain in plain language how funds are safeguarded, what insurance applies, and which entities custody assets
Ramp – Help center

Link to these pages from your footer and trust pages so AI bots can easily find them.

How Fintech Brands Can Improve AI Search Visibility and Accuracy

54% of Americans now turn to ChatGPT for financial research, according to a Motley Fool Money study.

That means buyers often get the “AI version” of your brand before they see your website.

That’s actually good news.

A Microsoft study found that AI traffic converts at 3x the rate of other channels. This includes search, direct, and social media.

Microsoft Clarity blog – Conversion rates

The catch? This only works in your favor if the model accurately describes your product.

Here’s how to help it do that.

Provide Proof That Your Brand Is Real and Trustworthy

LLMs need proof they can validate before they include you in answers.

So your trust details need to be public and clear across your owned platforms.

One effective way to do this is with a dedicated section on your site.

This can serve as your primary source of truth.

Many fintech brands, like SoFi, do this with a “Trust & Security Center.”

Sofi – Trust Center

But a well-structured “Help Center” like Venmo’s works, too:

Venmo – Help center

Overall, make it easy for LLMs (and users) to find the facts that reduce perceived risk:

  • Who holds the funds
  • Who powers the product
  • How the product works

Reiterate the same trust details in related pages and sections of your site.

Add them to your homepage, About page, and FAQ sections on service pages.

Many fintech brands also include disclosures, like Member FDIC or partner bank language, in the footer.

PayPal – Disclosure

A keyword tool like Semrush’s Keyword Magic can help you find safety and trust concerns people have about your company.

Keyword Magic Tool – Klarna

If they’re asking these questions on Google, you can bet they’re asking them in AI tools, too.

How you format your content is crucial. Ensure it’s easy for AI to extract and cite:

  • Use question-and-answer structures for common concerns
  • Answer each question with a clear, direct, and quotable response
  • Include facts and statistics when applicable
N26 – FAQ

Finally, treat data hygiene as a required part of your process.

When a partner, protection, or operational flow changes, update the documentation immediately.

Then clean up anything outdated.

Redirect or remove old PDFs and help docs so AI only finds the current version.

Reduce Mixed Messages About Your Product Online

Contradictions undermine AI’s trust in your brand.

They break the consistency signal, making AI systems cautious about recommending you.

But inconsistencies can easily happen over time.

As your company evolves, public-facing information can become outdated.

Older pages, screenshots, or explanations remain discoverable online. But AI systems can’t always determine which version is current.

The good news is that you can fix this with a few focused actions.

First, start where you have complete control: your own site.

Ensure your core narrative, product details, and trust documentation are fully synchronized on all landing pages and trust hubs.

SoFi does this well.

Their “all-in-one” app positioning is reinforced throughout their site.

Sofi – All-in-one app

As you update your site, have marketing, product, and compliance teams work together.

This ensures consistency in promotional materials, regulatory disclosures, and product specs.

Next, make sure that affiliate and “best-of” publishers accurately describe you.

Affiliate sites and finance publishers are the most-cited sources in AI answers, according to the Semrush AI Visibility Index (December 2025).

Semrush Visibility Index – Financial – Top sources

So, it’s worth checking what these sites are currently saying about you.

(Especially on “best of” listicles, comparisons, and reviews.)

To do this, research the questions people ask when evaluating your product.

They’re usually formatted like this:

  • Is [Brand X] legit
  • [Brand Y] fees
  • Can I trust [Brand Z]
  • [Brand X] vs [Brand Y]
  • Is [Brand X] safe

Google’s People Also Ask and keyword tools let you find these questions.

Keyword Magic Tool – RobinHood

You can also use Semrush’s AI Visibility Toolkit to see what questions users ask LLMs about your industry.

It tells you the exact prompts they use:

Visibility Overview – PayPal – Topics & Questions

Then, look at which pages and websites are often cited.

If you’re using the AI Visibility Toolkit, it will pull these for you:

Visibility Overview – PayPal – Cited sources

Otherwise, manually search the questions you found in different generative engines.

Perplexity – Can I trust RobinHood

Click each source and scan for inconsistencies.

If you find something wrong, reach out to the publisher for a correction or update.

Make it easy for them to make changes by providing clear, publish-ready facts.

Another vital step is monitoring (and participating in) online finance conversations.

Forum and social media posts have a long shelf life.

This can pose consistency problems for you as your company grows and your products change.

Reddit, for example, rarely deletes old posts.

So outdated answers can stay discoverable for years.

Reddit – Investing – Outdated answer

Reduce the impact of outdated information by:

  • Replying with a simple correction, especially in threads you see cited in AI engines
  • Making sure your social media accounts repeat the correct version
  • Announcing updates where people discuss your category

It’s also worth being more present in communities that AI often cites.

For example, Fidelity’s subreddit often shows up in Fidelity-related questions.

ChatGPT – Fidelity subreddit

If you manage or participate in spaces like this, you can influence the public record directly.

Use our brand subreddit guide for tips on setting one up and growing your visibility.

Manage Brand Perception and Sentiment

AI systems assess how other sites talk about you. That public sentiment shapes the answers users get.

For example, I asked ChatGPT: “Is PayPal safe?”

It didn’t give a definitive “yes.”

Instead, it used qualifying language like “generally considered” and “not perfect.”

It also added important caveats and security considerations.

ChatGPT – PayPal safety

Looking at the citations, you can see the sources that contributed to those caveats:

  • Investopedia, comparing PayPal’s safety measures to credit cards
  • Community discussions, such as r/privacy, where users debate PayPal’s risk profile
  • Editorial sites and even some competitors like Wise outlining protections and limitations
Wise – Is PayPal safe

This means:

How other sites describe you affects how AI describes you.

That makes sentiment tracking vital.

Set up regular AI search visibility audits for your brand. You can do this manually by monitoring different AI platforms.

Start with the top two most used generative AI tools:

ChatGPT and Google AI Overviews.

AI Monthly Users

Each month, run a consistent set of high-intent prompts related to your brand and category.

Note the sentiment, including any differences between AI models.

Look for patterns to assess whether your sentiment is positive, neutral, or negative:

  • Regular positive framing
  • Repeated warnings
  • Recurring pros and cons

Yes, doing this manually takes time.

If you’d rather automate the process, use the AI Visibility Toolkit.

Visibility Overview – PayPal – Topics & Questions

For example, it provides your brand’s overall sentiment and share of voice.

Brand Performance – PayPal – Overall Sentiment

It breaks this down by platforms, including:

  • Google AI Mode
  • ChatGPT
  • Perplexity
  • Gemini
Brand Performance – Paypal – Select platform

 

You can also see how you stack up against your biggest fintech competitors.

Brand Performance – Paypal – Competitors

The Narrative Drivers tool is especially useful.

It shows the exact questions people ask about your brand. And the percentage of favorable sentiment towards you in each answer.

This makes it easy to see where you’re perceived positively or negatively at scale.

Really cool.

Narrative Drivers – Paypal – Breakdown by Question

Make Your Fintech Brand Easy for AI to Trust

AI is changing fintech in a number of ways.

Most notably, a buyer’s first touchpoint is now often an AI-generated answer.

If you’re not in those answers, you’re not in the decision.

The fix: build consistency and consensus signals for your fintech brand.

You already have a strong idea of how to do that. Now, dive deeper into the topic with our AI optimization guide.

The post Fintech in AI Search: How to Be the Trusted & Featured Brand appeared first on Backlinko.

How to Optimize Your Product Pages for AI Visibility

2026-03-06 03:55:37

AI has changed the way people shop.

58% of consumers now use GenAI tools instead of traditional search to find products.

Imagine your customer runs a simple query in Google’s AI Mode: “Winter jackets for women.”

Instead of a long list of links, they get direct product recommendations — alongside:

  • Descriptions of features and best use cases
  • Ratings and reviews
  • Editorial sites that mention the product
  • Direct comparisons with top competitors

All in one response.

Google AI Mode –Best winter jackets for women

Which raises an obvious question:

Why do some products show up, while others are ignored entirely?

Many factors influence AI recommendations.

But one of the most important — and most controllable — is your product pages.

In basic terms, AI needs to understand what your product is and who it’s for.

When that information is clear, structured, and specific, your products have a much better chance of appearing in AI results.

In this guide, we’ll break down how AI evaluates product pages, and which elements matter most.

Plus, we’ll see how leading ecommerce brands structure their pages to get recommended.

Free checklist: To get a head start, download our Product Page AI Optimization Checklist. It includes everything you need to get more product mentions in AI platforms.

How AI Models “Think” About Product Pages

Ever wondered how large language models (LLMs) choose which products to surface in answers?

While there’s a lot at play, you can basically narrow it down to two factors:

  • Consistency: Information about your brand and products matches across your website and third-party sites
  • Consensus: Multiple reputable sources validate your product’s quality, use cases, and performance. This includes reviews on your product pages and third-party sites.

For LLMs to confidently cite a product page, they need consistent, up-to-date information.

AI models analyze product pages to pull details that help them answer user queries.

Remember, AI queries don’t look like a regular search.

Prompts are often highly specific requests for products that fit a clear use case or situation.

Example: What are the best women’s road racing shoes for a 10K in Ireland?

ChatGPT – Best women's racing shoes

AI looks for product pages that clearly communicate:

  • What the product is
  • What it’s used for
  • Who uses it
  • In what situations it can be used

This helps the system understand your product in the context of user queries.

Take this Nike road racing shoe product page, for example.

Nike – Women's Road Racing Shoes

AI systems understand when and how to recommend this product because it contains details like:

  • What the product is: “Women’s Road Racing Shoes”
  • Who should use it and when: Racing-related language like “marathon” and “race day shoe” makes it clear this product is for racing

When I searched “best road racing shoes for women” in AI Mode, it recommended Nike’s Alphafly.

Google AI Mode –Best road racing shoes for women

And where did the information it quoted come from?

Nike’s own product page.

Nike – Product page

AI models also look for consensus signals on product pages.

This includes customer reviews and ratings.

When AI analyzes reviews, it looks for patterns. This includes repeated mentions of specific use cases, features, or product benefits.

For example, the Nike Alphafly is highly rated with plenty of reviews on the Nike website.

Among other benefits, this improves its chances of being recommended by AI platforms.

Nike – Reviews

But AI doesn’t rely solely on product pages.

It cross-references independent sources to back up claims about your products.

In a similar search for racing shoes, I found that AI Mode cites various third-party sources to support its recommendations.

Google AI Mode –Best road racing shoes for women – Sources

Like this one, that includes a review of Nike shoes, complete with product details.

RunToTheFinish – Best carbon plate running shoes

Product pages are one piece of the AI visibility puzzle.

But they create the foundation AI systems need to confidently recommend your products.

Further reading: Learn how LLMs recommend brands in Semrush’s AI Visibility Index.

6 Essential Elements of a Product Page for AI Visibility

You likely already have some (or all) of the elements below on your product pages.

But for AI visibility, having them isn’t enough.

What matters is clarity, specificity, and structure.

Note: These elements aren’t in any particular order: all are important for AI visibility.

1. Clear Product Descriptions with Semantic Language

A clear product description explains more than what your product is. It spells out what it does, who it’s for, and why someone would choose it.

This matters for AI visibility because LLMs rely heavily on semantic retrieval.

In other words, AI understands the intent and meaning behind queries. Not just exact-match keywords.

For example, when someone searches for “vacuum for pet hair,” AI doesn’t just look for that phrase.

It also looks for semantically related terms. Things like “stubborn hair,” “carpets,” “pet odors,” and “allergens.”

How AI expands your query

These terms help AI infer use cases, surface the right features, and decide when your product is a good fit.

Including them on product pages improves your chances of appearing in AI-generated answers.

So, how do you find these terms?

First, read forums, reviews, and social media conversations.

Learn how people talk about the problems they’re facing and the products they’re using.

Using our vacuum example, I dove into r/VacuumCleaners. There, I found recurring phrases around weight, clogging, tangles, and flooring-specific concerns.

Reddit – Best vacuum for pet hair

Next, conduct keyword research on related terms.

This shows you how people actually phrase their searches.

A tool like Semrush’s Keyword Magic Tool is great for this task.

Note: A free Semrush account gives you 10 searches in the Keyword Magic Tool per day. Or you can use this link to access a 14-day trial on a Semrush Pro subscription.

Enter a keyword, such as “pet hair vacuum.”

The tool will return a list of “Broad Match” queries, which contain variations of your keyword.

Keyword Magic Tool – Pet hair vacuum – Keywords

Review the “All Keywords” list on the left to find common themes.

Then, check the monthly search volume for each term.

In our example, we might use “handheld,” “carpet,” and “hardwood” as semantic keywords.

Keyword Magic Tool – Pet hair vacuum – Groups

Collect a few key terms, and use them in product descriptions to explain what your product does.

You can still be creative. Just don’t sacrifice clarity.

Here’s what this looks like in practice.

I asked AI Mode for the best lightweight vacuum for pet hair. One of the top recommendations was a Shark vacuum.

Google AI Mode – Best lightweight vacuum for pet hair

User preferences and personal context aside, AI Mode recommended this product for a few reasons:

For one, it has strong consensus signals from third-party reviews and editorial sites.

(Which you can see from the sources on the right side.)

Google AI Mode – Best lightweight vacuum for pet hair – Sources

But let’s also take a closer look at the product page.

The product name alone — Shark UltraLight PetPro Corded Stick Vacuum — gives a core use case.

It’s meant for lightweight, pet-focused cleaning.

SharkNINJA – Shark Ultralight PetPro Corded Stick Vacuum

The product description reinforces that message with simple, specific language:

  • Captures stubborn hair
  • Works on carpets and floors
  • Hand vac option
  • Weighs less than three pounds
SharkNINJA – Shark Vacuum – Review

That same phrasing shows up in the AI response.

This strongly suggests AI Mode is pulling this information directly from Shark’s product description for this vacuum.

Google AI Mode – Item description

Bottom line: Customer-focused, use-case-driven language helps AI understand when to recommend your product.

This increases your chances of appearing in AI search results.

Further reading: Need inspiration? Check out some of our favorite ecommerce website examples.

2. Pricing and Availability in Real-Time Feeds

LLMs read product data from two places: your product pages and merchant feeds.

If your site has accurate structured data, AI can use that. But crawlers don’t run every minute. That means prices and stock can be stale.

That’s where a live product feed or API comes in.

This includes Shopify’s Catalog API, OpenAI’s Product Feed Spec, and feeds submitted through Google’s Merchant Center.

Pro tip: OpenAI product feed submission is currently available only to approved partners. Fill out the Merchant Application form for consideration.

Google Merchant Center

When you use these, AI search engines can fetch current prices and inventory on demand.

That’s the tech that powers real-time recommendations and in-chat shopping in ChatGPT and other AI platforms.

ChatGPT – Full shoping destination

More platforms are also adding this capability.

Google is rolling out a Universal Commerce Protocol.

This feature brings buy-in-chat functionality to eligible product recommendations in AI Mode and Gemini.

Google – Universal Commerce Protocol

But what if you don’t use a product feed or API?

LLMs can still find product information on public webpages. But it may be outdated.

And that’s a problem.

AI platforms evaluate recency and consistency.

Mismatched prices or outdated stock can hurt your AI visibility. In part, because it leads to a poor customer experience.

​​To see how this plays out in practice, I tested ChatGPT’s “Shopping research” mode.

The AI asks questions to narrow results, including how much you want to spend.

I told ChatGPT I was looking for a new couch. I specified both my budget and need for delivery to Massachusetts.

ChatGPT – Use shopping research

ChatGPT returned five options, all of which fit my budget and availability requirements.

The “Best overall” option even highlighted that it was “in stock for fast delivery” to my state.

ChatGPT – Returned options that fit

To further test how price affects results, I asked if any of the recommended couches were on sale.

It narrowed down my options and provided sale pricing.

ChatGPT – Narrowed down options & provided prices

ChatGPT only mentioned one couch as being on sale.

To find out why, I reviewed the product pages for each recommendation. But only one clearly highlighted both the original and sale price.

Walmart’s product pages boldly showcase the previous price versus the discount.

Walmart – Previous prices versus discount

In its response, ChatGPT specifically mentioned that Walmart displays this info on its product page.

ChatGPT – Currently on sale

Walmart also submits its product feeds to platforms like Google Merchant Center.

So its pricing (both sale and original) is clear and current across platforms.

Google SERP – Grey couch with sleeper

Product feeds and APIs keep your price and inventory fresh.

When AI systems have access to this data, they can recommend your products when users narrow options by price, availability, or discounts.

3. Ratings and Reviews

Many AI systems display ratings and reviews in product recommendations.

In AI Mode, you can click a product recommendation and see reviews directly in the sidebar.

Google AI Mode – Reviews

ChatGPT also includes information from reviews.

It often surfaces them as part of the response:

ChatGPT – Includes information from reviews

But LLMs do more than show you reviews. They also weigh reviews and ratings when choosing recommendations.

ChatGPT often includes labels like “Budget-friendly” or “Most popular” based on reviews.

OpenAI has confirmed that answers may include summaries of the themes most commonly mentioned in reviews.

That could mean pros, cons, and use cases pulled directly from reviews.

Here’s how that looks in practice when I search for warm winter hiking boots:

ChatGPT – Section headings

Ultimately, reviews on your product page don’t just affect whether your product appears in AI search.

They can also influence how it’s positioned.

When AI systems analyze reviews, they look for consistency:

  • Repeated mentions of specific use cases
  • Commonly praised features
  • Patterns in star ratings
  • Shared language around benefits or problems

The more clearly those patterns emerge, the easier it is for AI to confidently recommend — and describe — your product.

This applies to reviews on your own product pages and on third-party sites.

When I asked AI Mode for a hydrating cleanser for sensitive skin, the first recommendation was a product from CeraVe.

Google AI Mode – Hydrating cleanser for sensitive skin

Interestingly, the product description itself doesn’t explicitly emphasize “sensitive skin.”

CeraVe – Hydrating Facial Cleanser

But the reviews on CeraVe’s product page do.

Here’s what I noticed:

  • Reviews are tagged with commonly mentioned phrases
  • One of the most prominent tags is “sensitive skin”
  • There are over 100 reviews referencing sensitive skin — most of them positive
CeraVe – Hydrating Facial Cleanser – Reviews

Having reviews on every product page is a best practice that increases trust and authority.

Encourage customers to leave detailed feedback by:

  • Prompting for use cases in review forms
  • Asking follow-up questions after purchase
  • Offering light incentives (like a coupon) in exchange for honest reviews

Note: The most important thing is that these reviews are real. Fake or AI-generated reviews may temporarily improve your brand’s visibility in AI search. But they are never worth the long-term risk to your reputation.

4. Contextual Use Cases

AI search looks for explicit connections between what a product is and why someone needs it.

So, your entire product page should explain when, why, and in what situations a product makes sense.

Apple – Macbook Air

This requires a shift in how you think about product marketing.

Instead of asking, “What can this product do?”

Ask, “In what specific scenario would someone actively look for this?”

Start by identifying who buys your product and what triggers that purchase. If you don’t already have this insight, customer interviews are your fastest path.

Look for:

  • The situation that prompted the search
  • The alternatives they considered
  • The constraint that mattered most (travel, space, safety, performance, etc.)

Once you have this, choose one or two clear, specific use cases to feature on each product page.

Don’t just list all the possible ways your product can be used.

AI isn’t great at matching vague versatility.

Instead, focus on the use cases that come up repeatedly in customer conversations. That way, AI can match your product to a specific intent.

Let’s look at an example for an electronics brand.

This product page for Anker’s 3-in-1 mobile charger states it’s “ultra compact and travel friendly.”

Anker – Products

When I search for travel-friendly chargers on ChatGPT, Anker’s 3-in-1 device is the top recommended product.

ChatGPT – Travel friendly Chargers

Obviously, this little charger is a great option for more than just travel.

But by calling out that use case on the product page, it makes it easier for LLMs to recommend it in related queries.

5. Awards and Certifications

LLMs prioritize trustworthy, verifiable information when recommending products.

One of the strongest ways to demonstrate that trust is to feature third-party validation on your product pages.

This includes:

  • Industry awards and “best of” recognitions
  • Third-party testing results
  • Safety and quality certifications
  • Sustainability or ethical production badges

To see how much awards affect AI visibility, I analyzed 50 ecommerce brands in Semrush’s AI Visibility Overview tool.

This included Samsung, Patagonia, Everlane, Caraway, and others.

First, I identified brands with high AI Visibility scores.

This is a Semrush metric that measures how often brands appear in AI-generated answers.

I focused on brands scoring above their industry average. (This varies by industry, but is generally between 60 to 90.)

AI SEO Overview – Samsung

Next, I looked at how many of the top-ranking brands feature awards and certifications on their product pages.

And I found something very interesting:

82% of the brands with medium to high AI visibility prominently feature awards and certifications on their product pages.

Awards and certifications link to higher ai visibility

For example, Samsung has an AI Visibility score of 90.

AI SEO Overview – Samsung – Great

And its product pages feature multiple awards.

Like being “rated #1 in camera quality” by the American Customer Satisfaction Index.

Samsung – Rated #1 in camera quality

And winning “Best Phone Camera” by Consumer Reports:

Samsung – What experts say

When I asked Claude which phone has the best camera quality, the Samsung Galaxy was one of its top recommendations:

Claude – Samsung result

BabyBjorn has an AI Visibility score of 67.

Semrush AI SEO – Babybjorn – Overview

A quick look at its product pages reveals certificates and awards on every product page.

Like this one that references a “Best Bouncer” award from Parents Magazine:

BabyBjorn – Parents Magazine Award

When I asked ChatGPT to recommend the “best and safest baby bouncer,” BabyBjorn was the #1 pick:

ChatGPT – Best and safest baby bouncer

Now, this is correlation, not necessarily causation. And awards and certifications are not the only factor.

But they can make a difference for product page visibility in LLM search.

If you already have awards and certifications, showcase them prominently on your product pages.

If you don’t, create a strategy to earn them.

Target industry-specific certifications (safety, quality, sustainability) and awards from reputable organizations.

This includes relevant certifications and “best” awards through PR outreach.

6. Structured Attributes and Schema Markup

Structured attributes are pieces of product information that machines can easily understand.

This includes things like:

  • Price
  • Dimensions
  • Materials
  • Ratings
  • Availability
  • Color
  • Size
  • Warranty details

These attributes are vital components of a product page.

Use tables, bullet lists, or specification sections to clearly structure them for machines and customers.

They should also be in your structured data and product feeds.

For example, health company Vitamix features a “Specifications” section on its product pages:

Vitamix – Product specifications

We can’t say definitively that schema affects LLM visibility (yet).

But major AI search engines confirm they rely on structured attributes to understand and recommend products.

What OpenAI says: “When determining which products to surface, ChatGPT considers structured metadata from first-party and third-party providers (e.g., price, product description).

Depending on your needs, some of these factors will be more relevant than others. For example, if you specify a budget of $30, ChatGPT will focus more on price, whereas if price isn’t mentioned, it may focus on other aspects instead.”

It’s also still a best practice for traditional SEO.

Plus, it’s no secret that structured data helps products appear on Google’s main page and Shopping tab.

It’s what allows users to refine results, see ratings, and check prices right on the first page of Google.

Google SERP – Best glass air fryers

But here’s where it gets interesting.

When I conducted a search in AI Mode, Google’s own shopping cards were the main sources.

Google AI Mode – Google shopping cards

Clicking into one of those sources, I saw even more of that search-friendly structured data.

Seaech friendly structured data

And where does all this information come from?

You guessed it: the original product page.

That same structure is what enables Google’s AI responses to display live pricing, availability, sales, and comparisons.

Clear, consistent schema simply gives search engines and LLMs more to work with.

That context helps AI more confidently recommend your product in related queries.

AI Visibility Essentials for Product Pages (By Industry)

The elements above matter on every product page.

But AI evaluates product pages differently depending on the category.

In this section, we’ll break down the category-specific product page details that AI looks for across six common ecommerce industries.

Fashion Brands

Ask any AI engine for clothing recommendations, and you’ll notice something consistent: the results highlight fit, materials, and comfort.

Google AI Mode – About products

Clearly, the most important product page elements for fashion brands are:

  • Clear sizing and conversion charts
  • Material and care information
  • Customer fit data
  • Sustainability certifications and ethical production badges

Fashion queries are also highly specific to the individual shopper.

To see how AI handles these searches, I used Semrush’s AI Visibility Toolkit.

I analyzed the topic “jeans for women” using Semrush’s Prompt Research tool.

AI Visibility – Prompt Research – Volume

What’s revealing is the variety of queries under this topic.

Take “Plus size and curvy women’s jeans” for example.

Even within this niche, searches vary widely:

  • “Best plus size jeans for big thighs”
  • “Best curvy fit jeans”
  • Most comfortable jeans for curvy women”
AI Visibility – Prompt Research – Jeans for women – Prompts

Across all these queries, the AI responses consistently emphasize the same details:

  • High-rise styles
  • Stretch denim
  • Tummy control
  • Specific silhouettes like bootcut
Semrush – Prompt research – Best jeans for women

These details are pulled directly from product pages and customer reviews:

Abercrombie – Product details

For AI to match products to these specific queries, it needs structured details on your pages.

This is something Abercrombie & Fitch does well.

They display clear fit guidance and aggregated customer fit feedback prominently on product pages.

Abercrombie – Customer says it fits

Health and Wellness Products

Nothing is more important to health and wellness brands than trust and safety.

That’s why non-negotiables for product pages in this industry include:

  • Full ingredient composition
  • Clear dosage and instructions
  • Contraindications and allergen warnings
  • Source transparency
  • Clinical studies or certifications

Searches for health products are often deeply personal and complex.

Many start with a product type and the demographic it’s best for.

For example, the topic of “infant multivitamins” includes these common searches:

  • “Where can I buy reliable infant multivitamins?”
  • “How do I choose the best multivitamin for my baby?”
AI Visibility – Prompt Research – Vitamins & Suplements – Prompts

In their responses, AI models pull from ingredient lists, dosage information, and certifications.

Brands that perform well for wellness-related AI queries follow the same pattern.

They provide detailed information about ingredients, sourcing, and production on their product pages.

This is what helps popular health company Thorne get recommended often in AI search results:

ChatGPT – Thorne Recommendation

Their product pages list ingredients in detail:

Thorne – Ingredient Information

They also include dosage instructions and verifications of the product quality.

All in a clear, machine-readable format.

Thorne – Verified & How to Use

Electronics

When it comes to electronics, AI loves to quote specs.

Battery life, screen resolution, charging speed, refresh rates, and more are all pulled into responses.

So every electronics product page should include the essentials:

  • Full technical specs
  • Compatibility information
  • Setup or installation guides
  • Safety and efficiency certifications

For example, even a simple search — “best cameras for night photography” — returns spec-heavy recommendations.

Google AI Mode – Best cameras for night photography

Structured specs give AI systems what they need to compare products.

This is important on your own site and third parties.

Brands like Sony excel here.

They ensure their product and retailer pages feature technical details that are consistent and in-depth across platforms.

Sony – Product – Key Specs

Home and Furniture Brands

Furniture shopping comes with one big question: Will it fit?

AI knows this, which is why technical details dominate recommendations.

Your home and furniture product pages need:

  • Clear dimensions and room size recommendations
  • Assembly requirements (tools, time, difficulty)
  • Materials and care details
  • Quality and sustainability certifications

For example, in a search for modular sofas for small apartments, ChatGPT mentions configurations in its answer:

ChatGPT mentions configurations

One of its top recommendations is a couch by home brand Burrow.

While many factors go into this, its product page is definitely one of them.

It features different configurations of their modular sofas. Plus, the dimensions of each.

Burrow – Configurations of sofas

It also contains other vital information that users might ask AI systems, such as detailed materials and fabric care.

Burrow – Detailed materials & fabric care

Outdoor and Sports Equipment

Customers need to know whether your products will survive their outdoor adventures.

Which is why AI takes these elements into account:

  • Weather ratings and technical materials
  • Performance specs (capacity, weight, range)
  • Use-case scenarios
  • Safety certifications or features

Let’s say your customers ask about hiking backpacks. They’ll see AI models highlight key features, max load, and materials.

Google AI Mode – Best hiking backpacks

Osprey’s backpacks are regularly recommended by AI.

This is because they clearly state use cases like “week-long backpacking trips”:

Osprey – Recommended by AI

They also include features that make it ideal for common use cases: materials, weight, volume, dimensions, and load range.

Osprey – Product specifications

Baby Products

Baby products trigger some of the most safety-sensitive AI recommendations.

AI models look for structured, verifiable details when recommending anything for infants.

If you sell baby products, here’s what your product page should include:

  • Age and weight suitability
  • Safety certifications (like OEKO-TEX, GREENGUARD)
  • Ergonomic or developmental benefits
  • Material and care instructions

For example, BabyBjorn includes safety certifications on its product pages.

And goes deep into safety information.

This includes how the fabrics are developed, and the appropriate age and weight for safe use.

Baby Bjorn – Product fabrics

When I asked Perplexity for the safest baby carrier on the market for newborns, BabyBjorn was among its top recommendations.

It also specifically mentioned the “hip healthy” certification featured on BabyBjorn’s product page.

Perplexity – Baby Bjorn reference

Increase Your Product Page Visibility in AI Search

If you want AI to recommend your products, the best place to start is your product pages.

Small improvements compound quickly.

Clear descriptions. Structured data. Real reviews. Verifiable trust signals.

Together, they shape how AI understands — and surfaces — your products.

But product pages are just the start.

First, download the Product Page AI Optimization Checklist. It tells you exactly what to review, update, and add to make your product pages AI-friendly.

Then, learn how to build an AI ecommerce SEO strategy that improves your visibility across the entire buyer journey.

AI visibility is possible for your products. Keep testing, keep tracking, and keep growing.

The post How to Optimize Your Product Pages for AI Visibility appeared first on Backlinko.

How to Build Audience Personas for Modern Search + Template

2026-02-21 01:58:51

Search has changed, and so should your audience personas.

Your audience searches across Google, ChatGPT, Reddit, YouTube, and many other channels.

Knowing who they are isn’t enough anymore. You need to know how they search.

Search-focused audience personas fill gaps that traditional personas miss.

Think insights like:

  • Where this person actually goes for answers
  • What triggers them to look for solutions right now
  • Which proof points win their trust

And you don’t need months of research or expensive tools to build them.

An audience persona is a profile of who you’re creating for — what they need, how they search, and what makes them trust (or tune out). Done well, it aligns your team around a shared understanding of who you’re serving.

In this guide, I’ll walk you through nine strategic questions that dig deep into your persona’s search behavior. I’ve also included AI prompts to speed up your analysis.

They’ll help you spot patterns and synthesize findings without the manual work.

By the end, you’ll have a complete audience persona to guide your content strategy.

Free template: Download our audience persona template to document your insights. It includes a persona example for a fictional SaaS brand to guide you through the process.

1. Where Is Your Audience Asking Questions?

Answer this question to find out:

  • Where you need to build authority and presence
  • Which platforms to target for every persona
  • Which formats work well for each persona

Knowing where your persona hangs out tells you which channels influence their decisions.

So, you can show up in places they already trust.

It also reveals how they think and what will resonate with them.

For example, someone posting on Reddit wants honest advice based on lived experiences. But someone searching on TikTok wants visual content like tutorials or unboxing videos.

Where Your Audience Searches Reveals How They Think

How to Answer This Question

Start with an audience intelligence tool that lets you identify your persona’s preferred platforms and communities.

I’ll be using SparkToro.

Note: Throughout this guide, I’ll walk you through this persona-building process using the example of Podlinko, a fictional podcasting software. You’ll see every step of the research in action, so you can replicate it for your own business.

For this example, we’re building out one of Podlinko’s core personas: Marcus, a marketing professional on a one-person or small team team, so he’s scrappy and in-the-weeds.

Pro tip: Start with one primary persona and build it completely before adding others. Focus on your most valuable customer segment (the one driving the highest revenue for your business).

In SparkToro, enter a relevant keyword that describes your persona’s professional identity or core interests.

This could be their job title, industry, or a topic they care deeply about.

I went with “how to start a podcast.” Marcus would likely search for this early in his journey.

SparkToro – How to start a podcast

The report gives a pretty solid overview of Marcus’s online behavior.

For example, Google, ChatGPT, YouTube, and Facebook are his primary research channels.

SparkToro – Audience Research

But it could be worth testing a few other platforms too.

Compared to the average user, he’s 24.66% more likely to use X and 12.92% more likely to use TikTok.

SparkToro – Social networks report

The report also tells me the specific YouTube channels where he spends time.

He’s watching automation, editing, and business tutorials.

SparkToro – YouTube Channels & Podcasts

He’s also active in multiple industry-related Reddit communities.

Maybe he’s posting, commenting, or even just lurking to read advice.

SparkToro – SubReddits

Since Marcus uses ChatGPT, I also did a quick search on this platform to see which sources the platform frequently cites.

I searched for some prompts he might ask, like “Which podcast hosting platforms should I use for marketing?”

If you see large language models (LLMs) repeatedly mention the same sources, they likely carry authority for the topic.

And by extension, they influence your persona’s research as well.

ChatGPT – Sources – Podcast hosting platforms

Compare these sources to the ones you identified earlier. If they match, you have validation.

If they’re different, assess which ones to add to your persona document.

Here’s how I filled out the persona template with Marcus’s search behavior:

Persona template – Search behavior

2. What Exact Questions Are They Asking?

Answer this question to find out:

  • What language to mirror in your content
  • How to structure content for AI visibility
  • What content gaps exist in your market

Your buyer persona’s language rarely matches marketing jargon.

Companies might talk about “podcast production tools” and “integrated workflows.”

But personas use more personal and specific language:

  • What’s the cheapest way to record remote podcasts?
  • How long does it take to edit a 30-minute podcast?

Knowing your audience’s actual questions reveals the gap between how you describe your solution and how they experience the problem.

And shows you exactly how to bridge it.

How to Answer This Question

Start by going to the platforms and communities you identified in Question 1.

Search 3-5 topics related to your persona.

Review the context around headlines, posts, and comments:

  • How they phrase questions (exact words matter)
  • What emotions do they express
  • What outcomes they’re trying to achieve

Pro tip: As you research, save persona comments, discussions, and reviews in full — not just snippets. You’ll analyze the same sources in Questions 3-5. But through different lenses (challenges, triggers, language patterns). Having everything saved means you won’t need to revisit platforms multiple times.

For example, I searched “how to start a podcast for a business” on Google.

Then, I checked People Also Ask for related questions Marcus might have:

PAA – How to start a podcast for a business

On YouTube, I searched “how to edit a podcast” and reviewed video comments.

Users asked follow-up questions about mic issues and screen sharing.

This gave me insight into language and questions beyond the video’s main topic.

YouTube – How to edit a podcast – Comments

In Facebook Groups, I found users asking questions related to their goals, constraints, and challenges.

It also provided the unfiltered language Marcus uses when he’s stuck.

Facebook – Podcasters on Facebook

Now, use a keyword research tool to visualize how your persona’s questions connect throughout their journey.

I used AlsoAsked for this task. But AnswerThePublic and Semrush’s Topic Research tool would also work.

For Marcus, I searched “Best AI podcasting editing software,” which revealed this path:

Which AI tool is best for audio editing? → Can I use AI to edit audio? → Which software do professionals use for audio editing? → How much does AI audio editor cost?

AlsoAsked – Best Podcast Software

It’s helpful to visualize how Marcus’s questions change as he progresses through his search.

Next, learn the questions your persona asks in AI search.

You’ll need a specialized tool like Semrush’s AI Visibility Toolkit for this task.

It tells you the exact prompts people use when searching topics related to your brand.

(And if your brand appears in the answers.)

If you don’t have a subscription, sign up for a free trial of Semrush One, which includes the AI Visibility Toolkit and Semrush Pro.

Since Podlinko is fictional, I used a real podcasting platform (Zencastr.com) for this example.

Semrush – Visibility Overview – Zencastr

This brand appears often in AI answers for user questions like:

  • What equipment do I need to create a professional podcast setup?
  • Can you recommend popular tools for managing and promoting online radio or podcasts?
Semrush – Visibility Overview – Zencastr – Performing Topics

You’ll also see citation gaps — questions where your brand isn’t mentioned. These reveal content opportunities.

For this brand, one gap includes:

“Which AI tools are best for recording, editing, and distributing an AI-focused podcast?”

Semrush – Topic Opportunities – Questions

After reviewing all the questions I gathered, I narrowed them down to the top 5 for the template:

Top 5 template questions

3. What Challenges Influence Their Search Behavior?

Answer this question to find out:

  • What constraints influence their decision-making process
  • How to anticipate objections before they arise
  • What kind of solutions does your persona need

Challenges are the ongoing issues driving your persona’s search behavior. These overarching problems shape their decisions to find a solution.

Understanding these challenges can help you:

  • Position your solution in the context of these pain points
  • Anticipate and address objections before they come up
  • Structure your campaigns to speak directly to their limitations

How to Answer This Question

Review the questions you collected in Question 2 to identify underlying pain points.

For example, this Facebook Group post contains some telling language for Marcus’s persona:

Facebook – Telling language for Marcus's persona

Specific phrases highlight ongoing challenges:

  • “Tech support is no help”
  • Can’t find an editing software that consistently works”

Now, visit industry-specific review platforms.

Check G2, Capterra, Trustpilot, Amazon, Yelp, or another site, depending on your niche.

Look for reviews where people describe recurring frustrations.

Positive reviews may mention what drove a user to seek a new solution. For example, this one references poor audio and video quality:

G2 – Riverside – Review

Negative reviews reveal what users constantly struggle with.

Unresolved pain points often push people to find workarounds or alternatives.

This user noted issues with a podcasting tool, including loss of backups, unreliable tech, and more.

G2 – Riverside – Negative review

Pay close attention to the language people use. Word choice can signal underlying feelings and constraints.

When someone asks for the “easiest” and “most cost-effective” solution, they’re signaling:

  • Limited resources
  • Low confidence
  • Risk aversion

After reviewing conversations and communities, you’ll likely have dozens of data points.

Copy the reviews, questions, and phrases into an AI tool to identify your persona’s top challenges.

Use this prompt:

Based on these reviews and discussions, identify the five biggest challenges for this persona.

For each challenge, show:

(1) exact phrases they use to describe it

(2) what constraints make it harder (budget, time, skills)

(3) how it influences where and when they search.

Format as a table.

This analysis helped me identify Marcus’s recurring challenges:

Persona template – Challenges

4. What Triggers Them to Search Right Now?

Answer this question to find out:

  • What emotional and situational context should you address in your content
  • How to structure content for different urgency levels
  • Which pain points to lead with

Search triggers explain why your audience is ready to take action.

But they’re not the same as challenges.

Challenges are ongoing constraints your persona faces. This could be a limited budget, small team, or skill gap.

Triggers are the specific events or goals that push them to act right now. Like a looming deadline or a competitor launching a podcast.

Understanding triggers helps you reach your persona when they’re most receptive.

Decoding Persona Search Triggers

How to Answer This Question

If you have access to internal data, start there.

Your sales and customer support teams can spot patterns that push prospects from browsing to buying.

For example, your sales conversations might reveal that one of Marcus’s triggers is urgency. His manager might ask him to improve the sound quality by the next episode, prompting his search.

If you don’t have internal intel, use tools like AnswerThePublic, AlsoAsked, or Semrush’s Keyword Magic Tool.

Keyword Magic Tool – Podcast editing

This will help you identify the language people use when they’re ready to act.

For Marcus, my AlsoAsked research led to questions like:

  • “Can I record a podcast with just my phone?” This may suggest a desire to start immediately, without professional equipment.
  • “How to make a podcast with someone far away” could suggest the trigger of a sudden need to work with a remote guest/host
AlsoAsked – Questions

You can also refer back to your research on community spaces.

(Or conduct additional audience research, if needed.)

These spaces are where people describe the exact moments they decide to take action. Aka plateaus, milestones, and failed attempts.

When I searched “podcast marketing” on Reddit, I found a post from someone experiencing clear triggers:

Reddit – Podcast marketing

This user has been unable to get a consistent flow of organic listeners despite high-quality content.

Trigger: A growth plateau that pushed him to ask for help.

He’s also trying to hit his first 1,000 listeners.

Trigger: A goal that pushed him to look for solutions.

If you collected a lot of content, upload it to an AI tool to quickly identify triggers.

Use this prompt:

Analyze these community posts and discussions. Identify the specific trigger moments that pushed people to actively search for solutions.

For each trigger, show:

  1. The exact moment or event described (quote the language they use)
  2. The type of trigger (situational, temporal, emotional, or goal-driven)
  3. What action did they take as a result

Format as a table.

After analyzing the content I gathered, I identified the key triggers pushing Marcus to search:

Persona template – Triggers

5. What Language Resonates (and What Turns Them Off)?

Answer this question to find out:

  • Which messaging angles resonate
  • What tones build trust with your audience
  • Which phrases trigger objections or skepticism

The words you use can affect whether your persona trusts you or tunes out.

The right language makes people feel understood. The wrong language creates friction and drives them away.

When you know what resonates, you can create messaging that builds trust and motivates your personas to act.

How to Answer This Question

Refer back to your research from Questions 3 and 4.

This time, focus specifically on language patterns in reviews and community discussions.

Look at:

  • Exact phrases people use to describe success, relief, or satisfaction
  • Words highlighting frustration, disappointment, and concerns

For example, on Capterra, users praised podcasting platforms that “do a lot” and let them “distribute with ease.”

Capterra – Review on podcasting platform

This language signals Marcus’s preference for all-in-one platforms.

He would likely connect with messaging that emphasizes functionality without complexity.

Next, review the content you previously gathered from community spaces.

In r/podcasting, users like Marcus write with direct, benefit-focused language:

Reddit – r/podcasting – Benefit focused language

Notice what he values: simplicity and concrete outcomes (“automatic transcripts”).

He’s not mentioning jargon like “AI-powered transcription engine” or “enterprise-grade recording infrastructure.”

Plain language that emphasizes quick results over technical capabilities works best with this persona.

Once you have enough data, use this LLM prompt to identify language patterns:

Analyze these customer reviews and community discussions I’ve shared. Identify:

  1. Most common words and phrases people use to describe positive experiences
  2. Most common words and phrases that signal frustration or concerns
  3. Emotional undertones in how they describe problems and solutions

Create a table organizing these insights.

This analysis revealed the specific language that Marcus reacts to positively (and negatively).

Persona template – Language

6. What Content Types Do They Engage With Most?

Answer this question to find out:

  • Content types to prioritize in your content strategy
  • How to structure content for maximum engagement
  • What length and style work best for each format

Knowing the content types your audience prefers has multiple benefits.

It lets you create content that captures your persona’s attention and keeps them engaged.

Think about it: You could write the most comprehensive guide on podcast equipment.

But if your ideal customer prefers video reviews, they’ll scroll right past it.

How to Answer This Question

You identified your persona’s most-used platforms in Question 1. Now analyze which content formats perform best on each.

Conduct a few Google Searches to identify popular content types.

You’ll learn what users (and search engines) prefer for specific queries. Look at videos, written guides, infographics, carousels, podcasts, and more.

For example, when I search “how to set up podcast equipment,” the top results are a mix: long-form articles, video tutorials, and community discussions.

Google SERP – How to set up podcast equipment

But organic search rankings don’t tell the full story.

Analyze content directly on your persona’s preferred platforms, too.

I searched “How to distribute a podcast” on YouTube and assessed the top 20 videos and Shorts for:

  • Video length
  • Views
  • Comments
  • Engagement patterns

Look at the creators your persona follows on each platform. (From the SparkToro report in Question 1).

SparkToro – Report

Pay attention to:

  • Content types drive the most engagement (videos vs. carousels vs. threads)
  • How these creators structure content (length, style, tone)
  • Which topics resonate most with their audience

Once you’ve collected this data, look for patterns.

Or drop your data into an LLM and ask it to find the patterns for you:

Analyze this engagement data I’ve collected for my audience persona.

Identify:

  1. Which video lengths perform best (views, comments, engagement rate) and why
  2. Which content styles generate the most engagement (tutorials, vlogs, behind-the-scenes, etc.)
  3. Any patterns in thumbnails, titles, or formats that consistently perform well

Summarize my persona’s content preferences by video type and rank them as low, medium, or high

For Marcus, I learned that 5- to 15-minute video tutorials generated the highest engagement.

Shorts consistently underperformed for how-to queries, showing his preference for in-depth tutorials.

I documented my findings and ranked each content type by engagement level: high, medium, or low.

Persona template – Content Preferences

7. What Proof Points and Signals Matter?

Answer this question to find out:

  • What proof points influence buyers
  • How to structure case studies and testimonials
  • Where to place proof points to win people’s trust

Proof points can influence whether someone acts on your content or bounces.

They’re also a ranking factor.

Search engines and LLMs reward content that demonstrates Experience, Expertise, Authoritativeness, and Trustworthiness (E-E-A-T).

What is E-E-A-T

But different personas might value different proof points.

Understanding what matters to each persona is crucial to building trust and visibility.

How to Answer This Question

Identify the most common trust markers on your persona’s preferred sites.

Look for:

  • Author credentials: Bylines with relevant expertise
  • Methods: Transparency about the method for creating this content
  • Citations: Links to studies, expert quotes, industry reports, original research
  • Recency signals: Publication and last updated dates
  • Visual proof: Screenshots, before/after comparisons, annotated walkthroughs
  • Social validation: Comment sections, user discussions, engagement metrics

Use Semrush’s Keyword Overview tool to find this information.

Note: A free Semrush account gives you 10 searches in this tool per day. Or you can use this link to access a free Semrush One trial.

Enter your keyword (I used “how to start a podcast”).

Scroll to the SERP Analysis report to view the ranking domains.

Keyword Analytics – How to start a podcast – SERP Analysis – URL

Aim to review 20 to 50 pages for the best results. (Create a spreadsheet to organize the information.)

Identify which proof points they use and how prominently they’re displayed.

Here’s how I did this for one of the articles I assessed:

  • Quantified track record: “Since 2009, Buzzsprout has helped over 400,000 podcasters”
  • First-person experience: “I’ve drawn on lessons from my own podcasts and thousands of conversations with creators”
  • Third-party sources: Expert advice cited from Apple Podcasts on naming conventions
  • Visual demonstrations: Embedded tutorials showing recommendations in action
Buzzsprout – How to start a podcast

Then, use an LLM to quickly spot patterns:

I’ve analyzed top-ranking pages for my persona and uploaded my findings.

Identify:

  1. Which proof points appear most frequently (e.g., “8 out of 10 pages include X”)
  2. How these proof points are displayed (above the fold, in sidebar, throughout content)
  3. Which combinations of proof points appear together most often

Format as a summary with the top 5 most common patterns.

Ultimately, you’ll want to infuse your content with these same trust markers to attract and convert your persona.

After identifying Marcus’s top proof points, I ranked them from medium to high in the template:

Persona template – Proof points

8. Where (and How) Should You Distribute Content to Reach This Persona?

Answer this question to find out:

  • Which platforms deserve your investment
  • What content formats work best on each platform
  • How to maximize organic reach through distribution

Where you distribute content determines whether it reaches your audience.

If you only publish content on your website but buyers find solutions on LinkedIn, you’re overlooking key touchpoints.

Even worse, you’re invisible on major platforms that LLMs scan for answers, recommendations, and citations.

How to Answer This Question

By now, you know your audience persona’s top platforms.

These are your initial distribution targets.

But you’ll ideally be able to validate them against real behavioral data.

If possible, survey recent customers to find concrete patterns about their search behavior.

Send a short survey to customers who converted in the last 90 days:

  • Where did you first hear about us?
  • Where do you go for advice about [primary pain points]?
  • What platforms do you use when researching [your product category]?
  • How do you prefer to learn about new solutions in your workflow?

Once responses come in, look for patterns in how each segment discovers, researches, and evaluates solutions.

Here’s a prompt you can use in an AI tool for faster analysis:

I surveyed recent customers about their search and discovery behavior.

Analyze this data and identify:

  1. The top 3-5 platforms where customers discovered us or researched solutions
  2. Common pain points or information needs they mentioned
  3. Preferred content formats for learning about solutions
  4. Any patterns in how different customer segments discover and evaluate us

Highlight the platforms and channels that appear most frequently, and flag any gaps between where customers search and where we currently have a presence.

Next, cross-reference your research against existing data in Google Analytics.

Open Google Analytics and navigate to Reports > Lifecycle > Acquisition > Traffic acquisition.

GA – Traffic acquisition

Sort by engagement rate or average session duration to see which channels drive genuinely engaged visitors.

Look for high time on site (2+ minutes) and multiple pages per session (3+).

Then, map each platform to the content format that performs best there.

Combine insights from Question 1 (preferred platforms) and Question 6 (preferred formats) to build your distribution strategy.

Here’s what this looks like for Marcus:

Persona template – Distribution strategy

9. What Keeps This Persona Coming Back?

Answer this question to find out:

  • What product features or experiences to double down on
  • How to position your solution beyond initial use cases
  • What content to create for existing customers

Winning your audience’s attention once is easy. Earning it repeatedly is the real challenge.

Understanding what keeps your persona engaged is the key to getting them to return.

How to Answer This Question

Review all the audience persona insights you’ve gathered so far to identify recurring needs.

Look at triggers, pain points, content preferences, and community discussions.

Pinpoints problems that can’t be solved with a single article or resource.

This could include:

  • Tasks they do every week (editing, distribution, promotion)
  • Decisions they face with each piece of content (format, platform, messaging)
  • Skills they’re continuously learning (new tools, changing algorithms)
  • Friction points that slow them down every time

Then, outline the content types that repeatedly solve these problems.

Think tools, templates, checklists, and guides they’ll use repeatedly.

If you don’t want to do this manually, drop this prompt into an AI tool to synthesize your findings:

Based on my audience persona research, here’s what I’ve learned:

Questions they ask: [Paste top questions from Q2]

Challenges they face: [Paste challenges from Q3]

Triggers that push them to act: [Paste triggers from Q4]

Their preferred content types: [Paste formats from Q6]

Identify recurring problems they face repeatedly (not one-time issues).

For each recurring problem:

  1. Describe the problem in their own words
  2. Explain why it’s recurring (weekly task, ongoing decision, changing landscape, etc.)
  3. Suggest 2-3 content types that would provide repeatable value each time they face this problem

Format as a table with columns: Problem | Why It’s Recurring | Content Solutions

For Marcus, this could look something like this:

Problem areas Content assets
Marcus spends too long cleaning audio
  • Editing workflow template (step-by-step, repeatable each week)
  • Breakdown video: “How to Edit a 30-minute Episode in Under 12 Minutes”
Marcus wants consistent reach across platforms
  • Podcast distribution checklist (Apple, Spotify, YouTube, LinkedIn, newsletter)
  • Repurposing templates (social snippets, video clips, carousel outlines)

Every time Marcus faces these challenges, he can turn to them for a reliable solution.

These are the content types that have repeatable value for him:

Persona template – What brings Marcus back

Build Audience Personas That Win AI Visibility

Forget surface-level demographics.

These nine audience persona questions give you actionable, in-depth search intelligence.

You now know a lot about your persona.

You’ve uncovered where they search, what language resonates, and which proof points earn trust.

This is everything you need to show up in the right places with the right message.

If you haven’t already, download our audience persona template to organize your research.

Use it to guide your content creation, search strategy, and distribution efforts.

Your next move: Expand your visibility further with our guide to ranking in AI search. Our Seen & Trusted Framework will help you increase mentions, citations, and recommendations for your brand.

The post How to Build Audience Personas for Modern Search + Template appeared first on Backlinko.

How a 200-Person Company Competes with a $160B Giant in AI Search

2026-02-21 01:50:47

At just under 200 employees, Descript is not the biggest name in video editing software.

It’s not the most robust or the most popular, either.

But it’s punching way above its weight, competing with much bigger companies (like Adobe, and CapCut) in LLM search.

Using Semrush’s AI Visibility score, you can see that Descript is competing closely with giant brands like Adobe.

Semrush – AI Visibility – Competitor Research – Descript

Descript found the way in.

And so can you.

In this SaaS LLM visibility case study, we’ll break down exactly how Descript is getting seen.

And more importantly, what you can copy to improve visibility for your own product.

Choosing Clear Niche Messaging

For years, Descript has been known as a podcast editing tool.

That matters.

Because when people talk about podcast editing, Descript comes up naturally.

In blog posts.

In forums.

And now, in AI answers.

This isn’t accidental. Descript is clear about who it’s for, and their content reflects that focus.

Their product pages and blog posts consistently speak to one core audience: people who want to edit podcasts easily.

Here’s why this matters:

When I asked Google’s AI Mode for the best software to edit podcasts — specifically as someone with no video editing skills — Descript was one of the first tools mentioned.

Google AI Mode – Video editing software

And what shows up second in the list of sources?

One of Descript’s own blog posts about podcast editing.

Across Descript’s own website and other third-party sources, this tool is regularly mentioned as ideal for podcasters.

This matters because of a key difference between AI search and traditional SEO.

LLMs don’t just surface pages. They based their answers on query fan-outs.

Here’s what that means: AI creates multiple searches after the original query, and tries to find an answer that is most directly matched to what was asked.

How LLM Query Fan-out Works

That’s why even articles and websites that aren’t ranking well in Google can still get cited by AI when they provide the most relevant, specific answer to what users are asking.

Because Descript’s content is tightly focused on one audience, one use case, one problem, it maps cleanly to those AI queries.

That doesn’t necessarily correlate to higher ranking in traditional search. In fact, Descript’s traffic from traditional SEO has been steadily decreasing since its peak in 2024:

Organic Rankings – Descript – Estimated Traffic Trend

But at the same time, branded traffic has increased.

So even while the brand isn’t succeeding in traditional search, more people are becoming aware of Descript and searching for the brand name specifically.

Why? In part, because the brand is known for exactly what it does: podcast editing.

AI knows that too. And I would bet that a higher amount of mentions in AI search is helping with brand recognition and influencing that increase in branded search traffic.

Here’s the point: Descript isn’t just checking off boxes of what to talk about.

The way they write — and the way they present their product — shows exactly who they’re speaking to. They match the way their audience talks.

Take the blog article on podcast editing that we mentioned above as an example.

The copy flows naturally, includes quotes from an internal expert in the way she describes the problem and solution, and speaks in an easy way that matches the tone of the audience.

Descript – Copy flows naturally

As a byproduct of this natural way of writing and clear product position, their copy and content semantically matches what their audience is searching for.

And their AI mentions keep increasing.

Visibility Overview – Descript – AI Visibility

Action Item: Identify and Focus on Your Niche Market

Effort vs. Impact: Medium effort. High impact.

If you’re trying to be all things to everyone, AI is less likely to recommend you for anything specific.

Instead, narrow your focus like Descript does:

Descript – Homepage

Of course, you also want to find balance.

For example, “Podcast editing software for true crime hosts who only record on Thursdays,” may be a bit too niche.

To get the narrowest viable version of your core audience, look at your most successful customers.

Ask:

  • Who gets the most ROI from our product?
  • Who uses it weekly — or daily?
  • Which customers have become vocal advocates?
  • What do those users have in common? (Role, company size, industry, workflow)

That overlap is your niche.

Once that’s clear, your messaging gets easier.

You stop being an “All-in-one AI-powered platform for creators and teams.”

And start anchoring your product to a specific job: “Edit podcasts and spoken audio, without technical complexity.”

Then, your product becomes easier for AI systems to understand — and recommend — for specific use cases.

Further reading: Learn how to do deep audience research, along with a free audience research tracker template.

Developing Seriously Helpful Content

Once you know who you’re talking to, the next step is obvious: Help them.

That idea isn’t new.

Helpful content has long been a ranking factor in traditional search.

And in 2024, Google confirmed that their algorithm changes had reduced the appearance of low-quality content in search results by 45%.

Google – Low-quality results

But Descript’s example (and plenty of others) shows how this also applies to AI search.

Because clear, useful, unique content also drives LLM visibility.

Descript doesn’t rely on shallow blog posts or surface-level explanations.

They create:

  • Instructional blog content that answers real questions
  • Help Center pages that actually solve problems
  • Product pages that clearly explain what features do — and who they’re for

They also publish content that isn’t strictly about their product, but is highly relevant to their audience.

For example:

When I asked Google’s AI Mode how much YouTubers actually make, one of the cited sources was a Descript blog post on the topic.

Google AI Mode – How much YouTubers make

That article includes:

  • Data from recent studies
  • Real-world examples
  • A YouTube earnings calculator

It’s comprehensive. And it’s written from an expert perspective.

Here’s another example: When I asked how much it costs to start a YouTube channel, I was again directed to an article from Descript.

Google AI Mode – Starting YouTube channel

That page includes a detailed FAQ and embedded video content from Descript’s own YouTube channel.

Descript – Create a YouTube channel

The pattern is clear.

Depth gets cited. Surface-level content gets ignored.

Action Item: Focus Your Content on Being Helpful

Effort vs. Impact: High effort. Medium impact.

Once you’ve defined your niche, focus your content on what actually helps them.

Descript doesn’t target video editing professionals. So, they don’t show up in those searches.

ChatGPT – AI tends toward bigger players

They focus on content creators and podcasters. And their content reflects that.

To do the same:

  • Talk to people in your niche industry
  • Ask about their workflows, goals, and sticking points
  • Learn what slows them down

Pro tip: If you can’t speak directly to people in your audience or customer base, talk to your customer-facing teams. Customer success and sales teams have daily contact with your core audience. So, they’re in a better position to give you insights into what this audience cares about.

Online research also helps.

Find relevant subreddits to see what people are talking about. Check the comments section of relevant YouTube videos.

Look for recurring questions and complaints.

For example, the Descript team might peruse the r/podcasting subreddit to learn about their audience’s questions and opinions.

Reddit – r/podcasting – Subreddit

The goal: understanding.

When you deeply understand your audience’s day-to-day reality, creating helpful content becomes much easier.

And your content can become the source for AI answers.

Of course, getting citations back to your website isn’t the same as getting direct brand mentions. However, it’s still an opportunity to build awareness and authority.

Plus, building content around relevant core topics helps reinforce your niche messaging.

Further reading: Read the full guide on how to create helpful content.

Showcasing Images and Videos of Their Product

LLMs don’t just read text anymore.

They interpret visuals too.

With image-processing models like contrastive language–image pre-training (CLIP,) AI systems can understand what’s happening inside screenshots and videos — not just the words around them.

And those visuals now show up directly in AI answers. Especially for SaaS product queries in tools like ChatGPT.

For example, when I search for “best CRM software for a small business,” the top AI result includes images of the actual product interface.

ChatGPT – Best CRM software for a small business

That’s a shift.

Highly polished mockups matter less. Real, in-product visuals matter more.

Which is why Descript shows up like this in ChatGPT:

ChatGPT – Best software to edit podcasts

Descript consistently shows real product images and videos across product pages, Help Center articles, and blog content.

These aren’t decorative.

They show:

  • What the product looks like
  • How features work
  • What users should expect when they log in

As a result, those same images and videos get pulled into AI answers — often with a link back to Descript’s site.

ChatGPT – Link back to Descript's site

In this case, the link goes back to a very in-depth Help Center guide to getting started with podcast editing.

Descript Help Center

And most Interestingly, that’s a near-perfect semantic match to the original query.

Action Item: Include In-Product Images in Your Marketing Content

Effort vs. Impact: Low effort. Medium impact.

Start with the basics.

For every feature you highlight, ask one question: Can someone see this working?

Then act on it. Add real screenshots of your core product screens to key product pages. Replace abstract diagrams with in-product visuals where possible.

Next, expand beyond product pages.

Mention a feature in a blog post? Include a screenshot of it in use.

Descript – Mention in a blog post

Explaining a workflow in a Help Center article? Show each step visually.

Descript – Importing a Zoom recording into a new project

Teaching a process? Record a short screen capture instead of relying on text alone.

Descript – Short screen capture

The goal is clarity.

Clear visuals help users understand your product faster. And they give AI systems concrete material to reuse in answers.

Which makes your product easier to recommend — and easier to recognize — inside AI search.

Creating Detailed MoFu/BoFu Content

Content mapped to different awareness levels performs especially well in AI search.

Descript understands this.

They don’t just publish top-of-funnel guides. They create content for product-aware and solution-aware searches, too.

When you search in ChatGPT for video creation or editing tools, Descript often appears in the results.

But more importantly, their own content is cited as a source.

ChatGPT – Video Creation & Editing Tools

In this example, the cited source is a Descript-owned “best of” article comparing video tools.

Descript – Blog Article

Instead of generic recommendations, the page:

  • Breaks tools down by specific use cases
  • Includes clear pros and cons
  • Explains who each option is best for
Descript – Best For

Descript follows this same pattern with multiple “best of” lists and comparison pages against their main competitors.

The payoff?

When I asked AI to compare podcast video editing tools, Descript appeared with clear labels explaining:

  • Who it’s best for
  • Key features
  • When it makes sense to choose it
Google AI Mode – Comparisom Table

That context helps AI recommend Descript to the right people (not everyone).

Action Item: Create Citable MoFu and BoFu Content

Effort vs. Impact: High effort. High impact.

Different awareness levels need different content.

Customer Awareness Levels

To increase product-level AI visibility, focus on Product Aware and Solution Aware queries.

For Product Aware audiences, create:

  • Comparison pages
  • “Best alternative” posts
  • Owned “best of” lists

Want more ideas?

Talk to your sales team.

Ask them: What features are convincing people to buy? Which competitors are commonly brought up in sales conversations?

Those answers map directly to comparison content AI likes to cite.

For Solution Aware audiences, focus on how-to content that naturally features your product.

For example, when I asked Google’s AI Mode how to reduce background noise from a microphone, it referenced a Descript how-to article.

Google AI Mode – Prompt – Sources

This same pattern repeats itself across many of Descript’s blog posts: Find a clear problem, give a clear solution, add product mentions naturally.

It’s all about finding the right questions to answer.

To find these opportunities faster, use Semrush’s AI Visibility Toolkit. This data is powered by Semrush’s AI prompt database and clickstream data, organized into meaningful topics.

Head to “Competitor Research” and review:

  • Shared topics where competitors appear
  • Prompts where they earn more AI visibility than you
AI Visibility – Competitor Research – Descript – Topics & Prompts

Then, dig into the specific questions behind those prompts.

AI Visibility – Competitor Research – Descript – Prompt

The goal isn’t simply “more content”.

It’s answering the right questions — at the right stage — with content AI can confidently cite.

Building Positive Sentiment With Digital PR and Affiliate Marketing

AI visibility isn’t earned on your website alone.

LLMs look for signals across the web.

This is what we call consensus. And it means that positive sentiment has to exist outside your owned channels.

Descript is doing this in two ways:

  • Digital PR on sites AI already trusts
  • A creator-friendly affiliate program that drives third-party mentions

Here’s how it works: Google’s AI Mode tends to favor certain websites to source when answering queries about software.

Semrush’s visibility research for AI in SaaS from December 2025 shows these sites dominate citations:

  • Zapier
  • PCMag
  • Gartner
  • LinkedIn
  • G2
Semrush – AI Visibility – Google AI Mode

Here’s what’s interesting.

Descript is mentioned in articles across nearly all of these top sources.

For example, in software listicles like this one on Zapier:

Zapier Blog – Best transcription apps

Or in real-world experience articles like this one on Medium:

Medium – Descript article

Or in their clear listings on reviews sites like Gartner and G2:

Descript – Reviews

When AI systems cite those favored sources, Descript comes along for the ride.

Not because it’s the biggest brand.

But because it’s present where AI is already looking.

Google AI Mode –Software for video transcription

The second lever is Descript’s affiliate program.

It’s simple:

  • $25 per new subscriber
  • 30-day attribution window
  • Monthly payouts
  • No minimums
Descript – Affiliate

Those are solid incentives.

And they lead to more creator-driven content across the web.

For example, a YouTube walkthrough from VP Land explains how to use Descript and includes an affiliate link in the description.

YouTube-video – Descript – Affiliate link in description

When I later asked Google’s AI Mode how to use Descript, that exact video was cited as a source.

Google AI Mode –Video as a source

That’s the pattern.

Affiliate content creates citable, trusted references that AI systems reuse.

Action Item: Build a Strategy to Get More Mentions Online

Effort vs. Impact: High effort. High impact.

Getting third party mentions is all about building relationships.

First, build relationships with publishers, starting with the ones AI already trusts.

Even if you’re not an enterprise SaaS company with a full-sized PR team, this is still possible.

Granted, it’s not the easy route — but when you find the right websites and perform regular outreach to those teams, you can get your brand on these sites.

Before you start outreach, get your bearings.

Start by going back to Semrush’s AI Visibility Toolkit. Head to the “Competitor Research” tab and select “Sources.”

AI Visibility – Competitor Research – Descript – Sources

This shows you:

  • Which sites LLMs cite for your category
  • Where competitors are already getting mentioned
  • Gaps where your brand doesn’t show up (yet)

Those sites become your shortlist.

Outreach works better when you’re aiming at sources AI already relies on.

Second, build relationships with creators.

Affiliate programs work when creators want to talk about you.

So, build an affiliate program people actually want to be part of.

This means the program has to be easy to join, with clear terms that make it worth their time.

At a minimum, make sure you have:

  • A simple signup
  • Transparent tracking
  • Reliable payouts

Pro tip: Use a tool like PartnerStack to handle all of the details automatically. Better signups, better tracking, and automated payouts build trust with your affiliates.

If you need inspiration, research top affiliate programs to learn more about the conditions creators expect.

But most importantly: Treat affiliates as distribution partners, not just a side channel.

This means enabling them with clear positioning on your product, example use cases, demo workflows, screenshots they can reuse, and other resources.

The better you equip them, the stronger their recommendations will be.

Once you have this set up, track the results.

Use AI visibility data to see:

  • Which publisher relationships are turning into citations in AI search
  • Which creators show up in AI answers
  • Which formats perform best

Then, double down.

Now that we’ve discussed what Descript is doing well, let’s look at where there’s room for improvement.

Where Descript Could Improve: Reddit Marketing

Descript is doing a great job in many areas that are important for AI search visibility.

That said, there’s one area they’re missing out on: Reddit.

And yes, Reddit matters. A lot.

It’s still one of the most-cited sources in Google’s AI Mode.

And in almost all of the searches I tested above, Reddit was cited as a source (especially conversations in the r/podcasting subreddit).

Google AI Mode – Reddit sources

Here’s the problem: right now, Reddit is not doing Descript any favors.

Here are a few thread titles I found just by searching for Descript in a podcasting subreddit:

Reddit – r/podcasting – Negative threads

And yes, there are positive mentions of Descript. But they’re buried under a wave of negative sentiment.

When LLMs scan Reddit for sentiment, that unbalance matters.

AI wants to see consensus. So when Reddit skews negative, recommendations may weaken, and alternatives get surfaced instead.

Even when the product is strong.

That’s why, while Descript’s AI visibility is good, it’s still not as good as it could be. And that vulnerability could hurt them in the long run, even if they’re still doing everything else right.

Here are some ways that Descript (and you) could turn the tides on Reddit:

  • Avoid promoting and start participating: Reddit punishes marketing language. Helpful, honest comments perform better than posts.
  • Respond to criticism directly (when appropriate): Not defensively, but with clear explanations and fixes
  • Be present before there’s a problem: Accounts that only show up during damage control don’t build trust
  • Focus on comments, not posts: High-value comments in active threads outperform standalone branded posts
  • Monitor brand mention weekly: Focus especially on high-intent subreddits. In Descript’s case, that could be r/podcasting.

To be fair, it seems like Descript is taking steps in the right direction.

As of December 2025, the Descript team has taken control of a dedicated brand subreddit, with PMM Gabe at the helm.

Reddit – r/Descript- – Team

And the team’s responses feel very Reddit-friendly, not using marketing jargon or being pushy.

Reddit – r/Descript – Filler Words

But popular threads here still have very little interaction with the Descript team. And there seems to be very few (if any) comments from the Descript team outside of this branded subreddit.

It’s a step in the right direction, but there’s still a lot to work on.

Done right, Reddit becomes a sentiment stabilizer and a stronger input source for AI answers.

Ignore it, and Reddit can become a liability.

Remember: for AI visibility, silence isn’t neutral.

Further reading: If Reddit feels like a whole other world, we’ve got you covered. Read our full guide to Reddit Marketing.

What You Can Take Away from This SaaS LLM Visibility Case Study

Descript isn’t winning AI visibility because it’s the biggest brand.

It’s winning because it’s clear, focused, and consistently helpful.

None of that is accidental.

And none of it requires massive scale.

You can get started on this today by choosing one key action to work on.

Use the effort vs. impact lens from this article to choose where to start.

  • Add in-product screenshots and videos: Low effort, medium impact
  • Tighten your niche messaging: Medium effort, high impact
  • Build citable MoFu/BoFu content: High effort, medium impact
  • Invest in digital PR, affiliates, and community participation: High effort, high impact
  • Create seriously helpful content: High effort, high impact
Effort vs. Impact

Pick one, start there. AI search visibility tools for SaaS companies — like Semrush’s AI Visibility Toolkit — can help you see exactly where you stand today, and where you can improve.

Remember: LLM visibility isn’t about chasing algorithms.

It’s about making your product easier to understand, easier to trust, and easier to recommend.

Do that consistently — and AI search will follow.

Want to learn how it all works on a deeper level? Read our LLM visibility guide to discover even more ways to increase your brand mentions and citations in AI search.

The post How a 200-Person Company Competes with a $160B Giant in AI Search appeared first on Backlinko.

How to Automate Marketing With 8 Simple Workflows

2026-01-23 05:47:41

Everybody wants smoother workflows and fewer manual tasks. And thanks to AI models, automation is at the center of conversations in marketing departments across all industries.

But most rarely get the results they’re looking for.

According to Ascend2’s State of Marketing Automation Report, only 28% of marketers say their automation “very successfully” supports their objectives.

While 69% felt it was only somewhat successful.

How successful is your marketing automation

While this specific stat is from 2024, I imagine the broad idea is still true. Especially since there are so many more automation options and tools. It can get overwhelming to decide a go-forward plan and implement effectively.

So if you feel stuck in the camp of “not bad, but not great” marketing automation, you’re not alone.

The good news?

Once you understand the core building blocks, you can turn messy, half-automated systems into workflows that actually move the needle.

A good marketing automation usually involves four basic steps:

  • A trigger: A catalyst event that starts the automation
  • An action: One or more steps that happen in sequence after the trigger
  • An output: The end result
  • A loop or exit point: A new trigger, or an event that stops the automation
Four Basic Elements of Automation

In this article, we’re going to discuss how to use these steps to automate:

  • The mechanics of content creation (and no, we won’t just be telling you to “write it with AI”)
  • Beyond the basics of email nurtures
  • Your PR strategy
  • Social media engagement

Automate the Mechanics of Content Creation

Content marketers are creative people. We don’t want to automate away the creative work that drives results.

That said, we can automate marketing workflows that come before and after creating. (So we can spend more time on high-impact work.)

Here are some simple ways to get started.

1. Basic Brief Builder

Tools required:

  • Make (free for 1,000 credits per month, paid plans start at $9/month)
  • Your favorite keyword research tool (plans vary)
  • Project management platform (tools like Asana offer a free plan)
  • Google Sheets, Google Docs (free plan available)

Every week, content marketers around the world spend hours researching keywords, pulling search data, creating new briefs, and adding tasks to their project management systems.

What if you could do most of that with one automation?

Here are the basics of how this works:

  • Trigger: A new row is added to a Google Sheet (your new keyword)
  • Action: That keyword is run through your SEO tool, which pulls keyword difficulty, search volume, related terms, and top organic results
  • Output: A new Google Doc with the data inside, and a new task in your project management tool

In the end, the automation will look like this:

How automation look like

And if this seems scary, don’t worry: I’m going to walk you through each step to create this with Make. (Or, you can go ahead and copy this Scenario into your own Make account here.)

First, you’ll need a Google Sheet for your source.

Start with columns for your new keyword, status, brief URL, and task URL. To get started faster, copy this template here.

New Content Ideas Template from Backlinko – Empty

Next, add Google Sheets as the trigger step, and select “Watch New Rows.”

Watch New Rows

After that, select the Google Sheet you want to watch.

Spreadsheet ID

This runs the automation every time you add a new keyword to that sheet.

Now, it’s time to gather information from your SEO tool. For this example, we’re going to use Semrush. (You could also use an API like DataForSEO.)

Our first Semrush module will be “Get Keyword Overview.” (You might see different options depending on the specific tool you use.)

You can choose whether to see the keyword data in all regional databases, or just one region.

Get Keyword Overview

In this task, you’ll map the “Phrase” to the “Keyword” column from your Google Sheet. Then, choose what you want to get as an output. (In this case, I only want to see the search volume.)

Phrase field to the Google sheet

Now, let’s create another Semrush model to “Get Related Keywords” to gather relevant keywords from Semrush.

Again, you’ll map the “Phrase” to the keyword column from our Google Sheet, and choose what data you want to export. (I chose the keyword and search volume.)

Maping "Phrase" to the keyword column

You can also decide:

  • How the results are sorted
  • Whether to add filters
  • How many results to retrieve

Now, you’ll need to add a text aggregator into your workflow. This tool compiles the results from Semrush so we can use them in a Google Doc later on.

Here, simply map the source (our Semrush module).

Then, in the “Text” field, map the data as you want it to appear.

Map the data in the text field

Next, we’ll create a Semrush module that runs “Get Keyword Difficulty.”

Again, we’ll map the “Phrase” to our keyword from the Google Sheet, and choose to export the “Keyword Difficulty Index.”

Phrase Keyword & Keyword Difficulty Index

Next, run the “Get Organic Results” module from Semrush to export the sites that are ranking for your new target keyword.

Select the “Export Columns,” or the data that you want to see, and limit the number of results you get (we chose 10).

Export columns & Limit field

Since we’re getting multiple results, this module will also need a text aggregator to transform those results into plain text for our Google Doc.

We’ll set it up exactly the same way, but this time map the “Get Organic Results” module.

In the “Text” field, I’ve added “Bundle order position” (where that result is ranking in the SERP), and the URL of the ranking page.

Bundle order position & URL

Now, for the fun part.

It’s time to build your basic content brief in a Google doc.

Before you add this into Make, you’ll need to create a Google Doc as a template. This template should have variables that can be mapped to the results you get in your automation.

To show up as variables, you’ll need to wrap them in curly brackets. So, your template will look something like this:

  • Primary Keyword = {{keyword}}
  • Keyword Difficulty = {{difficulty}}
  • Related Keywords = {{related_keyword}}
  • Competing URLs = {{organic_result}}
Variables in curly brackets

(Want to save some time? Copy this template here.)

Now, you’ll create a new module in your Make scenario to “Create a Document from a Template.”

Create a Document from a Template

Once you connect the Google Doc template you created, you’ll see all of the variables you added in curly brackets as fields in the configuration page.

Now, all you have to do is map those variables to the results you’ve gotten from Semrush and your text aggregators.

Values fields

Now it’s time to add this new brief into your project management tool. Make lets you connect several tools, including Asana, Trello, Monday, and Notion.

In this scenario, I already have an Asana project for content production.

So I choose the “Create a Task or a Subtask” module for Asana, and map that existing project.

I can also add project custom fields (like a link to the brief in Google Docs), choose the task name (like the keyword), and automatically assign it to someone on my team.

Brief Link & Task Name

Lastly, I want to go back and update my original Google Sheet so that I can see which keywords have already been run, and where their briefs and tasks live.

So, I add Google Sheets again as the final step in the automation and connect the same spreadsheet that we had at the beginning. Under “Values,” I can map the brief URL from Google Docs and the new task URL from Asana to columns in my spreadsheet.

I also set this so the “Status” column is updated to “Done.”

Status column is updated – Done

Now, let’s run this scenario and see what happens.

First, I add a new keyword to my Google Sheet.

New Content Ideas Template from Backlinko – Add a new keyword

This triggers the automation to run.

The first thing that’s produced is a brand new Google Doc with all of the SEO data from Semrush. You’ll see this new doc appear in your Drive, and you’ll find the link in Asana.

Brand new Google Doc

Next, I’ll see a new task appear in my Asana project (with the brief link included).

New task appear in Asana project

And finally, the Google sheet will be updated to show us that the task has been completed.

Plus, it adds in the links to the new brief in Google Docs and the new task in Asana.

New Content Ideas Template from Backlinko

And there you go: you now have a basic content brief builder automation.

Are these complete briefs? No. But the information provides a great start, gives the writer SERP context, and frees up more time to fill out other important content brief elements.

 

2. Content Workflow

Tools required: Your favorite project management tool (paid or free options available)

Project management tools are great for organizing your content workflow.

But the more tasks you create over time, the harder it is to keep track of and manage those systems.

Many project management platforms give you built-in automation tools to help things run more smoothly. Let’s talk about automations that can help your content workflow specifically.

Triggers might include:

  • A new task is added to a project
  • A custom field changes
  • A new assignee is added
  • A subtask is completed
  • Due date is changed (or coming up soon)
  • A task is overdue

And actions could be:

  • Add to a new project
  • Auto-assign to a team member
  • Update a status
  • Move task to a new section
  • Create a subtask
  • Add a comment

For this example, we’re going to use the Rules system in Asana, but the same basic principles apply to almost any major project management tool.

To start, click the “Customize” button in the upper-right corner of your content management project, and create some custom fields.

Rules system in Asana

Especially important here is the “Status” field. The options here should follow the steps in your content process, and will probably mirror the sections in your Project.

Edit field – Save changes

Once your “Sections” and “Fields” are set up, you can create some rules.

These can help dictate what happens when a new brief enters your content workflow and assign it to whoever is in charge of moving it forward in the process.

Use a Rule to auto-assign someone on your team (for example, your content manager or editor) to the task.

Use a rule to auto assign someone on your team

Now, let’s say a new article is now in progress with a writer.

Create a rule that moves the task to the corresponding section of your project when the status is set to “Writing.”

Move the task to corresponding section

If your content tasks have subtasks (like “create outline,” “write article,” “edit,” or “design”), you can track completion and use that to move pieces forward.

In this case, you can set a rule that once all subtasks are complete, the task moves to the “Ready to Publish” section.

Ready for publishing

Once the task moves to that section, set a rule to auto-assign it to the team member who publishes posts.

Set a rule to auto-assign

Then, when the status is set to “Published,” the task could be moved into a separate project where completed tasks of published content are stored.

This allows you to clear the tasks from your main production workflow, but still keep them on hand in case the piece needs to be updated in the future.

Published Content

What if a piece of content isn’t completed by its deadline?

Set up an automation that checks in with the team to see what the status is.

Automation that checks

There are plenty of other automations you can run in Asana or other tools.

But these basic workflow automations will help your content production process have better handoffs and less friction.

We do this at Backlinko using Monday.com as our project management tool.

Semrush – Monday board

Read more about how we scale content creation here.

Go Beyond Basic Email Nurtures

Email nurtures are relatively easy to put together in any basic email tool: for example, sending a welcome email to a new newsletter subscriber, or a transactional email to a new customer.

But let’s talk about some ways to take those automations even further.

Email marketing automation involves:

  • A trigger: Such as someone signing up for an email list
  • An action: The new contact is added to a list or segment
  • An output: They new receive a series of pre-made emails
  • An exit condition: The sequence finishes once all the emails are sent, or once the contact takes a specific action, like buying a product
Essential Elements of an Email Nurture

Exit conditions are especially important, because you don’t want people to receive another email from you after they’ve already completed an action. (Hello, promo email that arrives after I already made a purchase.)

Let’s walk through how to use marketing automation tools for email.

3. Behavior-Based Nurtures and Follow-Ups

Tools required: ActiveCampaign (paid plans start at $15/month, although other email platforms offer automation capabilities too)

When you trigger an email sequence based on real behavior, you’re catching people in the moment when they’re more likely to engage.

For example, if you want to help a new user get to know your platform, you can trigger onboarding emails based on the actions they’ve taken so far.

Or, if you want to reduce cart abandonment, you can send a special promotion for customers who have items in their cart.

This improved targeting can lead to better engagement from your email list.

All you have to do is match the right trigger to the right action. For example:

Trigger Action
Someone downloads a resource They receive a series of emails on that topic
A customer purchased a product a few months ago They get a reminder to replenish their stock
A contact browses a product category, but doesn’t make a purchase They get an email reminding them of what they looked at
A new user subscribes to your platform They get a series of emails walking them through specific actions

Your exit condition could be when the person:

  • Completes their purchase
  • Books a call
  • Starts a free trial
  • Replies to your email

For example, let’s say you want to send a series of emails reminding someone that their subscription is reaching its end date. It could look something like this:

  • Trigger: End date is within 20 days from now
  • Action: Send series of three emails up to the last day of their subscription (we don’t want to send too many)
  • Exit condition: Customer responds to the email, or renews their subscription

Here’s a great example for home insurance renewal:

Home Insurance Renewal

​​Or, let’s say a new lead just signed up for a free trial or freemium account.

You could create a workflow that pulls information from the onboarding survey in your tool, and builds a personalized, 1:1 email sequence.

Check out this example from HubSpot:

Example from HubSpot

When I signed up for the account, I identified myself as a self-employed marketer. HubSpot pulled that information into this new trial campaign to make the email even more personalized.

So the question is: how do you get started?

Here’s a quick overview of how you could build a behavior-based email nurture automation in ActiveCampaign.

Let’s say you want to send an email sequence to a known contact who visited a certain page on your website. For example, imagine someone who subscribes to your email newsletter, but isn’t a customer, just visited your pricing page. (In other words, they may be close to signing up — they just aren’t quite convinced yet.)

Before you start this automation, you’ll need to enable Site Tracking on your account in ActiveCampaign. To do this, install the tracking code on your website so ActiveCampaign can see page views.

Enable Site Tracking in ActiveCampaign

To start the automation, you’ll add new contacts who enter through any pipeline.

Now, when a known contact (someone who’s already in your database) visits a tracked page, ActiveCampaign associates that page view with the contact’s record, and can start an automation.

Contact enters a pipeline

The real trigger is the next step: “Wait until conditions are met.”

Wait until conditions are met

In this case, the condition is that the contact has visited an exact URL on your website.

Pro tip: You can also adjust this so the email series only runs when the person visits a page multiple times, showing a higher level of interest.

Next, set a waiting period from the time the person sees the page to when the email is sent.

And finally, write your email and add it to the workflow.

Add your email to the workflow

After that, you could:

  • Wait a certain amount of time, then send another email
  • Set an exit condition if the contact replies or makes a purchase

All of this effort turns into an email like this one that I received from Brooks after visiting one of their product pages:

Brooks email after visiting their product page

This makes me way more likely to revisit the shoes I was looking at than a generic reminder email (or no email at all).

4. Webinar Lifecycle Automation

Tools required:

  • Demio (plans start at $45/month)
  • HubSpot (limited free plan available)

Webinars are an entire customer journey, including promotion, confirmation, reminders, and post-event follow-ups.

The trigger is normally one event: Someone signed up for your webinar.

The actions include:

  • Confirmation email
  • Day before and day-of reminders
  • “Happening now” email
  • Post-event replay email

For example, here’s a great reminder email from Kiwi Wealth:

Great email reminder

Immediately after the webinar is finished, you might send an email like this one from Beefree:

Email from Beefree

And you’ll also want to follow up later with a replay and some action items for people who attended, like this:

Action items for people who attended

Note: We got these examples from Really Good Emails, which is a great resource for getting inspiration for your own campaigns.

So, how do you create this automation?

Most great webinar tools allow you to do this. Demio, for example, allows you to automate marketing emails when you create a new event:

​​

Demio – Automate marketing emails

If you want to get really fancy, you can segment your post-webinar follow-up emails by whether or not the contact attended the webinar:

Segment your follow-up emails

Demio’s built-in email is somewhat limited beyond an actual event.

So, you can connect it to HubSpot to add a new layer of segmentation to your lists.

Connecting Demio to HubSpot

Once this connection is live, Demio will import webinar attendance data into HubSpot.

Demio import data into HubSpot

For example, you can import data like:

  • Contacts who registered for the webinar
  • People who registered, but missed the event
  • People who attended the event
  • How long a contact stayed in the webinar
  • People who watched the replay
HubSpot – Field Mapping

You can even add new contacts to lists directly in Hubspot if they don’t exist there already.

Add new conctacts to lists in HubSpot

This automation will help your pre- and post-webinar flows run more smoothly. And hopefully get you more valuable engagement with those webinars.

Grow Your PR Strategy

For small marketing teams, PR outreach can use up a lot of valuable time.

Here are some easy automations to keep doing inbound and outbound PR requests, without spending your entire week on it.

Resource: Get your free PR Plan Template to help you pick the right goals, discover journalists, and make pitches that get press coverage.

5. PR Radar

Tools required:

  • BrandMentions (paid plans start at $79/month)
  • Zapier (free for 100 tasks/month, paid plans start at $19.99/month)
  • Google Sheets (free option available)

Want to keep an eye on new articles that are related to your brand that you could potentially get featured in or a backlink from? Let’s build an automatic PR radar.

Note: Most monitoring tools send alerts, but those notifications disappear into your inbox. This workflow creates a shared, searchable log your whole team can access without extra logins—plus you’ll have a historical record for spotting PR trends over time.

This workflow looks like:

  • Trigger: A new article mentions your brand or related topics
  • Action: Pull all new mentions into one place to scan through them easily
  • Output: A simple, regularly-updated list of PR mentions

There are several tools that do this, but for this example, we’re going to use BrandMentions.

Once you set up your account and your project, head into settings to adjust which sources you’ll collect data from.

Remove social media, and just leave the web option. That way, you’ll get a clean list of articles and webpages that mention your brand or the keywords you added.

BrandMentions – Settings

Once this is set up, you can connect your BrandMentions project to Zapier.

This will trigger the automation to start when any new mentions are added.

You can choose whatever output works best for you: whether that’s a Slack message, a new row in Airtable, or an addition to an ongoing Google Sheet.

For this example, I chose Google Sheets as my output. All I had to do was tie the data pulled from BrandMentions to the right columns in my spreadsheet.

From BrandMentions to Google Sheets

Once that’s done, the automation adds new articles like this automatically into my spreadsheet:

Automation ads new articles into spreadsheet

Pro tip: Want to add a reminder? You can add another step that sends a daily Slack message summarizing all the newly added rows.

6. Media Request Matchmaker

Tools required:

  • RSS.app (free plan available)
  • Zapier (free for 100 tasks/month, paid plans start at $19.99/month)
  • Airtable (free plan available)

PR would be nothing without the relationships we build with journalists and writers.

But it’s hard to know who’s writing about a topic that’s related to your brand. Or where your company’s internal subject matter experts can add their thoughts to promote your brand.

So, let’s build an automation to match new requests to your internal experts.

This involves:

  • Trigger: A new media request that matches relevant topics
  • Action: Classify new requests and match them to the internal expert with the most relevant expertise
  • Output: New requests are automatically routed to the right person

One of the most frequently updated places to find PR requests is on X/Twitter.

Search the hashtag #journorequest, and you’ll see hundreds of writers asking for expert contributions.

X – Hashtag – #journorequest

To prepare this for your automation, start by setting up an RSS feed with the hashtag #journorequest or #prrequest along with a relevant keyword.

You can do this for free with RSS.app.

Setting up an RSS Feed

Then, you’ll get results like this:

RSS app – Results

For the simplest version of this, you can connect RSS.app directly to Slack and send a new message every time a new request is added to the feed.

But let’s be real: that could get overwhelming pretty quickly.

So, we’ll use Zapier for a more in-depth automation.

Start by adding “RSS by Zapier” as the trigger, and paste your RSS feed link into the configuration.

RSS by Zapier

Pro tip: If you want to track journo requests for multiple topics, change the trigger event to “New Items in Multiple Feeds.” Then, simply paste in all of the RSS feed links. That way, they’ll all run through the same automation.

Next use “Formatter by Zapier” to extract the necessary information from the tweets.

First, in Formatter, choose the Action event “Text.”

Then, in the Configure menu, select “Extract Email Address,” and map the input to the description from your RSS feed.

Extract email address

Next, with another Formatter step, select “Text,” and “Extract Pattern.”

The input is still the same description (the original tweet).

In the Pattern box, in parentheses, add the keywords you want to track separated by a vertical bar, like this:

code icon
(cybersecurity|fintech|pets|saas)

Make sure that IGNORECASE is set to “Yes” so that the search isn’t case sensitive.

Ignorecase is set to yes

Now, it’s time to add that to a system you can use to keep track of new requests and route them to SMEs.

For this example, I’ve chosen to use Airtable. If you want to use this exact database, you can copy it here and we’ll use it as we move forward.

Airtable – PR Requests – SMEs

This database has tabs to keep track of your SMEs, the topics they can respond to, and the new requests that come in.

So, let’s connect that Airtable base to Zapier.

Our first step will be to find the right SME for the topic of our journo request.

To start, set the Action as “Find Record,” and link your Airtable base. We’ll pull from the SMEs table, and for “Search by Field” we’ll choose “Topics,” where we’ve previously added our SME’s favorite topics into the Airtable base.

Lastly for this step, map the “Search Value” to the previous step’s result (the topic from the PR query on X/Twitter).

Map the Search Value

Now, we’re going to create a new row in our “Requests” table in Airtable.

Add Airtable as the next step in this Zap, and select “Create Record” as the action. Link the same Airtable base, but this time select “Requests” as the Table.

Then, map the columns in that base to the information you’ve gathered. In this case, that would include:

  • Source = X/Twitter
  • Raw Text = The “Description” from RSS feed
  • Contact name = The “Raw Creator” from RSS feed
  • Contact Email = The output from our first Formatter step, which pulled the email from the original post
  • URL = Link from RSS feed
  • Topics = The output from our second Formatter step, which pulled the topic from the original post
  • SMEs = The “Fields Name” from our Airtable search step
  • Status = New

In the end, it should look like this:

Information fields

And a new record is added into Airtable, like this:

Record is added into Airtable

If you want to get fancy with this, you can dig down into:

  • Which publications are requesting expertise, and rank them by their credibility
  • Automate messages to your SMEs to let them know there’s a new request for them

Get the Most Out of Social Media

For busy marketers, social media can be an incredible time-suck.

Keeping track of trends. Trying to post consistently.

All without getting stuck in an infinite doomscroll.

But a few simple automations can help you get back some of the time you spend on manually managing your socials.

7. Video Clip Automator

Tools required:

  • Zoom (free plan available)
  • Dropbox (free plan available)
  • OpusClip (plans start at $15/month)
  • Zapier (free for 100 tasks/month, paid plans start at $19.99/month)

Short-form video has been gradually gaining a bigger voice in marketing.

In fact, 39% of marketers said that videos under 60 seconds are the most effective.

The problem: they take time to make.

If you’re already creating long-form video (or even just doing recorded interviews with in-house experts), we have a handy automation to help you create video clips faster.

Here’s how it works:

  • Trigger: New Zoom cloud recording is ready
  • Action: Auto-create clips, burn captions, and create a new task in Asana
  • Output: You get social-ready video clips, and a new task to publish them

First, adjust your Zoom settings so your recordings upload automatically into a folder in Dropbox.

Adjusting Zoom Settings

Next, head over to Zapier.

Your trigger step will be a new video uploaded to that folder in Dropbox.

Clip your video by OpusClip

Your next step will use OpusClip, an AI video editing tool. Select “Clip Your Video,” and map that new video file to the one uploaded in Dropbox.

Dropbox step – Video file

OpusClip will then take your long-form video from Dropbox and use AI to clip key pieces. It also crops the video for vertical sharing and embeds captions.

You can also add your own brand template so that videos are edited with your brand’s colors and font.

Now that you have new video clips to share, it’s time to add a task to review and publish them.

So the final step in your Zap is “Create Task” in Asana (or your preferred project management tool).

Create task in Asana

You’ll tie this to a project you’ve already created in Asana, and link the project ID from OpusClip.

In the end, you’ll have a few video clips prepared and ready — all you have to do is download, review, and publish them to your social channels.

8. Comment & Community Nudge

Tools required:

  • Social media monitoring tool (like BrandMentions, paid plans start at $79/month)
  • Automation tool (like Zapier, free for 100 tasks/month, paid plans start at $19.99/month)

Are people talking about your brand online?

To keep positive sentiment high, you need to engage in those conversations. But finding the right conversations, and knowing how to reply, can take a lot of time.

Using a tool like BrandMentions, you can create a similar automation to what we built for the PR Radar earlier:

  • Trigger: A new mention of your brand appears on Reddit, Facebook, or LinkedIn
  • Action: Those new mentions are added to a Google Sheet, and you get a daily Slack message summarizing new mentions

To build this, all you’d need to do is swap out the Sources in your BrandMentions settings. Instead of Web, you’d include all of the social media channels you want to track.

BrandMentions – Social Media

After that, you can build an automation with Zapier, the same way we did in the PR Strategy automation above.

If you want to get notifications for every new mention, you could connect the workflow to Slack. Then, a new message will be sent in the channel every time your brand is mentioned.

Notification for every new mention

This basic automation could work for smaller brands.

But when you start getting hundreds of mentions per day, this will quickly become chaotic.

Here’s an example of how one company faced with this issue was able to automate this process in a deeper way:

Webflow was getting over 500 mentions per day. Their two-person team couldn’t keep up with monitoring and responding (alongside their regular workload).

So, they built an automation.

With Gumloop, they monitor, analyze, and flag only the posts that require a response.

They started with a Reddit scraper to pull relevant threads.

Starting with Reddit

Then, they added an AI analyzer to gauge sentiment, rank priority, and assign a category.

AI Categorizer node

After that, they added a step that would send all high-priority mentions to Slack for a team member to handle directly.

High priority post

The result?

After testing and scaling this process, they were able to build an automation that processes 500+ mentions per day and escalates only the 10-15 that need immediate attention.

If you’ve ever thought, “How can I use AI to automate my marketing tasks?”

This is a great example of an AI automation that works for you without taking over your job.

Is Automation the Right Move? Ask Yourself These Questions First

Automation is the hottest trend.

But it’s hard to know what’s going to save you time and money, and what’s just another fad.

If you’ve ever spent more time trying to automate a task than it would’ve taken you to do the task manually, you’ll know what I mean.

To weigh up whether an automation is worth building, ask yourself these questions:

  • How much time does it take me to do this task manually every week?
  • Is the automation available with a tool I currently use, or would I have to pay for a new tool?
  • Is there a documented automation/integration I can follow?
  • Would this task still require human intervention (even with automation)?
  • Does this fit easily into our current workflow or process?

If the task:

  • Doesn’t take much time to do manually
  • Would still require human intervention even when automated
  • Isn’t easy to build an automation for

…it may not be worth your time.

On the other hand, if the task:

  • Is repetitive
  • Uses up hours of your workweek
  • Can be automated in tools you already have in your stack

…it’s probably time to give automation a try.

Build Your Automation Foundations, Then Keep Growing

The hype cycle of automation and AI can be overwhelming.

But don’t feel like you’re behind just because you haven’t automated away your entire marketing team yet.

Instead, focus on the automations that save you time and are sustainable.

We’ve just discussed eight different automations. Why not choose one or two that are most relevant to your business and team?

Start with the foundational automations that help smooth out your existing processes.

Then, you’ll have a better basis for building more complex automations.

To automate even more areas of your marketing workflows, check out our curated list of our favorite AI marketing tools right now.

The post How to Automate Marketing With 8 Simple Workflows appeared first on Backlinko.

Perplexity AI User and Revenue Statistics

2026-01-20 02:20:39

Founded in 2022, Perplexity offers an AI-powered search engine.

AI tools offer a new way to search for factual information, where Perplexity stands out as an AI-native search engine that combines large language models with real-time web search.

With a valuation of $20 billion and a growing user base of 30 million monthly active users, Perplexity is one of the fastest-growing tech startups challenging Google’s dominance with its AI-native search engine.

From the number of Perplexity active users to company revenue, we’ll cover the latest stats about the popular AI search engine on this page.

Key Perplexity Stats

  • Perplexity has 30 million monthly active users.
  • Perplexity processes around 600 million search queries a month.
  • Lifetime downloads of Perplexity mobile apps reached 80.5 million to date.
  • Perplexity’s annualized recurring revenue reportedly reached nearly $200 million.

Perplexity Monthly Active Users

According to the latest data, Perplexity AI has around 30 million monthly active users worldwide as of April 2025.

As of April 2025, Perplexity AI has 30 million monthly active users worldwide

That’s up from 10 million monthly active users reported in January 2024.

Here’s a table with the Perplexity AI’s monthly active user base since March 2023:

Date Perplexity AI Monthly Active Users
March 2023 2 million
January 2024 10 million
April 2025 30 million

Sources: The Verge, Perplexity AI, Perplexity AI

Perplexity Search Volume

According to Perplexity AI CEO, the search engine processes around 600 million queries per month as of April 2025. That’s an increase from 400 million reported in October 2024.

Search engine processes around 600 million queries per month as of April 2025

Here’s an overview of Perplexity AI monthly search volume over time since X:

Date Perplexity AI Monthly Search Queries
July 2024 250 million
October 2024 400 million
April 2025 600 million

Sources: The Verge, TechCrunch

Perplexity Website Traffic

According to the latest estimates, the Perplexity AI website received 239.7 million visits worldwide in November 2025, showing a 13.21% decrease compared to October 2025.

Perplexity AI website received 239.7 million visits worldwide in November 2025

Here’s a website traffic breakdown of the Perplexity AI website since September 2025:

Date Perplexity AI Website Traffic
September 2025 194.37 million
October 2025 276.5 million
November 2025 239.97 million

Source: Semrush

Perplexity App Downloads

According to recent estimates, Perplexity AI app downloads across Google Play and App Store reached an estimated lifetime downloads of 80.5 million to date, including 5.1 million in November 2025 alone.

Perplexity App Downloads

Perplexity AI had the highest number of app downloads in October 2025, with 15.5 million monthly installs worldwide.

Here’s a table with Perplexity AI app downloads over time since January 2024:

Date Perplexity AI App Downloads
January 2024 0.98 million
February 2024 0.84 million
March 2024 0.75 million
April 2024 0.63 million
May 2024 0.75 million
June 2024 0.79 million
July 2024 0.72 million
August 2024 0.8 million
September 2024 1 million
October 2024 1.27 million
November 2024 1.73 million
December 2024 1.6 million
January 2025 1.82 million
February 2025 2.88 million
March 2025 4 million
April 2025 2.94 million
May 2025 2.56 million
June 2025 2.62 million
July 2025 5.52 million
August 2025 8.84 million
September 2025 11.98 million
October 2025 15.45 million
November 2025 5.1 million

Source: Appfigures

Perplexity Revenue

Perplexity’s annual recurring revenue reportedly reached nearly $200 million as of September 2025, up from $100 million in March 2025.

Perplexity's annual recurring revenue reportedly reached nearly $200 million as of September 2025

Sources: TechCrunch, Perplexity

Perplexity Funding

Perplexity raised a total of $1.22 billion across 7 publicly disclosed funding rounds to date.

Perplexity Funding

Here’s a table with information on Perplexity AI’s latest funding rounds to date:

Date Funding Round, Amount
March 28, 2023 Series A, $28.8 million
January 4, 2024 Series B, $73.6 million
April 23, 2024 Series C, $63 million
August 9, 2024 Series C, $250 million
December 18, 2024 Series D, $500 million
July 18, 2025 Series E, $100 million
September 10, 2025 Series E, $200 million

Source: Tracxn

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