Custom variables

Hey Superstars! 🌟

With Custom Variables in your Sales Engagement Tool, you can easily personalize CSV-based campaigns for maximum impact. 🎯 From setting up replacements to creatively formatting variables, this guide ensures that each message is custom-made for your leads. Elevate your outreach and make your campaigns truly unique. Start personalizing today!💌

Custom Variables in CSV Campaigns:

First off, Custom Variables are your go-to feature when running campaigns via a CSV file. They add a level of versatility and personalization that’s unmatched! 📁

What Happens When a Variable is Missing?

When the Sales Engagement Tool encounters a Custom Variable in your campaign, it looks for the value in your CSV file. If it doesn’t find one, the tool will prompt you to provide a replacement. 🔄
Replacements are necessary to ensure every message has a value, even if all the information is already in your CSV.

Pro Tip: Make sure your replacements fit seamlessly into your message—context is key! 👑

Accessing Your Custom Variables:

To view or edit these nifty variables, just click on the tag. It’s like opening a treasure chest of options! ⬇️

Where to Find Them:

All your Custom Variables will be neatly lined up under the tag view, just like in the example image. 

Formatting Keys:

There’s plenty of freedom with formatting, but certain Key Variables like ‘profileUrl’ and ‘email’ need to be formatted correctly for the tool to recognize them. ✔️
For email campaigns, and if you want the Sales Engagement Tool to display lead names right after uploading, use our native variables: firstName and lastName.

Get Creative with Sentences:

Feel free to use a whole sentence as a Custom Variable! It’s like adding a personalized touch to every message you send. 📝

Avoid Duplicate Formats:

Make sure your Custom Variables don’t mimic the tool’s default formats. For example, if the tool uses ‘currentCompany’, you could name yours ‘current_company’. It’s all about being unique! 🌈

And there you have it—a quick guide to mastering Custom Variables in the Sales Engagement Tool. We hope this helps you personalize your campaigns and connect more effectively with your audience.

Happy campaigning, and enjoy your journey with the Sales Engagement Tool! 🚀