Overview
When preparing your CSV file for import, you have the option to add a few additional columns - Custom Field 1, Custom Field 2 etc. - and populate them with whatever personalization data you'd like to use. This could be what their company offers, a recent LinkedIn post, the technology they use, or anything else relevant to your outreach. You can also also use Custom Fields on import via API, and through integrations.
A few important things to keep in mind:
Custom fields must be included in the CSV at the time of upload - they cannot be added after the fact.
Custom Fields must always start from Custom Field 1 in the first cell and continue in sequential order from there. Placing them out of order can cause the fields to be misread, resulting in the wrong information appearing in your messages.
When creating your message sequences, you will be able to see the Custom Variable placeholders.
When you select Custom 1, the system will take the information located in the Custom Field 01 column and populate it in the message.
Example:
Custom field 1 = Salesflow
The set up:
How it will send:
When inserting a custom field, you'll be prompted to enter a fallback text.
This acts as a substitute if the system can't find the information for that contact's custom field. Using the example above, if no custom field is found for a contact, the message would default to: Hi John, I noticed you are in charge of the sales team at your company.
How to insert a custom field
1. Open your campaign and navigate to the Message Sequences section.
2. Select the message where you would like to add the custom field, be it a connection message, a follow up, or an InMail.
3. Begin composing your message. When you're ready to insert the field, click the Custom 1 or Custom 2 button (the three dots button for the rest) to place it at your cursor's position.
4. A fallback text window will appear. Enter the text you'd like to display if the custom field is empty for a contact, then click Insert. The custom field will be added to your message.
5. Click save.
We hope this article helped! If you have any questions, please reach out to us via support@salesflow.io or through our support chat.