At SourceWhale, we believe that hyper-personalizing your campaign content will lead to more engagement from prospects and larger successes. Since you save time with our automation & augmentation processes, there is more time to dig deep for gold nuggets of information about your prospect to add to your campaigns. 🥇

When writing content, we offer dynamic and systemic variables to customize each email, but there is the opportunity for more customization with custom variables. Follow the steps below to learn how to use custom variables through a spreadsheet upload and during a LinkedIn flow.

Content:

  1. Using Custom Variables through Spreadsheet Upload

  2. Using Custom Variables in a LinkedIn Flow


Using Custom Variables through Spreadsheet Upload

If you already have a spreadsheet of contacts to upload to a campaign, you can add custom variable columns for information that doesn't fit into another field. You are able to add up to four custom variables.

Note: Learn more about formatting & uploading your spreadsheets to SourceWhale here.

Step 1

Create a campaign in SourceWhale and begin building out your steps. Add the custom variables to your copy based on the information you have in your spreadsheet. Don't forget to save your campaign before heading to the next step!

Step 2

Upload your contact spreadsheet to SourceWhale.

Step 3

Select the campaign you would like to add the contacts to. Select the drop-down menu under 'Mapped to' and select the correct custom variable based on your column header and what information you have in your campaign.

Step 4

Once your column header fields are mapped to the correct variables, select 'Next', review your contacts, then click 'Review Outreach'. Once on the Outreach page, you will see that the custom variables have populated in their correct places.

Step 5

Once you have reviewed your contacts and content, click 'Add All to Campaign'.


Using Custom Variables in a LinkedIn Flow

If you would prefer to fill in custom variables as you source contacts on LinkedIn, this section is for you.

Step 1

Create a campaign in SourceWhale and begin building out your steps. Add the custom variables to your copy based on the information you plan on finding on contact LinkedIn profiles. Don't forget to save your campaign before heading to the next step!

Step 2

Go to LinkedIn and begin sourcing contacts through the SourceWhale extension. Once on a profile, select the campaign you would like to add the contact to.

Click on the contact's name.

Step 3

Once you click on the contact name, the variable fields will pop up. Fill in each custom variable. Click 'Save'.

Step 4

Once all of the custom variable fields have been entered, select 'Add to Campaign'.


Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬

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