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Insert Variables

Personalize Your Emails At Scale With Variables

Updated over 2 months ago

Variables are a powerful way to personalize your emails, making each recipient feel as though the message was crafted just for them. 🀩 This guide will explain what variables are and how you can use them effectively in your email campaigns.

🧐 What are Variables?

Variables are placeholders in your email templates that are replaced with specific data when the email is sent. They allow you to insert personalized information such as the recipient's name, company, or any other details you have in your database.😎

πŸ‘Ύ ZELIQ Variables

Here are some of the most commonly used variables in email marketing:

Lead Variables

  • First Name: {{firstName}}

  • Last Name: {{lastName}}

  • Company Name: {{companyName}}

  • Email Address: {{emails}}

  • Title: {{title}} πŸ‘‰ Job Title of your lead

  • City: {{city}} πŸ‘‰ City of your lead

  • Country: {{country}}

  • Gender: {{gender}} πŸ‘‰ Miss/Mister

  • Custom Fields - to create: These can be any other fields you have in your database, like {{customHubspot}}, {{customicebreaker}}, {{customLabel}} , {{customstatus}}

Company Variables

  • Company City: {{companyCity}}

  • Company Industry: {{companyindustry}}

  • Company Names: {{companyName}}

  • Company Country: {{companyCountry}}

⚑️ How To Insert Variables In Emails...

πŸ“§ ...in Individual Emails

  1. From My Leads/All Leads: Click on your lead's name to open the side panel.

  2. On the side panel: Click on the envelope to send an email.

  3. Insert the Variable(s: Click on "Insert Variable" to add the variable to the email body, or click the "+" in the subject line to insert it there.

  4. Insert the Variable: Type the variable placeholder. For example, if you want to insert the recipient's first name, you would type {{FirstName}}.

ℹ️ To insert data for Custom Properties, you should go in the "Custom Properties" Tab of the Side Panel!

🦾 ...in Sequences

  1. Create A Sequence

  2. Select The Leads

  3. Choose The Steps: Emails or LinkedIn.

  4. Insert the Variable: Type the variable placeholder.

πŸ’₯ If the data for your variables is not set, we won't send the email and the lead will be "in error" in your sequence.

You can review and fix errors in Step 5 "Review and Launch" πŸ‘‡

🎩 ...in Subject

You can insert variables in the email subject by clicking the "+" at the right of the subject line!

πŸš€ ...in Templates

  1. Click "Settings" in the bottom left corner

  2. Click "Templates"

  3. Select The Template Type: Pitch, Note, or Email.

  4. Name Your Template

  5. Create The Content: and insert variables

  6. Save

🧊 How to create a custom field?

You can create your own custom fields to personalize at scale.

To create a custom field you need to import a CSV with the custom field column. See the video below πŸ‘‡

✨ How to set the variables data?

One-by-One

  1. From My Leads/All Leads: Click on your lead's name to open the side panel.

  2. On the side panel: Click on the envelope to send an email.

  3. Insert the Variable(s: Click on "Insert Variable" to add the variable to the email body, or click the "+" in the subject line to insert it there.

  4. Insert the Variable: Type the variable placeholder. For example, if you want to insert the recipient's first name, you would type {{FirstName}}. (See the video here!)

🍬 To set custom data, you should go to the "Custom Properties" section πŸ‘‡

Massively

For the moment from ZELIQ, the best way to set Custom Properties in mass is to import a CSV File with the custom property column (for example "ice Breaker").

  1. Import Your CSV File: Have a look at this article if you need help!

  2. Map the columns: Make sure you import the column "icebreaker"

  3. Import Your CSV: 3 steps that's it!

🚨 Be careful, if the leads are already in your ZELIQ space, it might create duplicates!

Have a look at Nora's advice to build the perfect icebreakers thanks to ZELIQ! πŸ”¨

πŸ‘©β€πŸ« Can I insert variables in LinkedIn Automation Steps?

Yes, our variables are also working when you're sending LinkedIn messages! 😊

πŸ‘©πŸΌβ€πŸ’» For further information, please do not hesitate to contact us:

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