[Prospectreach] How to Master Email Personalization Using Custom Fields

If you are looking to elevate your email marketing strategy, using custom fields is an essential way to tailor your communication. Custom fields allow you to include specific values regarding a contact directly within your emails, ensuring that your message resonates with the recipient on a personal level.

Here is a step-by-step guide on how to create and utilize custom fields based on the sources provided:

1. Creating a New Custom Field

To begin, you need to define the specific category you want to track. You can find the Custom Fields tab located underneath your Settings menu.

• Click the plus sign (+) to add a new field.

• Type in the name of the field you wish to create. For example, you might type in "Industry" to track the professional sector of your contacts.

• Click save to finalize the creation of the field.

2. Assigning Values to Contacts

Once the field is created, you can start populating it with data for individual contacts. When you add a new contact or edit an existing one, you will see your custom fields displayed at the very bottom of the contact record.

Here, you can input the specific value relevant to that person. Using the previous example, if you created an "Industry" field, you might type "plumber" as the value for a specific contact.

3. Personalizing Your Emails

The true power of custom fields lies in the composition phase. When you are ready to write an email, the custom fields you created are added to a pick list. You can select these fields during the drafting process to automatically insert the specific values associated with each contact, effectively personalizing the message for every recipient.

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Analogy: Think of custom fields like playing a game of Mad Libs with your contact list. You write the main story (the email body) once, but leave specific blanks (custom fields) for details like "Industry" or "Job Title." When the email is sent, the system automatically fills in those blanks with the unique information you wrote on each contact's "card," ensuring the final story makes perfect sense to the reader.