Custom Fields allow you to track specialized details about your prospects beyond standard options.
You gain a fuller picture of each prospect by capturing personalized information, such as preferred communication times, specific product preferences, or industry-relevant insights.
Advantages of Using Custom Fields
Using Custom Fields, you can:
Create Personalized Interactions: Capture unique data points to tailor content to each prospect.
Segment for Targeted Marketing: Organize your prospects by relevant attributes to optimize campaign targeting.
Centralize Critical Data: Keep all essential details in one place to simplify lead scoring and streamline follow-up efforts.
💡 Custom fields are only saved at the campaign level & in the form of "text" only.
How to Add Custom Fields
Login to Outreachly.
Select "Prospects".
Select the Prospect.
Scroll to the end to find "Add Custom Field".
Add a clear "Name" to describe the field & then insert the "Value".
Click "Add".
How to Add a Custom Field using a CSV
When Importing prospects via CSV, you have the option to add custom fields. In this case, the custom fields are stored against everyone in that campaign.
Follow this detailed article for the steps.
🚀 Success! Unlock deeper insights with Custom Fields and elevate your Outreachly experience