Importing CSV file:
To add a contact to your Salesforge workspace, navigate to the Contacts window located on the left-hand side of the screen. In the top-right corner, you'll find the "Add Contacts" button. You have three options for adding contacts: via Google Sheets, manually entering them one by one, or importing them using a CSV file. In this document, we will focus on how to add contacts using a CSV file.
Here is a sample of how your CSV could look like.
Contact tags:
A tag allows you to filter and organize your contacts, especially when you have a large number of them. Whenever you upload a new batch of contacts, you'll need to assign an existing tag or create a new one. This allows you to easily filter your contacts by the tag when adding them to a sequence in the future.
Custom Variables:
You can use custom variables in both the content and subject lines. These variables can be either predefined or ones you've created when importing contacts into your workspace.
To add variables to the subject line, simply click on "Subject Variables."
For email content those are available in variables:
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Content with variables and can look something like this.
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Note:
When importing a CSV, you'll see a custom variable input, allowing you to map it to the appropriate column in the CSV file.
