How to Create and Use Custom Lead Fields

Dripify helps you achieve high-scale personalization by adding Custom Lead Fields feature. You are no longer limited to the data available on a lead’s LinkedIn profile. You have got more control over personalization in outreach by using custom data from CSV uploads in message, connection request, Inmail and email sequences. You have got flexibility to add unique URLs, custom notes, or other specific details for each lead, making campaigns more targeted and effective. With custom variable mapping, you can easily add personalized touches like conference links or compliments, leading to stronger and more impactful communication.

You’ll be able to create up to 50 custom lead fields (E.g. “Pain Point”, “Industry Notes”, “Best time to contact”, etc.) per account in “Settings”:

Also custom lead fields can be created while uploading a CSV file.

Custom lead fields are available as variables in Connection Request, Message, InMail and Email actions. There is a label “Custom” next to a custom lead field.

You can rename a custom lead field in “Settings” and its name will update automatically in all active, paused and draft campaigns.

You can utilize your own data by uploading a CSV. After uploading a CSV file with multiple columns and detecting LinkedIn profiles, you proceed to the next step - field mapping. At this stage, you can review the structure of the uploaded file, match CSV headers and columns to Dripify lead fields, and review the file structure before import.

Before the CSV file upload, you’ll see a notification with rules: header row required, format, limits and invalid data behavior.

Importing a CSV file with leads that already exist in Dripify? You can choose one of the three options of what happens to their lead field values:

1) “Update all leads” updates all fields, including the existing values (you’ll confirm this with an “I understand that existing values will be overwritten” checkbox);

2) “Update missing fields only” fills the gaps and never changes the existing data - this is the safe default;

3) “Do not update existing leads” imports new leads only.

You can view custom lead fields on Lead card.

Custom Lead Field values can be edited on the Lead card but Field names can only be edited in “Settings” → “Lead fields”.

The default “Manually Added Email” field has been renamed into “Custom Email” in Lead card, Settings and CSV mapping.

Corporate Email has been removed from the mapping-target dropdown on the CSV mapping screen. You can still map any column to Custom email without restrictions.

If you try to save a sequence with a custom variable as a template, you’ll see a notification: "Template with custom variables can't be saved temporarily. We are in progress of developing this." and the template will not be saved.