How to Use Attributes

Attributes (also know as mail merge) are placeholders that can be added to the email template. Attributes automatically transform to the information/value associated with the prospect when the email is sent to the prospect. Adding attributes to emails makes the emails personalized for each prospect/company. 

Example: {{prospect.first_name}} transforms to the prospect's first name if the prospect was created or imported with a first name. So "Hey {{prospect.first_name}}," will transform to "Hey Ben," when the email gets sent to a prospect named Ben.

How to add attributes to emails:

You can click the attribute buttons in the email editor to insert attributes to the email body.

You can also type them in manually as long as it follows the same format as when you click the button.
The subject line can also contain attributes EXCEPT the {{=day}} attribute

Note: Some attributes will stop the sequence from starting if the attribute cannot transform to any value.
If a sequence with {{company.name}} is started on a prospect that is not in any company, then {{company.name}} will not transform to anything and the sequence will not start (resulting to an error). 

You can send test emails first to make sure your attributes are working before starting your sequence on live prospects.
To send test emails, go to Sequence -> Sequence List -> view the sequence -> Menu -> Send Test Emails 

Custom attributes/Prospect attributes:


You can create custom attributes and then use the custom attributes to insert personalized text or even URLs to your emails depending on each of your prospect.

Go to Prospects -> Attributes -> Create a custom attribute:



You can also add a default value (or fallback value) to your custom attributes so that the custom attribute will transform to the set value instead of just being blank for prospects without a custom attribute value.

After that, you can import (or re-import) your prospects and assign a custom link or value to the custom attribute you created. 
Example:
Here's a column I added in my google sheet to include a unique URL for each prospect:
custom-att-in-spreadsheet.pngThen map it to the custom attribute when importing:
map-custom-att-nv.png
After that, you can include the custom attribute in your email - in my example it's {{prospect.c-link}}
(you can also click the custom attribute button in the email editor)

Tip: To map attributes and tags automatically, use lowercase characters when naming attributes and tags.

Precomputed Attributes:

The {{=unsubscribe}} attribute automatically adds an unsubscribe link to the email. 
Here's a guide ->  Unsubscribe attribute

The {{=colleagues}} attribute is a special attribute that automatically resolves to the prospect's colleagues' names. You can check this guide for more info ->  Colleagues attribute

The {{=day+0}} attribute transforms to the current day of the week when the email gets sent out.
You can change 0 to any numeric value to transform to another day of the week. 
Example: If today is Monday, "Happy {{=day+0}}" will transform to "Happy Monday"
"Happy {{day+2}}" will be "Happy Wednesday" and so on..

The {{=ooo}} attribute automatically transforms to whatever value you placed in the {{=ooo}}
settings under sequence settings. View sequence -> Menu -> Settings -> {{=ooo}} text.

The {{=ooo}} attribute will only show the text if the prospect was labelled " Out of Office" in the the previous step of the sequence. You can use that to add a nice "Welcome back!" message.