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Configure Custom Fields for Personalization

Written by Premsanth Rajamani

Custom fields allow you to personalize emails beyond default variables like first name or company.

Salesgear already supports standard fields such as:

  • Name, title, company

  • Industry, location

  • Phone and mobile number

You can add your own custom fields to support deeper personalization.


How to add custom fields

  1. Go to Settings

  2. Navigate to Account Settings → Custom Fields

  3. Enter the custom field label

  4. Click Save changes

Once added, these fields automatically appear in the email editor under Insert variables.


Note: If a custom field is used in a sequence, it must not be empty when uploading contacts.

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