Required
Email address. It is the unique key for a lead in a workspace.
Recommended
- First name — greetings
- Company — relevance in the opening line
- Job title — targeting and tone
- Location — timezone context and local references
- Website — the single most useful field for AI personalization
Custom fields
Anything else you import can be stored as a custom field and merged into copy.
Important notes
Every variable you use should have a fallback. Data completeness is never 100%, and a fallback is what stops that showing.
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