Variables are a great way to customize your messages to individual recipients in sequences. Variables will automatically be filled in with the information you provide to Mixmax.
There are several ways to add variable data to Mixmax:
CSV - You can upload a CSV file with a list of recipients; each field title (column header) in the CSV will correspond to a variable. See CSV Files for more information on creating a CSV compatible with Mixmax.
Salesforce - Salesforce lists can be imported into sequences; each Salesforce field associated with the contact or lead will be represented as a variable in the sequence.
Manual - You can manually create new variables. To do this, click the + button in the Add recipients window when making your sequence. If you need to create a variable while editing your sequence content manually, just start typing using the following format: {{Variable name}}. A new column header will be created in the Recipients table, which you can then fill with data. Additionally, ensure that when making a CSV file, the columns match the variables you intend to use (e.g., "First Name", "Company"), as these will populate the corresponding variables in your sequences with recipient-specific data.
Once a variable has been created, it will appear at the top of the Sequence Stage Editor. Simply click the Insert variable button to add it. For example, you can use variables like {{first name}} and {{company}} in your email templates. When the sequence is sent, these variables will automatically fill in the recipient's first name and company details as provided in your data.
LinkedIn-Specific Personalization Tips
Mixmax supports variable insertion in LinkedIn messages for sequences. However, note these important considerations:
LinkedIn task stages themselves cannot be personalized for each recipient during the task setup. For example, you cannot customize LinkedIn task details individually.
To personalize the messages, include variables like
{{first name}}or{{company}}in the LinkedIn stage messages.Ensure the recipient data aligns with the variables by importing a prepared CSV file or manually entering information into the "Add Recipients" table.
When tasks are created, Mixmax automatically replaces variables with the recipient's data. By understanding these limitations and preparing your variables, you can effectively optimize your LinkedIn outreach.
Summary and Best Practices
Use either CSV imports or manual entries to provide data for personalization variables.
Add variables like
{{first name}}to your message templates for seamless auto-fill during execution.Be aware of and plan for personalization limitations in LinkedIn task stages.
Ensure the CSV's column headers precisely match the variables used in your message templates.
Double-check all recipient data and message templates for accuracy to avoid errors in outreach. By adhering to these guidelines, you’ll maximize the effectiveness and precision of your Mixmax-powered communications.
To learn more about advanced variables, see How to use Liquid Markup for advanced variables.