General information
With "Message Template Editor PRO" you can create appealing, deeply personalized messages using such features as variables, and IF | THEN | ELSE operators. However, sometimes using standard LinkedIn variables such as 'position', 'company', 'mutual contact' is not enough to customize your automated message when you want to refer to a very specific piece of information. Exactly for this purpose Linked Helper allows uploading custom variables. For this to work Linked Helper needs a file with 2 columns - profile_url and a column with your custom variable.
Please note that:
- "Custom variables" is a feature of the Custom template variables plug-in, you can activate it in the Plug-in store
- There are 3 levels of custom variables (CRM-, campaign-, action-level), and the action-level custom variable is not available in any other action apart from the one it was uploaded to. The same applies to the campaign-level custom variable: it is available to all action but only in one campaign. CRM custom variables can be used in any campaign and any action.
What you need to do first is to:
- Download profiles for which you want to apply custom variables
- Open the file with MS Excel or Google Sheets (Note: Unfortunately, MS Excel doesn’t support CSV files in the same way as .xslx files. But you are still able to open any CSV file with MS Excel. Please check here how to do that).
- Add one or several columns with custom variables and save the file. Previously, the name of the column with a custom variable had to start with "cs_" for Linked Helper to recognize it. Now, it's not required and you can choose any name for a column. After uploading a file, you can pick column(s) with custom variables:
There are 3 levels of custom variables where you can upload this file:
CRM Level
A custom variable becomes a CRM level custom variable when you upload it directly to Linked Helper's CRM.
Basically, such custom variables will be applied to all your campaigns, but it will be available only for those profiles whose URLs were uploaded within the CSV file and had a value in the column with a custom variable. To upload a file with custom variables to CRM:
- Activate Custom template variables plug-in from the Plug-in store
- Navigate to the CRM tab in Linked Helper interface and click on the "Custom variables" button
- Select the file with your custom variables and click on "Upload"
Now if you navigate to the "Message" tab for any action in any campaign, you will see that this custom variable is available. Please keep in mind, that it will work only with profiles whose URLs were uploaded with the file:
Also, you can add a custom variable of CRM level directly for a profile in CRM. To do that:
- Navigate to the "CRM" tab and click on any profile to open it:
- Here you can add a custom variable of CRM level for this profile:
Please note that opening a profile through the "CRM" tab will show you only custom variables of the CRM level.
Campaign level
A custom variable works on a campaign level when you upload it to your campaign. Custom variables in this case will work for this campaign's actions.
Important:
- the Campaign level has a higher priority than CRM level - that means if you upload 2 custom variables with the same column name but different content to CRM and to the campaign, the custom variable that was uploaded to the campaign will overwrite the custom variable that was uploaded to CRM;
- campaign level custom variables are available only for the current campaign.
To apply custom variables on a campaign level, please:
- Activate Custom template variables plug-in from the Plug-in store
- Choose the needed campaign from dropdown menu and go to the campaign where you want to upload custom variables:
- Go to the "Lists" tab and click on "Custom variables":
- Select the file with your custom variable and click "Upload":
- This custom variable can be used only with the campaign, where you uploaded it:
- If you open a profile from your campaign (from the "Lists" tab of your campaign)
- You will be able to view and add custom variables of both CRM and campaign levels:
Action level
The custom variable works on the Action level when you upload it to a certain action of your campaign and it this case this custom variable will be available only in this action.
Important:
- action level has a higher priority than campaign and CRM levels - that means if you upload 2 custom variables with the same column name but different content to CRM and / or to the campaign and to action, the custom variable that was uploaded to action will overwrite the custom variable that was uploaded to CRM or campaign;
- action level custom variables are available only for the current action.
To apply custom variables on an action level, please:
- Activate Custom template variables plug-in from the Plug-in store
- Choose the needed campaign from dropdown menu and go to the campaign where you want to upload custom variables:
- From "Workflow" go to action where you want to upload this custom variable (e.g. you want to add custom variables for "Invite 2nd/3rd" action):
- Click on "Custom variables", select the file with your custom variables, and click "Upload":
This custom variable will be available only for this "Invite 2nd/3rd" action, you won't be able to use it in further actions of your workflow:
If you open a profile in an Action, you will be able to view and add custom variables of all CRM, campaign, and action levels:
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