Custom fields & label

Customizing your contact data is essential for effective and personalized email & Linkedin outreach. DitLead offers Custom Fields and Custom Labels to help you organize and manage your leads.

Custom Fields and Custom Labels in DitLead

Customizing your contact data is essential for effective and personalized outreach. DitLead offers Custom Fields and Custom Labels to help you organize and manage your leads with precision. This guide will explain how to create and use these features.

Manage imported Leads on DitLead

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Custom Fields

What are Custom Fields?

Custom Fields allow you to add additional information to your contacts beyond standard fields like name and email. This flexibility helps you store specific details that can enhance personalization in your campaigns.

Examples of Custom Fields:

• Job Title

• Company Size

• Industry

• Purchase History

• Customer Notes

How to Create Custom Fields:

1. Navigate to the Leads & Contact section in settings.

2. Click on Custom Fields in the settings menu.

3. Choose Add Custom Field and enter:

   • Field Name: A descriptive name for the field (e.g., "Preferred Contact Time").

   • Field Type: Select from text, number, date, dropdown, or checkbox, depending on the data format.

4. Save the custom field.

Add custom fields to use in personalization etc

Using Custom Fields in Campaigns:

• Personalization: Use custom fields in email and LinkedIn messages for highly targeted outreach. For example, insert a custom field like {{job_title}} to personalize emails.

• Segmentation: Filter leads based on custom fields to create more relevant segments for your campaigns.

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Custom Labels

What are Custom Labels?

Custom Labels are tags you can apply to contacts to categorize and organize them. Labels make it easy to group contacts based on shared characteristics or campaign goals.

Examples of Custom Labels:

• Hot Lead

• Cold Lead

• Enterprise Client

• Webinar Attendee

• High Priority

How to Create and Apply Custom Labels:

1. In the Leads section, select the contacts you want to label.

2. Click Add Label and choose an existing label or create a new one.

3. Assign the label to the selected contacts.

Using Custom Labels:

• Filtering and Sorting: Quickly filter contacts by labels to focus on specific groups.

• Automation: In the Automation section, use labels to trigger conditional actions. For example, you can create a workflow that routes Hot Leads to a sales rep automatically.

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Best Practices for Custom Fields and Labels

• Keep It Simple: Use clear, concise names for fields and labels to ensure team-wide understanding.

• Stay Organized: Regularly review and update your fields and labels to keep your database clean.

• Leverage for Personalization: Combine custom fields and labels with DitLead’s AI copywriting to craft hyper-personalized outreach content.

By effectively using Custom Fields and Labels, you can enhance your lead management, improve segmentation, and drive more personalized campaigns with DitLead. 🎯