3 min read
Required and recommended lead fields
Know which lead data matters most.
Overview
Email is required, while name, company, and custom context fields improve personalization.
Recommended workflow
1
Include email for every lead.
2
Add firstName for greeting variables.
3
Add companyName for context.
4
Add role, industry, pain point, or source when relevant.
5
Avoid importing private data you do not need.
Tips that make this work better
Tip
More fields are useful only if the copy uses them.
Tip
Use fallback copy for optional fields.
Tip
Prioritize accurate data over large lists.
Common mistakes to avoid
- Adding many fields that nobody verifies.
- Relying on company names with inconsistent casing.
Done well, this should leave you with
A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.
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