Required and recommended lead fields
Know which lead data matters most.
Email is required, while name, company, and custom context fields improve personalization.
What this helps you do
Email is required, while name, company, and custom context fields improve personalization.
Recommended workflow in Outlio
Include email for every lead.
Add firstName for greeting variables.
Add companyName for context.
Add role, industry, pain point, or source when relevant.
Avoid importing private data you do not need.
Quality checks
- More fields are useful only if the copy uses them.
- Use fallback copy for optional fields.
- 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.
Related articles
CSV formatting for lead imports
Prepare a CSV that imports cleanly.
Mapping CSV fields
Match uploaded columns to Outlio fields.
Duplicate lead handling
Avoid sending the same person repeated outreach.
Lead statuses explained
Understand where leads are in the campaign lifecycle.
Stop sending to specific leads
Prevent future sequence steps for selected contacts.
Export campaign leads
Download leads and campaign outcome data.
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