If you use Phantoms like the LinkedIn Auto Connect, LinkedIn Message Sender, LinkedIn Outreach Flow, as well as several other Phantoms, you've probably noticed the ability to send automated messages.
To create personalized messages for each recipient, we recommend using placeholder tags.
Overview
- Which data can I personalize with a placeholder tag?
- Use our “click-to-use” placeholder tags
- Don't forget that placeholder tags are cAsE sEnSiTiVe!
- LinkedIn Outreach <> HubSpot integration
What's a placeholder tag?
A placeholder tag creates a space for Phantoms to insert data from either its input or output spreadsheet as a part of the message. That data goes between two "tags," which are the # symbol.
Which data can I personalize with a placeholder tag?
Any field you can see in the "What you get" section of each Phantom's documentation can be used as a placeholder tag. To find that documentation, head to the Phantom Catalogue and click on the Phantom you need:
Once on the Phantom's Overview page, you'll notice the section "What you get" that you can click to enlarge and read all of the options.
The Phantom scrapes this data from each profile and informs the Phantom how to personalize that profile's message. A common example is #firstName#. If you use that placeholder tag in your message, the Phantom will use the first name it scrapes from the page within the message that the profile receives.
Use our “click-to-use” placeholder tags
You can easily the available "click-to-use" placeholder tags. Add them by simply clicking on the button located underneath the text box to personalize your automated messages.
When you add a click-to-use placeholder tag to your message, it will automatically populate the message that is sent with the relevant information.
Create a custom tag
If you would like to use a custom tag, you can create a column in your input spreadsheet with a heading in row 1 and customizable words or phrases in rows corresponding to the correct profiles. You should then use the column heading between #s in your message. Please note that placeholder tags cannot contain any spaces. For example, you should use #firstName# instead of #first Name#.
For example, if your column heading was "City", you should write it in your message as "#City#". Take note: there needs to be a # at the beginning & end of the word!
If the same column name is found in both your input and output spreadsheet (the data that the Phantom scrapes), the input spreadsheet will take priority over the output.
Don't forget that placeholder tags are cAsE sEnSiTiVe!
If you still want to type the placeholder tags (instead of using our click-to-use), you have to note that the Phantom takes into account whether each letter is capitalized or not. This means the Phantom takes into account whether each letter is capitalized or not. If your input spreadsheet has an upper case "C" for "City" as the column header, you must indicate that in the placeholder tag. If you use a lowercase "c" instead, the Phantom will not use the placeholder tag.
LinkedIn Outreach <> HubSpot integration
When integrating LinkedIn Outreach Flow with a HubSpot list, you have two options for using placeholder tags:
1. Use Default Placeholder Tags from Phantom Setup: These values will be pulled directly from LinkedIn profiles.
2. Use Values from HubSpot Contact Properties: If you want to use the value from your HubSpot contact property, you must use the corresponding HubSpot tag and add "hs_" as a prefix.
Example:
To pull the name from LinkedIn, use the #firstName# tag.
To use the name from HubSpot, use the #hs_firstname# tag.
By choosing the appropriate tag, you can ensure that your outreach messages are personalized with the correct information from either LinkedIn or HubSpot.
Need some inspiration to create a captivating outreach message? I recommend this blog post: 6 brilliant outreach messages for recruiting on LinkedIn!
If you think this article does not address your issue, please contact Support directly. We are continuously improving, so your feedback means the world to us!