Campaigns

Variables and personalization

Use merge fields like {{first_name}}, fallbacks, custom fields, AI first lines and live preview to personalize every LinkedIn and email message.

On this page

Variables#

Type a variable, or insert it from the variable menu on any message step. Prosyo replaces it with each prospect's data when the message is sent.

VariableReplaced with
{{first_name}}First name
{{last_name}}Last name
{{full_name}}Full name
{{title}}Job title
{{company_name}}Company
{{location}}Location
{{sender.first_name}}First name of the person sending
{{calendar_link}}The booking link from Settings → Workspace
{{website}}Company website
{{personalized_message}}The prospect's AI-written or imported first-touch line
{{custom.your_field}}Any custom field

Fallbacks#

Some prospects will have empty fields. Add a fallback after a | so the message still reads well:

Text
Hi {{first_name|there}},

becomes "Hi Alex," or, when the first name is empty, "Hi there,".

Suggested fallbacks:

VariableFallback
{{first_name|there}}"there"
{{title|your work}}"your work"
{{company_name|your team}}"your team"
{{location|your area}}"your area"

Without a fallback, an empty variable is left blank. Prosyo never invents a value.

Example message#

Text
Hi {{first_name|there}},

Noticed {{company_name|your team}} is hiring SDRs. Most {{title|sales leaders}}s
I talk to want more meetings without adding headcount.

Worth a quick chat? Here's my calendar: {{calendar_link}}

{{sender.first_name}}

Write with AI#

On any message step:

  • Write with AI drafts the step from your ICP, the campaign goal and earlier steps.
  • Improve with AI rewrites your current text to be shorter, clearer or more personal.

The button reads Write with AI · 1 credit on an empty step and Improve with AI · 1 credit once there's text. Always read the result before launching.

To make AI sound like you, add rules in Settings → Workspace → Outreach / AI instructions, for example:

Write like a peer, not a salesperson. Under 60 words for LinkedIn. Never use "I hope this finds you well". Always end with a question.

Personalized first lines#

Each prospect can have a first-touch line: one opening sentence written for that person. Insert it with {{personalized_message}}.

Text
Hi {{first_name|there}}, {{personalized_message|hope your week is going well}}.

We help {{title|sales leaders}}s at companies like {{company_name|yours}} book more meetings.

Fill the first-touch line in any of these ways:

  • Enrichment → Write personalized line. AI writes one for each selected prospect. See Enrichment.
  • By hand, in the prospect side panel.

Always add a fallback, because some prospects won't have a line yet. Preview with a real prospect shows exactly how it reads.

Tip

Want lines from another tool, such as Clay? Import them into a custom field, for example first_line, and use {{custom.first_line}}.

Preview with a real prospect#

Click Preview with a real prospect to see the whole sequence as one real person will get it: visit, invite, messages and emails, with their data filled in.

  • Switch prospects to check people with missing fields.
  • Preview works on running campaigns too. You only need to pause to edit copy.
Tip

Preview three people before every launch: one with full data, one with no company, and one with no email.

Templates#

Insert saved copy from Settings → Templates. See Message templates.