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I just uploaded a list of LPs using an excel import, however, I created some new columns e.g. bio and I cant see it on the UI. Also can I use these custom columns like Bio to create a personalized email using your AI? 
3 replies
You can do both of those things, though for using them as custom columns you might have to redo the import.

For the custom columns that you want to add:
  • Go to your pipeline
  • Click on any prospect
  • In the slideover, click the Overview tab
  • Click "Add a new data point"
  • Fill out the fields and make sure that you check "Show this data point as a pipeline column"
  • Save data point

Then when you do the data import, in the Map your data step, in the "Hub Column" column make sure that you select the name of the data point under Pipeline Attributes in the select dropdown.


When writing an email, you should be able to see all of your custom variables in the Variables bar on the right hand side of the email modal.
thank will the custom column (bio) be taken into consideration when the AI generates the email?

Hussain,

The custom data points will be injected with the prospect's information when using generative emails, and you can update the prompt with the email template to target that information.

Here is an example of the serialized person from my local synthetic data that I added a biography column to:

Role: system
Content: 
Person: """
---
Email: latrina.toy.28@rosenbaumllcandsons.com
Phone: "+8556889191794"
First name: Latrina
Middle name: ''
Last name: Toy
Biography: Abraham Lincoln was the 16th president of the United States and a leader
of the Republican Party.

"""
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