What is Editing in Sender Profiles?
Editing Sender Profiles allows you to update the information used in variables as well as better organise your Sender Profiles.
Internal classification:
Label - a tag that you can add to your Sender Profiles for easy identification and organization, not used in variables
Used in variables:
First and Last Name - filled in automatically after connecting your LinkedIn Profile. We clean the name from emojis and symbols for your convenience and easy use of variables
Position - filled in automatically after connecting your LinkedIn Profile, when the enrichment is commenced
Company Name - temporarily has to be filled manually, consequently, if you change the Account name (a separate Company profile in the CRM), in the Contact's Profile that information won't change
Company Industry - temporarily has to be filled manually
Custom fields - additional information about the Sender Profile, that you fill in manually (you can only have 5 of custom fields)
Will be later used in AI-generated replies:
About - your brief introductory description, temporarily has to be filled manually
Address - temporarily has to be filled manually
Company Size - temporarily has to be filled manually
Company About - general description of the Company, temporarily has to be filled manually
Why Add info about Sender Profiles?
Information about the Sender Profiles can be used in variables as well as Condition rules. In Automations and Automated messages, variables are used to automatically insert relevant data about your contacts and your sender profile.
It's important to ensure this data is accurate and reflects reality - and that the fields you reference with variables are not empty - otherwise they will be sent empty. Soon we will be implementing a feature to warn you if that issue arises.
Why Use Labels?
Easy Sorting: If you have many Sender Profiles, labels help you quickly find the ones you need.
Examples of Using Labels:
By Manager: Label Sender Profiles with the name of the Sales Development Representative (SDR) managing them.
Type of Profile: Distinguish between your own Sender Profiles and those you've rented.
Proxy Usage: Indicate which Sender Profiles are using specific proxies. Temporarily, GetSales automatically labels Sender Profiles that use resident proxies for your convenience.
How to Edit Sender Profiles
To edit your Sender Profile information, go to the Sender Profiles page from the menu, select a profile, and click 'Edit Sender Profile' on the left.
General Sender Profile Information
LinkedIn Integration:
When you link a LinkedIn account, the first name, last name, and position are filled in automatically.
We're working on automating the filling of other details.
Manual Data Entry:
If you enter data manually and then connect your LinkedIn profile, the existing data won't be overwritten.
If your LinkedIn account doesn't have enough information to fill in the fields, they will remain empty.
Don't forget to check that all of the fields you use in variables are filled, so the messages you send are exactly what you wanted.
Labels
Navigate to Sender Profiles
Select a Sender Profile you want to label
Add a Label by clicking on 'Add Label' next to the name of the selected Sender Profile
Search Using Labels: Once you've added labels, you can easily search for them on the Sender Profiles page to find the profiles you need quickly.