Inside of Uptics, there are workflows you can set up inside your account to (a) get a task in your Sales Inbox to complete a personalized intro line, and (b) reference that personalized intro line inside of a template that can be sent out after completing the research task.
The video below will walk you through, step by step, how to create a custom field, add a 'paused' task to your sequence, and reference this personalized field inside a template that gets sent out following the completion of the task.
Steps to set up your Uptics account for personalized intro lines, or first lines, using custom fields.
Written by Dan Klein
Updated over a week ago