What are template variables?

Each field in a prospect's profile corresponds to a unique template variable, which looks like a snippet of text wrapped in special characters looking like this: {{example}}. When you insert a template variable into your email, we'll replace the tag with the content stored in the corresponding prospect field.

For example, to include your prospects' email addresses in your email, you would place the {{prospect_email}} template variable in your content where you want your prospect's email address to appear. When your prospect receives the email, they'll see their own email address where the template variable was placed.


"Hi {{prospect_firstname}},

Do you guys at {{prospect_company_name}} struggle with sales automation? If so, I could share a few ideas with you."

How do I insert template variables?

When writing content for a campaign, just click on the data you wish to insert in the right column. The variable will be inserted on your cursor position.

Note: You can also use template variables in the subject of your emails.

Default values

A template variable only works correctly when there is data in the field it's associated with. For your most commonly used template variable, be sure to input default values that will be displayed if the prospect doesn't have any data in a certain field.

To specify a default value for a template variable use this format:

{{variable | default: 'default value here'}}

For example, you could set the default value for the first name template variable to "there" Then, when you use "Hi {{prospect_firstname | default: 'there'}}!," in a campaign, prospects whose first name is blank will see "Hi there!"

If you don't set a default value and the field is empty, your prospect will see a blank space.

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