Use a dynamic variable to personalise your emails

Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over a week ago

What are the variables?

Each field in a prospect's profile corresponds to a unique variable, which looks like a snippet of text wrapped in special characters looking like this: {{example}}. When you insert a 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}} 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 variable was placed.

Hi {{prospect_firstname}},

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

How to insert variables?

When writing content for an email, just click on the # button and choose the data you wish to insert. The variable will be inserted on your cursor position.

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

Default values

A variable only works correctly when there is data in the field it's associated with. For your most commonly used 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 variable, use this format:

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

For example, you could set the default value for the first name variable to "there" Then, when you use "Hi {{prospect_firstname | default: 'there'}}!," in an email, 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.

Date: now

By using the date variable, you can insert the date and time of when the email is sent out. You can choose to show the day, month, year, day of the week, etc. in the preferred format.

Find the needed format here and paste the chosen code of the date/time between the quotation marks after the date:. For example, to show today's day and month, you'll need to use {{ "now" | date: "%e %B" }},

Hey {{prospect_firstname | default: 'there'}},
Did you know that right now, {{ "now" | date: "%Y-%m-%d %H:%M" }}

Conditional variables

You can add conditional variables for the days of the week, weekdays, or weekends to customize the email accordingly.

For example, you can select the variable If it is Monday {% if is_monday %}{% endif %} and set a greeting "Happy start of the week!" between the opening and closing tag. Then it will be used in the emails if they are sent on Monday.

Hey {{prospect_firstname | default: 'there'}},

{% if is_monday %}Happy start of the week!{% endif %}

If you want more advanced customization, you can also use elsif / else operators.

Use if in the first condition, elsif in every other condition, else for the rest. Don't forget the closing tag endif.

Weekdays vs. weekends

{% if is_weekday %}Hello!{% else %}Happy weekend!{% endif %}

Monday vs. Friday vs. Weekend vs. rest of the week

{% if is_monday %}Happy start of the week!{% elsif is_friday %}Happy Friday!{% elsif is_weekend %}Happy weekend!{% else %}Hello!{% endif %}

Did this answer your question?