Overview
Variables allow you to insert dynamic values like a contact’s first name, job title, or company directly into your emails. When the message is sent, the variable is replaced with the actual value from the recipient’s record. This makes every email feel personal without requiring manual edits.
Unlike Snippets, which generate AI-written text, variables are simple placeholders that pull directly from stored contact data. They’re best for straightforward personalization like greetings, subject lines, and sign-offs.
Inserting variables
You can add variables while composing your email:
Place your cursor where you want the variable to appear.
Click the Variable button in the toolbar or type
{to open the variable picker.Select the variable you want to insert (e.g.,
first_name).The variable will display highlighted in your draft. When the email is sent, it will be replaced with the correct value for each recipient.
For example:
Draft:
Hi {{first_name}},Sent:
Hi Alex,
Handling missing data
Not every contact has complete data. To avoid sending emails with blanks, you can set a fallback value.
Example:
Variable:
first_nameFallback:
thereResult:
If
first_name = Jordan, the email sends asHi Jordan,If no value is found, the email sends as
Hi there,
⚠️ Important: If no fallback is set, the variable will render blank which can look unprofessional (Hi ,). Always use a fallback for safer personalization.
Best practices
Always use fallbacks for common fields like first name or company.
Preview and test your emails to confirm variables render correctly.
Keep it simple. One or two personalized fields per email often performs better than overloading with too many.
Use snippets together with variables to add AI-written personalization on top of data-driven tokens.