Communications
Variables & Personalization
Design emails, manage templates, and engage customers.
Variables let you personalize emails with dynamic data from records, senders, and your organization. Use double curly braces to insert values that are replaced at send time.
Variable Syntax
Hi {{record.first_name}},
Thank you for reaching out about {{record.inquiry_subject}}.
Based on your interest in {{record.product_interest}}, I'd love to schedule
a quick call to discuss how {{record.company}} could benefit.
Best regards,
{{sender.name}}
{{sender.title}}Available Variables
| Variable | Description |
|---|---|
{{record.field_name}} | Any field from the recipient record |
{{sender.name}} | Name of the sending user |
{{sender.email}} | Email of the sending user |
{{org.name}} | Your organization name |
{{unsubscribe_link}} | Link for recipient to unsubscribe |
{{current_date}} | Today's date |
{{current_year}} | Current year (for footers) |
Fallback Values
Use fallbacks for optional fields so emails still read naturally when data is missing:
{{record.first_name | default: "there"}}
→ "John" if first_name exists, "there" if empty
{{record.company | default: "your company"}}
→ "Acme Corp" if company exists, "your company" if emptyAlways Use Fallbacks
Add fallback values for any field that might be empty. An email that says "Hi there" is much better than "Hi {{record.first_name}}".
Conditional Content
Show or hide sections based on field values:
{{#if record.company}}
I see you're with {{record.company}}. We work with many companies
in your industry.
{{/if}}
{{#if record.is_returning_customer}}
Welcome back! As a returning customer, you qualify for our loyalty discount.
{{else}}
Welcome! Let me tell you about our introductory offer.
{{/if}}Next Steps
- Templates — Create templates using variables
- Email Builder — Design emails visually
- Automation Actions — Variables in automation emails