A Contact Variable is a dynamic tool used in VanillaSoft to automatically insert specific contact details into templates or scripts, eliminating the need to manually customize this information each time you send a message. This feature enhances the personalization of your communications and increases the efficiency of your workflow.
How Contact Variables Work
Contact Variables allow you to embed placeholders within your email or SMS templates that are automatically filled with relevant contact information when the message is sent. Here’s a closer look at how these variables can be utilized:
Example of Using Contact Variables in an Email Template
Here is an email template designed to greet a contact by name and reference a recent interaction or a future appointment. In the template editor, the Contact Variables might look like this:
Example Template with Variables:
What the Contact Receives
When the email is sent, the Contact Variables are replaced with the actual data from the contact’s record, so the recipient sees a personalized message:
Received Email Example:
Creating Templates with Contact Variables
To create and customize your own email or SMS templates using Contact Variables, refer to the articles linked below:
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Email Templates: Learn how to craft templates by reading the How To Create an Email Template article.
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SMS Templates: For text messages, refer to the How To Create an SMS Template article.
Versatility of Contact Variables
You can use various types of fields as Contact Variables, including:
- Standard Contact Fields: Such as first name, last name, phone number, etc.
- Custom Fields: Any additional custom data fields you have added to your contact records.
- User Fields: To include information about the caller, like their name or contact details.
- Call History Fields: Useful for adding data like the last call date or the next scheduled appointment.
For a full list of available Contact Variables, click the Insert Contact Variable button in the template editor.
By utilizing Contact Variables, you can significantly personalize your communication templates, making each interaction with your contacts feel individually tailored. This not only saves time but also enhances the relationship with your contacts by making communications more relevant and engaging.