Understanding and Using Contact Variables

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:

To create and customize your own email or SMS templates using Contact Variables, refer to the articles linked below:

• Email Templates: Learn how to craft templates by reading the How To Create an Email Template article.

• SMS Templates: For text messages, refer to the How To Create an SMS Template article.

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.