Dynamic Content Variables
Dynamic content variables personalise your emails automatically. You write {{partner_name}} once; each recipient gets their own value — their company name, their contact name, their tier. Variables work in marketing campaign emails and in the Compose Email window on a partner's page.
Where to find it: Type {{ in the message editor — in a text block of a marketing email template, or in the body of Compose Email on a partner's page.
Who can use this: Anyone who can build email templates (marketing module) or email partners from the partner page.
Inserting a variable
Type {{ where you want the personalised value. A menu of available variables appears.
Keep typing to filter the list, use the arrow keys to navigate, and press Enter to insert.
The variable appears as a small pill in your text. Press backspace to remove it — it deletes as one unit.
Set a fallback: click an inserted pill to open its settings and enter a Fallback value — what to show when the recipient has no value for that variable (for example "there" as a fallback for a first name). Without a fallback, an empty value simply renders blank.
Available variables
Partner Info
Partner Name: The partner's company name.
Partner Category: The partner's category label.
Partner Tier: The partner's tier label.
Contact Info
Contact First Name, Contact Last Name, Contact Email: The individual recipient's details. In campaigns, every contact of a partner gets their own personalised copy.
Custom Fields
Every partner custom field appears in the menu under its own label — see Custom Fields. Values render sensibly for each field type: dates as "Dec 11, 2025", yes/no fields as "Yes"/"No", dropdowns as the option label, multi-selects as a comma-separated list.
Custom-field variables resolve in both campaign sends and Compose Email. As with any variable, a partner with no value for the field renders the fallback (or blank) — set fallbacks on fields that aren't filled in for every partner.
How and when variables resolve
Variables are replaced at send time, individually for every recipient, on the server. Recipients never see the raw {{token}} in a delivered email body.
Missing value → fallback if set, otherwise blank.
Subject lines: Subjects are personalised too, in both Compose Email and campaigns. There's no insertion menu on subject fields — type the token by hand, for example {{partner_name}}.
Previewing and testing
Compose Email: The review step shows each recipient's fully personalised email before you send — flick through recipients to check every version.
Campaigns: Send test emails the template to your own address with a [Test] subject prefix. Test emails show the raw {{tokens}} unreplaced — that's expected, because there's no recipient to personalise for. The real send resolves them.
Troubleshooting
A variable came out blank. The recipient has no value for it (for example, no tier set) and the variable has no fallback. Set the value on the partner, or click the pill and add a fallback.
My test email shows {{tokens}}. Campaign test sends don't personalise — the live send will.
The {{ menu doesn't appear. The menu works in the message body's text editor — in campaign templates, inside a text block.
Good to know
Values are inserted safely — a partner name containing symbols won't break your email's formatting.
Category and tier variables insert the label (such as "Gold"), never an internal code.
Campaign emails automatically handle unsubscribe links and sender address details in the footer — you don't need variables for compliance basics.
Text blocks in resources and portal rooms support partner personalisation too, with the same {{ menu — see Creating a Resource.