Dynamic Content Variables
Dynamic Content Variables
Dynamic content variables let you personalise emails and templates by automatically inserting partner-specific information. When you send an email or marketing campaign, variables are replaced with the right value for each recipient.
Where variables are available
Variables can be used in two places:
Marketing email templates: When building email templates for campaigns, you can insert variables into text blocks. Each partner receives a personalised version of the email.
Compose Email (partner page): When emailing partner contacts from the partner page, you can insert variables to personalise the message for each contact.
How to insert variables
Type {{ in the text editor to trigger the variable insertion menu. A list of available variables will appear. Select one to insert it into your content.
Available variables
Partner variables (marketing email templates)
These variables are replaced with the partner's information when the email is sent:
{{partner_name}}: The partner company name.
{{partner_tier}}: The partner's tier (such as Gold or Silver).
{{partner_category}}: The partner's category.
{{partner_stage}}: The partner's partnership stage.
{{custom_field_*}}: Any custom field you have set up for partners. The variable name includes the custom field ID.
Contact variables (Compose Email)
These variables are replaced with the contact's information when the email is sent:
{{contact_first_name}}: The contact's first name.
{{contact_last_name}}: The contact's last name.
{{contact_email}}: The contact's email address.
{{partner_name}}: The partner company name.
Custom field variables: Any custom fields you have set up for partners.
How variables work
Variables are replaced at send time, so each recipient sees their own personalised version. If a variable cannot be resolved (for example, the partner does not have a tier set), it will appear blank in the email.
Good to know
Variables are available in both the marketing email template builder and the Compose Email modal on the partner page.
Custom field variables are based on the custom fields you have set up in Settings. The available variables depend on which custom fields exist for your account.
Always send a test email to yourself before sending to partners to make sure variables are resolving correctly.