Template variables

​

Overview

Template variables are placeholders that Unify fills with data to personalize your content. They can use record attributes, sender details, or time-based values. You can use any attribute on a person, company, or related object. This includes custom attributes and fields on CRM and custom objects. Use template variables in sequences, snippets, smart snippets, and play webhook actions.

​

Choose a variable

Type { or click the variable icon to open the selector. Choose an object to browse or search its attributes, then select a variable to insert it. Variables can use any default Unify attribute or CRM field. You can also create custom attributes to fit your use case.

​

Use related data

Reference attributes let you use data from related records. You can follow nested references across multiple objects, such as a company’s subscription and its product workspace. A variable can follow up to three references. Each reference must point to a single record.

​

Sender and time variables

Sender variables use the sender’s details, including their name, email, title, location, and booking link. Your team can share a template while each message uses its sender’s contact information. For example, a meeting invitation can include each rep’s own booking link. Time variables provide the time of day, weekday, day, month, year, and full date. Use them for greetings such as “Happy Monday” or “Good morning,” with the weekday or time of day supplied by a variable. Time values use Pacific time.

​

Missing values

If an attribute or a reference in the path is empty, the variable has no value. Emails with missing required variables are blocked from sending. Fill in the data or use a snippet fallback to provide alternate text.