Template Variables

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Overview

Template variables are key to personalizing messages sent through Unify. You can use template variables to insert dynamic values into your emails, such as a person’s name, company, or job title.

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Inserting variables

You can insert template variables into emails you write when creating sequences in Unify. To open the template variable dropdown, click on the template variable button in the sequence builder.

You can also press { on your keyboard to open the template variable dropdown. Once open, you can select a variable and insert it into your email.

When a person is enrolled in this sequence, this value will be filled in dynamically.

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Handling missing data

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Enrollment blocking

Sometimes, Unify won’t have data to populate variables used in a sequence email. In these cases, Unify will never send an email with a placeholder or missing value. Instead, Unify will block the sequence enrollment.

Blocked enrollments can be seen on the sequence details page. You can click on a blocked enrollment to edit the message and manually fill in any missing values.

The template variables with missing values will appear highlighted in orange. Once you’ve replaced the missing values, click Save and the blocked status will disappear.

The step will then be rescheduled and sent automatically as part of the sequence.

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Snippets

To avoid having to manually unblock enrollments that are missing a value, it’s highly recommended that you take advantage of snippets.

Snippets are reusable blocks of copy that can be inserted into messages the same as template variables. However, snippets also allow you to define fallback text which is used if any template variables are missing values.

You can access snippets by navigating to the Snippets tab in the sidebar. When defining a snippet, you can use template variables or even other snippets in the copy. Underneath the snippet text area, there is a second text area where you can define a fallback.

The fallback will be used in the event that any of the variables used in the copy are missing. If you use snippets within snippets (which is called snippet-ception), the fallback for the nested snippet will be used in the top-level snippet.