You can now personalize messages using dynamic variables that pull directly from your lead databaseโincluding custom fields.
How to Use:
Basic variables:
{{lead.firstName}}, {{lead.lastName}}, {{lead.phone}}, {{lead.email}}
Custom fields:
Use {{lead.YourFieldName}} to insert any custom field (case-sensitive).
Examples: {{lead.Date of birth}}, {{lead.Company name}}, {{lead.Job title}}
Fallbacks (optional):
Add a default value: {{lead.firstName|Dear customer}}
Example: โHello {{lead.firstName|Dear customer}}โ
Also works for custom fields: {{lead.Job title|Not specified}}
An info message has been added inside the platform for quick reminders on how to use these variables.
1 month ago