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Custom Variables

Use custom variables to personalize bot responses and workflows with dynamic data.

Overview​

Custom variables allow you to insert dynamic content into bot messages, emails, and workflows. Variables are replaced with actual values when the bot runs.

Variable Syntax​

Variables use double curly braces:

{{variable_name}}

Available Variables​

Contact Variables​

Basic Information:

  • {{contact.firstName}} - Contact's first name
  • {{contact.lastName}} - Contact's last name
  • {{contact.fullName}} - Full name
  • {{contact.email}} - Email address
  • {{contact.phone}} - Phone number

CRM Data:

  • {{contact.company}} - Company name
  • {{contact.title}} - Job title
  • {{contact.leadScore}} - Lead score
  • {{contact.status}} - Contact status

Property Variables​

Property Details:

  • {{property.address}} - Full address
  • {{property.price}} - Listing price
  • {{property.beds}} - Number of bedrooms
  • {{property.baths}} - Number of bathrooms
  • {{property.sqft}} - Square footage
  • {{property.mlsNumber}} - MLS number

Property Links:

  • {{property.url}} - Property listing URL
  • {{property.photoUrl}} - Main photo URL
  • {{property.virtualTourUrl}} - Virtual tour link

Agent Variables​

Agent Information:

  • {{agent.name}} - Agent's name
  • {{agent.email}} - Agent's email
  • {{agent.phone}} - Agent's phone
  • {{agent.title}} - Agent's title
  • {{agent.company}} - Brokerage name

Appointment Variables​

Appointment Details:

  • {{appointment.date}} - Appointment date
  • {{appointment.time}} - Appointment time
  • {{appointment.duration}} - Duration
  • {{appointment.location}} - Meeting location
  • {{appointment.calendarLink}} - Calendar invite link

System Variables​

Date/Time:

  • {{today}} - Today's date
  • {{now}} - Current time
  • {{tomorrow}} - Tomorrow's date

Other:

  • {{companyName}} - Your company name
  • {{websiteUrl}} - Your website URL

Using Variables​

In Email Templates​

Subject: {{property.address}} - Showing Confirmation

Hi {{contact.firstName}},

Your showing for {{property.address}} is confirmed!

Date: {{appointment.date}}
Time: {{appointment.time}}
Location: {{property.address}}

Looking forward to seeing you!

{{agent.name}}
{{agent.phone}}

In Bot Responses​

Thank you for your interest in {{property.address}}! 
This beautiful {{property.beds}} bed, {{property.baths}} bath home 
is listed at {{property.price}}.

Would you like to schedule a showing?

In Workflows​

Use variables in workflow conditions:

If {{contact.leadScore}} > 70
Then assign to top agent

Custom Variable Creation​

Create your own variables for specific use cases:

  1. Go to Settings → Custom Variables
  2. Click "Add Variable"
  3. Enter variable name and default value
  4. Use in templates: {{custom.variableName}}

Formatting Variables​

Date Formatting​

{{appointment.date | format: "MMMM DD, YYYY"}}
// Output: January 15, 2024

Number Formatting​

{{property.price | currency}}
// Output: $450,000

Text Formatting​

{{contact.firstName | uppercase}}
// Output: JOHN

Conditional Variables​

Show content based on variable values:

{{#if contact.leadScore > 70}}
You're a high-priority lead!
{{else}}
Thanks for your interest!
{{/if}}

Best Practices​

  1. Always provide defaults - Handle cases where variables might be empty
  2. Test thoroughly - Verify variables work in all scenarios
  3. Use descriptive names - Make variable names clear and meaningful
  4. Document custom variables - Keep track of what each variable does

Troubleshooting​

Variable Not Replacing​

  • Check variable name spelling
  • Verify data source is connected
  • Ensure variable has a value
  • Check syntax (double curly braces)

Incorrect Value​

  • Verify data mapping
  • Check data source
  • Review formatting options

Next Steps​