Using Variable Data in Forms and Templates

Save time by using variable data fields that will fill in with your information or your client's information.

If you're setting up newsletters/forms/templates that you'll be reusing, you can save yourself some time by using variable data fields to automatically input information for you. Below you can see an example and a list of the variable data fields available for use.

Example: You, Jordan Miller of Miller Taxes, wants to welcome new clients to your firm so you set up this template as a new client campaign -

Hello [recipientFirstName],

Thank you for contacting [companyName]. We look forward to working with you!

Sincerely,

[fullName]

A new client, Larry Stetson has joined your firm and you've added him to your ClientHub. You could then send him the welcome email template and it would send as -

Hello Larry,

Thank you for contacting Miller Taxes. We look forward to working with you!

Sincerely,

Jordan Miller

Sender Variables (this is your information):
[firstName]
[lastName]
[fullName]
[email]
[phone]
[city]
[state]
[streetAddress]
[companyName]

Recipient Variables (this is your client's information):
[recipientFirstName]
[recipientLastName]
[recipientFullName]
[recipientEmail]