Objective
Variables allow information to auto-populate in an email template or snippet, making your emails relevant to the participant. Variables might go by merge fields, placeholder, or custom fields in other applications, but it’s all the same idea: information that already exists on a prospect, account, opportunity, or user object will auto-populate into the email.
Learn about the types of variables available in Outreach and how to apply them below.
Applies To
- Outreach Users
Outreach Variable Types
Outreach has a large database of variables available for you to use in any of your content. The different variable types are outlined below:
Variable Type | Description |
---|---|
Prospect Variable | All Prospect fields, including customer fields, can be auto-populated. |
Account Variables | Variables can also be pulled from the account if the information is available on the account profile in Outreach. The account variable options are found under the account option in the variable menu. |
Opportunity Variables | Variables are pulled from the Opportunity fields if the information is available on the Opportunity profile in Outreach, including in custom fields. |
Sender Variables | Sender variables allow all Outreach users to use templates without the concern of attaching one user's information to another user's Prospect. The most common example is the {{sender.first_name}}, which inserts the name of the user whose mailbox is used to send the email. The input fields for the sender variables are found under each individual Outreach user's settings. |
Other Variables | Miscellaneous variables include conditional variables, comments, and day of the week variables. |
Conditional Variables |
Conditional variables say "if the condition is true, then use specified language." These variables are powerful to use when you want conditional language where you can specify a word or phrase to be used if a certain statement is true (i.e. if no first name, then say_) or how to follow through if the statement is false. For example, the conditional variable: |
Comments / Personalization Variables | Comments can be used in manual email steps to help you remember to make note of something. You will see this note and be notified to insert appropriate text. For example, research you've done on the Prospect that is relevant to the Prospect you're attempting to contact. Variables that require manual action before delivery will be highlighted blue, and have an exclamation point inside of the front double brackets. Variables formatted with the exclamation point tell Outreach that the email cannot be delivered until the required information is added. Comment / Personalization Variables cannot be used in automated email messaging |
Helpers |
The {{format_number}} variable can be used with number fields such as score to display the value in that field in an easy to ready format. For example, using {{format_number score}} with a Prospect whose score field is "1.0" will display "1" in your template instead. The {{format_date}} variable can be used with date fields to display the value in a readable format. For example, if {{opportunity.custom1}} was a date in ISO date format, example: “2025-08-10T20:30:53.000+0000”, {{format_number opportunity.custom1}} would return August 10, 2025. |
Dates | Variables based on the "day of the week" are a powerful way to personalize your emails and increase the reply rate from Prospects by customizing language based on the day of the week. These variables can be found when creating email templates in the variable menu under miscellaneous. At this time, these variables will return a day of the week only in English. |
Available Variables
Prospect Variables
These variables are all based on fields in each prospect's profile.
Variable | Description |
---|---|
{{first_name}} |
First Name |
{{middle_name}} |
Middle Name |
{{last_name}} |
Last Name |
{{name}} |
Name |
{{nickname}} |
Nickname |
{{email}} |
|
{{mobile_phone}} |
Mobile Phone |
{{work_phone}} |
Work Phone |
{{home_phone}} |
Home Phone |
{{voip_phone}} |
VoIP Phone |
{{other_phone}} |
Other Phone |
{{score}} |
Score |
{{company}} |
Company |
{{company_industry}} |
Company Industry |
{{company_natural}} |
Company Natural Name |
{{title}} |
Title |
{{city}} |
City |
{{state}} |
State |
{{country}} |
Country |
{{region}} |
Region |
{{gender}} |
Gender |
{{occupation}} |
Occupation |
{{linked_in}} |
LinkedIn URL |
{{twitter}} |
Twitter URL |
{{facebook}} |
Facebook URL |
{{github}} |
Github URL |
{{stack_overflow}} |
Stack Overflow URL |
{{google_plus}} |
Google Plus URL |
{{website}} |
Website |
{{website2}} |
Website 2 |
{{website3}} |
Website 3 |
{{school}} |
School |
{{degree}} |
Degree |
{{graduation_date}} |
Graduation Date |
{{job_start_date}} |
Job Start Date |
{{personal_note1}} |
Personal Note 1 |
{{personal_note2}} |
Personal Note 2 |
{{address_street}} |
Address 1 |
{{address_street2}} |
Address 2 |
{{address_zip}} |
Zip/Postal Code |
{{owner}} |
Owner Name |
{{stage}} |
Prospect Stage |
Custom Prospect Fields Variables
All custom prospect fields are also available for use following this format:
{{custom#}} - Custom # i.e {{custom1}} - Custom 1
Account Variables
These variables are based on fields in the profile of the account associated with your prospect.
Variable | Description |
---|---|
{{account.name}} |
Account Name |
{{account.natural_name}} |
Account Natural Name |
{{account.domain}} |
Account Domain |
{{account.description}} |
Account Description |
{{account.company_type}} |
Account Company Type |
{{account.size}} |
Account Size |
{{account.industry}} |
Account Industry |
{{account.founded_at}} |
Account Founded Date |
{{account.locality}} |
Account Locality |
{{account.website}} |
Account Website |
{{account.linked_in}} |
Account LinkedIn URL |
{{account.linked_in_employees}} |
Account LinkedIn Employee Count |
Custom Account Variables
All custom account fields are also available for use following this format:
{{account.custom#}} - Account Custom # i.e {{account.custom1}} - Account Custom 1
Opportunity Variables
Variable |
Description |
---|---|
{{opportunity.name}}
|
Opportunity name |
{{opportunity.stage}}
|
Opportunity stage |
{{opportunity.type}}
|
Opportunity type |
{{opportunity.amount}}
|
Opportunity amount |
{{opportunity.currency_type}}
|
Opportunity currency type |
{{opportunity.close_date}}
|
Opportunity close date |
{{opportunity.owner}}
|
Opportunity owner |
Custom Opportunity Variables
All custom opportunity fields are also available for use following this format:
{{opportunity.custom#}} - Opportunity Custom # i.e {{opportunity.custom1}} - Opportunity Custom 1
Sender Variables
These variables are based on fields in the sender's Outreach user profile.
Note: The Sender Phone Number field variable pulls from the Phone number field in a user's profile, not from an imported or purchased number in their Voice settings.
Variable | Description |
---|---|
{{sender.first_name}} |
Sender First Name |
{{sender.last_name}} |
Sender Last Name |
{{sender.name}} |
Sender Full Name |
{{sender.email}} |
Sender Email |
{{sender.title}} |
Sender Title |
{{sender.phone_number}} |
Sender Phone Number |
{{sender.calendar_url}} |
Calendar URL |
{{sender.conference_url}} |
Conference URL |
{{sender.conference_details}} |
Conference Details |
{{org.name}} |
Org Name |
Custom Sender Variables
All 5 custom sender fields are also available for use following this format:
{{sender.custom#}} - Sender Custom # i.e {{sender.custom1}} - Sender Custom 1
Miscellaneous Variables
These are miscellaneous variables which are based on a combination of generic variables (not associated with prospects, accounts, or senders) and prospect variables.
Conditionals
In Outreach, conditionals specifically check to see if data is available in a given field.
IMPORTANT: Conditionals that compare field values are not currently supported. For example, the following will not work if entered:
{{#if first_name= John}}Hello John{{else}} Hello, {{/if}}
Variable | Description |
---|---|
{{#if first_name}}{{/if}} |
If First Name field is set, then do something. |
{{#if first_name}}{{else}}{{/if}} |
If First Name field is set, then do something. Otherwise, do something else. |
{{#unless first_name}}{{/unless}} |
If First Name field is not set, then do something. |
{{#unless first_name}}{{else}}{{/unless}} |
If First Name field is not set, then do something. Otherwise, do something else. |
{{#if is_monday}}{{/if}} |
If the current date is Monday, then do something. * |
{{#if is_tuesday}}{{/if}} |
If the current date is Tuesday, then do something. * |
{{#if is_wednesday}}{{/if}} |
If the current date is Wednesday, then do something. * |
{{#if is_thursday}}{{/if}} |
If the current date is Thursday, then do something. * |
{{#if is_friday}}{{/if}} |
If the current date is Friday, then do something. * |
{{#if is_saturday}}{{/if}} |
If the current date is Saturday, then do something. * |
{{#if is_sunday}}{{/if}} |
If the current date is Sunday, then do something. * |
{{#if is_weekday}}{{/if}} |
If the current date is a weekday, then do something. * |
{{#if is_weekend}}{{/if}} |
If the current date is a weekend, then do something. * |
* For these variables, current date will be calculated based on org time zone, not the time zone of the prospect OR the sender. If users or prospects exist in a different time zone than your org-wide time zone, it is possible to send a Date variable that is not the correct date where the prospect is physically located.
Comments
{{! Comment goes here }}
This variable will stay the way it is written and is meant to be used as a placeholder for custom text written by the user. An email cannot be sent as long as this variable is present in the email.
Helpers
Format a numeric variable in a human-friendly manner (i.e., 1.0 becomes 1, 1000 becomes 1,000). For example, if {{custom1}} was 1800.00, {{format_number custom1}} would return 1,800.
Variable | Description |
---|---|
{{format_number [variable that needs formatting]}}
|
Format a numeric variable in a human-friendly manner (i.e. 1.0 becomes 1, 1000 becomes 1,000). For example, if {{custom1}} was 1800.00, {{format_number custom1}} would return 1,800. |
{{format_date [variable that needs formatting]}}
|
Format a date variable in a human-friendly manner, example: February 17, 2023. For example, if {{opportunity.custom1}} was a date in ISO date format, example: “2025-08-10T20:30:53.000+0000”, {{format_number opportunity.custom1}} would return August 10, 2025. |
Dates
Note: For all Dates variables, current date will be calculated based on org time zone.
Variable | Description |
---|---|
{{today}} |
Will return the day of the week when the email is drafted. |
{{tomorrow}} |
Will return the day of the week for the day after email is drafted. |
{{days_from_now N}} |
Will return the day of the week for the Nth day after the email is drafted. |
{{weekdays_from_now N}} |
Will return the day of the week for the Nth day after the email is drafted, but will only count weekdays. |
Variables Troubleshooting
Variables can be used in the body of the email, the subject line, and URLs. Make sure to correctly type the variable to avoid any errors.
- Template Syntax Error message: Check the template thoroughly for erroneous content, including additional/missing brackets, Unicode characters, or unsupported variables. If these have been reviewed, copy/paste the snippet or template plain text into the compose window. Contact Outreach Support if the issue persists.
- Missing Template Variable message: This indicates the sequence template references variables not populated on the Prospect's Profile (e.g., missing nickname, company name, etc). Review the template thoroughly and update as applicable.
- Variables not populating: Ensure all variables are correct. When using variables in Manual Email Tasks, no variables will populate if a single variable is incorrect.
Additional Information
How do I see and select from the list of available Outreach variables?