Variables

Outreach contains built-in variables that are used for template content. Variables allow information to auto-populate in an email template, 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 within the profile information of the prospect will auto-populate into the email.

There are a number of variable categories available for use. 

• Prospect Variables
• Sender Variables
• Account Variables
• Day of the Week Variables
• Miscellaneous (conditional/comment) Variables

Prospect Variables

All prospect fields, including custom fields, can be auto-populated. When the variable pulls the field into the template, the message will be personalized for each prospect that goes through it. To make sure templates are populating correctly, you can reference the preview on the right. If the field is populated in the prospect profile, the variable will turn yellow. 

If the information is not populated, the field will turn red. As a safeguard, emails with red highlighted variables, or no information to populate, will not be delivered.

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 (ie if no first name, then say). Conditional variables are formatted like this: 

Hi {{#if first_name}}{{firstname}} {{else}} there {{/if}} - If prospect has a first name, "Hi first name". Otherwise "Hi there".

The conditional prospect variables can be found in the miscellaneous tab of the variable menu, along with Day of the Week conditional variables:

Comments

Comments can be used in manual email steps to help you remember to make note of something. You will see this note and be reminded to insert appropriate text. For example, research you've done on the prospect that is relevant to the prospect you're attempting to contact.  Although the comment variables will not be highlighted red, placing the exclamation point inside of the double brackets will prevent the email from delivery until the variable information has been manually inserted by the user.

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 fillable fields for the sender variables can be found under settings > you and include the following options: 

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 and include the following:

Variables as Links