For Personalization prompt is there a variable for "current month"?

Created by Alain T, Modified on Thu, 6 Aug at 9:20 AM by Alain T

For Personalization prompt is there a variable for "current month"?

Applies To

Admin
Personalization

Answer

At the moment there is no native current date variable in the Outreach Personalization Agent at the moment. However, there are two practical workarounds:

Option 1: Hardcode the date context directly in the GenAI instruction

Since the Personalization Agent uses plain-language instructions, you can simply state the current temporal context directly in the prompt text. For example:

"Today's date is August 2026. Tailor the message to reflect summer seasonality reference end-of-quarter urgency, summer slowdowns, or back-to-school themes as appropriate for the prospect's industry."

The downside is you'd need to update this manually each month/quarter. But for a seasonal campaign, this is often acceptable since the sequence itself would be refreshed seasonally anyway.

Option 2: Use a {Variable} mapped to a custom field containing the current month

If you need it to be dynamic:

• Create a custom Account or Prospect field in Outreach (e.g., current_month)

• Populate it via a CRM sync, trigger, or automation that updates it monthly

• Reference it in the personalization prompt as a {Variable}

This is more setup but fully automated once in place.