Using Variables to Personalize Contact Messages
When Team Engine sends out automatic messages, it uses variables to make every message feel personal. Variables are used to auto-populate information into a body of text that is relevant to both the sender and receiver. If an company wanted to save messages to use with a lot of contacts, variables give each one a level of personalization.
Uses and Types of Variables
Overall, variables are intended to allow messages to contain specific information for both the sender and recipient of the message, without having to edit each individual message. Team Engine currently separates variables into a few separate categories: User info and Contact info. User info is information tied to the user that is signed in and sending messages in Team Engine. Contact info is information specific to the contact such as their first and last name, or their company name.
The list of available variables is separated into each respective category below.
User Info
| User's first name |
{{{user.firstName}}} |
| User's last name |
{{{user.lastName}}} |
| User's full name | {{{user.fullName}}} |
Contact
| Contact's first name | {{{contact.firstName}}} |
| Contact's last name | {{{contact.lastName}}} |
| The years a contact has been a customer | {{{contact.yearsActive}}} |
| The company the contact works for | {{{contact.companyName}}} |
How to Use Variables
Since variables act as conditional text, the user needs to indicate to the software that they are using a variable. The way to do that is to make sure that the variable is closed within three brace brackets like this {{{variable}}}. Additionally, the variable will only appear exactly as it is written down, so if you want to add a prefix such as Mr. or Ms., you must put that in front of the brackets, not inside them. If I wanted to send "Thank you for being a customer, Mr. Jackson." the saved message would be "Thank you for being a customer, Mr. {{{contact.lastName}}}.".
More Variables to Come
If you have any ideas for content you would like to add as a variable, please let us know by sending an email to support@teamengine.io.