Important: you can add variables as a part of self-created steps or insert it to steps that already exist.

To insert a variable in an email template:

  1. Choose an Email step in your sequence.
  2. In the Template creation pop-up, create your template or use an existing one (Apply Template button).
  3. Click the Insert Variables button.

4. In the drop-down menu choose one of the variable’s types: Contact, Team, Advanced. The selected variable appears in your template.

Selected variables add data from the People tab to your email text. If you do not have contacts in the sequence, the data to populate variables is taken from the first contact on the People page alphabetically.

To check how the email looks like and how the variable works, click the Show email preview button on the right side of the template creation pop-up.

The other way is to click an arrow next to the Save button and in the drop-down menu choose the Send test email button.


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