What are Variables?
Variables in GetSales.io are elements within text editors on the platform (excluding Messenger, where you cannot use variables), designed to autofill fields with information from contact, company and sender profiles. They come in three types:
Data Variables: Insert data directly from the contact’s, company's or sender profiles, including Custom Fields.
Condition Operators: If/else operators for more flexible message customization.
Functions: For custom date insertion and easy formatting of LinkedIn data.
Why Use Variables?
Enhanced Personalization: Variables are key to personalizing messages and emails, whether used directly or through templates. They ensure messages are relevant and engaging without requiring extra manual effort.
How to Use Variables:
Accessing Variables:
Find variables in any text editor on GetSales.io, such as templates and text nodes.
At the bottom of the text field, there’s an option to insert variables. Clicking on this allows you to choose the variables and check out examples with the filled variables. If you want to preview how your text will look with variables, we recommend doing it though Templates and the Sandbox there.
Supported variables are always highlighted in blue, if the highlight is red or there's no highlight at all, that means the variable isn't supported.
Be mindful of empty variables, always check that the information you are referencing exists for this Contact, otherwise the variable will be replaced with empty space. If you want less manual checking, just use a condition operator with if/else statements (see below).
Types of Variables:
Data Variables: Pull data from enriched contact profiles. If there’s no data for a variable, it will be left empty. Ensure fields are filled or use condition operators for better results, be especially mindful if you are using Custom Fields as variables.
Condition Operators: Allow flexibility with variables using if/else statements. Here's how it looks with a name variable:
Basic:
{% if position %} Hello! I admire you drive to becoming a {{ position }}, {% endif %}if the name information is filled for a Contact, "Hello! I admire you drive to becoming a position," will be sent.With Alternative:
{% if position %} Hello! I admire you drive to becoming a {{ position }}, {% else %} Hello! I admire you drive to reach your role. {% endif %}if the name information is filled for a Contact, "Hello! I admire you drive to becoming a position" will be sent, BUT if not, "Hello! I admire you drive to reach your role," will be sent instead.With a Fixed Value:
{% if location_city == "Berlin" %} If you are available, I'm also in Berlin, we could chat over a coffee some time. What do you think? {% else %} If you are available, we could chat about it on Zoom or anywhere that's convenient. What do you think? {% endif %}- if the Contact's location is Berlin, the message "If you are available, I'm also in Berlin, we could chat over a coffee some time. What do you think?" will be sent, if not, "If you are available, we could chat about it on Zoom or anywhere that's convenient. What do you think?" will be sent instead.
Comparing Numeric Values:
{% if "company_size" > 250 %} with large enterprises {% else %} with SMEs {% endif %}- if the company size is more than 250 employees, "with large enterprises" will be sent, if not "with SMEs" will be sent insteadFunctions: Customize the variables:
these functions will replace the current formatting like follows:
{{ position | lowercase }} - e.g. "marketing director"
{{ position | uppercase }} - e.g. "MARKETING DIRECTOR"
{{ position | capitalize_each_word }} - e.g. "Marketing Director"
{{ position | plural }} - e.g. instead of "marketing director" it will insert "marketing directors". Basically, automatically adding an 's' at the end of the word.
{{ position | capitalize_each_word | plural }} - e.g. "Marketing Directors"
These functions will replace the dates with custom dates:
{{ your_custom_date | year }}
{{ your_custom_date | month }}
{{ your_custom_date | day }}
{{ your_custom_date | weekday }}