The Message Variables feature allows you to create a personalization tag for content that you can easily add to your campaigns. This is ideal if you find yourself using the same content often in your communications (eg, a signature) and don't want to re-type it each time. Once the Message Variable is inserted into your campaigns, you can edit the variable's content to update many messages at one time without having to edit each campaign. There is no limit to the number of Message Variables you can create in your account.
Note: Message Variables cannot be used in one-to-one personal emails sent from the Deal record or Contacts profile.
To create a Message Variable:
- From the campaigns page in your account, click on the dropdown arrow located next to “Manage Templates.”
- Select “Edit Message Variables” from the dropdown.
- Give your variable a name in the “Personalization Name” field. The name you assign to your message variable is internal only and should be something that you will recognize. For example, if you wanted to create a message variable for a signature, you can call this “Signature.”
- In the “Personalization Tag” field, enter the name of the tag. You will want to use something that you would recognize and remember so you can easily add it to your outgoing communications.
- Select which list will be associated with the message variable (required). In this step, you are restricting the variable to that list and the information contained the variable will only appear for contacts who are in that list. You can select more than one list by holding the CNTRL key.
- Select a format. Here you can choose either HTML or Plain text. HTML means you can only use this message variable in your HTML emails and Text means you can only use that message variable in your plain text emails.
- Add content to your message variable. In this section, you can add and format text, add images, insert conditional content, and add personalization tags. If you prefer to add your own HTML when creating a message variable, you can do so by clicking on the “Code Editor” tab.
- Click “Add.”
To add your message variable to your campaign, simply type the personalization tag (see step 4 above) associated with your variable into your message. Once the email is received by your contact, they will see the information contained in your variable.
Note: If you are inserting the message variable into an automation email, the content for that variable will render for all contacts. It does not matter if they are in that list or not.