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Custom variables are reusable values that you define once and use across multiple templates.

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What Are Custom Variables?

Values you define in Settings that stay constant across all rows:
Example VariableExample Value
CompanyName”Acme Funding”
ProductName”QuickCash Pro”
CurrentOffer”24-hour approval with rates from 5%“
SenderName”Sarah Johnson”
CalendlyLink”https://calendly.com/sarah-acme”

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Custom Variables vs Column Variables

TypeSyntaxSourceValue
Column Variable{{Company}}Your CSVDifferent per row
Custom Variable{{$CompanyName}}SettingsSame for all rows
Custom variables use a $ prefix: {{$VariableName}}

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Managing Custom Variables

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Accessing Custom Variables

  1. Click Settings in the sidebar
  2. Click Custom Variables

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Adding a Variable

1

Click Add Variable

Click the “Add Variable” button
2

Enter Variable Name

Enter the name (without the $ symbol)Example: CompanyName not $CompanyName
3

Enter Variable Value

Enter the value you want to use
4

Save

Click Save to create the variable

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Editing a Variable

  1. Find the variable in your list
  2. Click Edit
  3. Update the value
  4. Save

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Deleting a Variable

  1. Find the variable in your list
  2. Click Delete
  3. Confirm deletion
Deleting a variable will cause templates using it to have empty values for that variable!

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Using Custom Variables in Templates

Reference with the $ prefix: 
Hi {{First Name}},

I'm reaching out from {{$CompanyName}}. We help {{Industry}} 
companies like {{Company}} with {{$CurrentOffer}}.

Would you be open to a quick chat?

{{$SenderName}}
Result for each row:
  • {{First Name}}, {{Company}}, {{Industry}} → Different per lead
  • {{$CompanyName}}, {{$CurrentOffer}}, {{$SenderName}} → Same for all

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Best Use Cases

Company Info

Your company name, tagline, website

Product Info

Product name, key features, pricing

Current Campaigns

Offers, promotions, seasonal messaging

Sender Info

Name, title, calendar link, phone

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Benefits of Custom Variables

Change your offer in Settings and all templates using {{$CurrentOffer}} update automatically.
Ensure your company name is spelled the same way in every template.
Swap out variables to test different offers or messaging.
Keep your prompts focused on personalization, not hardcoded values.

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Tips

Create custom variables for anything you might want to change across multiple templates at once.
Use clear naming: CurrentOffer is better than Offer1 or var3.