Two Types of Variables
Column Variables
{{ColumnName}}Pulls data from your CSV columns. Different value for each row.Custom Variables
{{$VariableName}}Pulls from your saved custom variables. Same value for all rows.Column Variables
Syntax
How They Work
Column variables reference your CSV data directly:Example
Your prompt:Case Sensitivity
Variable matching is case-insensitive:{{company}}matches column “Company”{{COMPANY}}matches column “Company”{{Company}}matches column “company”
Custom Variables
Syntax
$ prefix — this distinguishes custom variables from column variables.
How They Work
Custom variables are values you define once in Settings:Example
Your custom variable:$CompanyName = “Acme Funding”
Your prompt:
When to Use Custom Variables
- Your company name
- Your product name
- Current offers or promotions
- Sender name
- Contact information
- Anything consistent across all leads
Custom variables let you update one value in Settings and have it apply to all templates that use it.
What Happens If a Variable Isn’t Found
Missing Column Variable
If{{Company}} is used but no “Company” column exists:
- Variable is replaced with empty string
- Prompt cleanup removes orphan prepositions (“at ” becomes "")
- Output may be less personalized
Missing Custom Variable
If{{$ProductName}} is used but not defined in Settings:
- Variable is replaced with empty string
- May cause awkward phrasing
Variable Best Practices
Use descriptive column names
Use descriptive column names
{{Recent_Funding_Round}} is clearer than {{col7}}Check your CSV columns first
Check your CSV columns first
View your file’s column list before writing templates
Use custom variables for repeated values
Use custom variables for repeated values
Don’t hardcode your company name — use
{{$CompanyName}}Test with sample data
Test with sample data
Run a test to see how variables resolve with real data
Combining Variable Types
You can use both types in the same template:- CSV data:
{{First Name}},{{Company}},{{Industry}} - Custom variables:
{{$CompanyName}},{{$CurrentOffer}},{{$SenderName}}