Templates

Create custom variables for templates

Besides the default variables, you can also create custom fields to be used as variables in your templates.

Prospect Custom Fields
User Custom Fields

Prospect Custom Fields

You can create custom fields for prospects if you need additional fields. Here’s how you can add a custom prospect field and use it in a template.

User Custom Fields

You can use User CustomĀ Fields to create placeholders for certain words that you use in your emails that will be unique to each user in a team. These aren’t part of your prospect fields and will not replace prospect field placeholders.

Tip: If you share templates with team members, then the placeholders will be replaced only if they have created the custom field as well.

Here’s how you can add a custom user field and use it in a template.