📍 Where to Find Variables
When building your template in the Conversation Designer, you’ll see a “Variables” button at the top of the message body window. Clicking "More" button will show you all available fields you can insert.
👉 Important: Always insert variables using the Variables button. Do not copy and paste variables from old templates — this ensures the correct format is used and prevents errors.
🎯 Why Variables Matter
Variables make your messages:
Personalized: Each student sees their own details (name, course, interview time).
Dynamic: One template can serve hundreds of students with different data.
Efficient: No need to create multiple campaigns for small differences.
You don’t need multiple campaigns/templates for this - you need variables.
When you upload student data into a campaign, we ask for certain data fields against those students. For example, we always need a first name and a mobile number.
For example:
Hi {!Firstname}, thanks for your application for {!contactid.CourseTitle__c}. Please come to your interview on {!Event Date} at {!Event Time} in {!Event Location}. Will we see you there?
Yes
No
Imagine you upload the below data file. It will then create the message shown below:
So, you can personalise messages as much as you need to.
📋 What other variables can I use?
Alongside the variables that you can pick from in the Conversation Designer tab, you can also insert these fields found on the "More" option:
Course Title → {!contactid.CourseTitle__c}
College Name → {!accountid.name}
Email Address → {!contactid.Email_Address__c}
Campus → {!contactid.Campus__c}
Offer Type → {!contactid.Offer_Type__c}
Course Code → {!contactid.CourseCode__c}
Student ID → {!contactid.Applicant_ID__c}
Account Personality Name (e.g. Jenni) → {!accountid.personality__c}
Mobile Phone → {!contactid.MobilePhone}
Curriculum Area → {!contactid.Curriculum_Area__c}
Event Day 1 → {!contactid.Event_Day_1__c}
Event Day 2 → {!contactid.Event_Day_2__c}
⚠️ Things to Keep in Mind
Incorrect variable spelling → If you type a variable incorrectly, the system will show an error message before you can submit your template for approval.
Overriding data → The latest upload of a student record will override previously uploaded variables, even across different campaigns.
Say you want to send a message to someone on a Monday with their course title as 'Science', but you also want to send them a message on Wednesday with the course title 'English'. If you upload this person into both campaigns, the latest upload will also affect the previous upload, and both messages will go out with the latest course title that you uploaded. So, it is better to wait for one message to go before scheduling the next, so that variables are not affected.CSV Upload → When uploading your student data file (CSV) into a campaign, make sure the column names match the variables you are using in your template.
For example:
If your template uses the Campus variable → your CSV must have a column titled Campus.
If your template uses Course Code → your CSV must have a column titled Course Code.
If your template uses Email Address → your CSV must have a column titled Email Address.
If the column name in your CSV does not match the variable exactly, the system will not be able to populate the message correctly. Always double-check that your CSV headers align with the variables in your template.
Need more variables? → If your campaign requires more than the available fields (e.g., multiple event dates or locations), reach out to us via the chat bubble. We can help design a template that works for your needs.
💬 Need Help?
If you don’t see the field you want, or if you’re unsure how to structure your template, just ask us in the chat bubble (bottom right of your screen). We’ll be happy to assist.
Variables can be overridden by multiple uploads!