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Overview

Template variables insert values from Unify into your sequence emails, such as a person’s first name, job title, or company name. You write the email once, and Unify fills in the values for each recipient. Use variables for details you already have in Unify. If a sentence needs an alternative when a value is missing, put it in a snippet with fallback text.

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Insert and preview a variable

1

Choose the field

Open an email step in the sequence builder. Place your cursor in the subject or message where the value belongs, then type { or click the variable icon in the editor.Choose a category, such as Person, Company, or Sender, then select the field. For example, select a person’s first name to personalize a greeting. The editor displays the selected field as a variable.
2

Review the personalized email

Click the arrow beside the editor to expand the preview. Choose a person under To to see their values in the email. If you use sender variables, select a mailbox under From as well.Read the complete message to check punctuation and phrasing around the inserted values. Preview several people whose names, titles, or company details differ.

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Handling missing data

An email with a missing required variable is blocked from sending. Review the blocked enrollment and correct the affected message before it can continue.

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Snippets

Use a snippet when you want to provide alternate copy for missing data. For example, a question that names the recipient’s company can fall back to a question about “your team.” The fallback applies to the text inside that snippet; variables elsewhere in the email still need values.