Variables and personalization in campaigns

Personalized messages where each recipient sees their own name, company, and role, instead of a generic mail-merge feel.

CLIENT-ONLY · How-To

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Outcome

Messages that read as written for each recipient.

Prerequisites

• A campaign with at least one message step

Available variables

Pulled from candidate profile data:

• {first_name}, {last_name}, {full_name}
• {company} (current employer)
• {job_title} (current role)
• {location}, {industry}

Steps

1. Open the message step in the editor.
2. Place your cursor where the variable should go.
3. Click the variable picker ({} or Insert variable).
4. Select the variable. It appears as a tag.
5. Finish writing the message.

[SCREENSHOT: Variable picker open in the message editor]

Verification

1. Click Preview and select a sample recipient.
2. Variables show replaced with that recipient’s data.
3. Check a few different recipients.

Troubleshooting

• Variable appears as literal text in the sent message. You typed it manually. Re-add via the picker.
• Variable shows blank or null. That recipient lacks the data. Use a fallback (see best practices).
• Preview right, send wrong. Profile data may have updated. Refresh the recipient list.

Best practices

• Always personalize the first line. Generic openers tank reply rates.
• Avoid stacking variables back to back. “Hi {first_name} from {company} in {industry}” reads as automated.
• Write sentences that still make sense if a variable is missing.
• Add yourself as a test recipient and confirm every variable renders.

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