Using variables & merge tags

Variables (also called merge tags) let one template or pitch personalize itself for every contact. Instead of typing a name, you drop in a tag like First Name, and when the email sends it is replaced with that contact's real first name. They work in both the subject line and the email body.

How to insert a variable

You insert variables the same way in a template's subject line or body editor:

1. In the body, type @ and a menu of variables appears — keep typing to filter, then pick one.
2. On the subject line, click the @ button at the end of the field to open the variable list, then choose a tag.
3. The variable shows as a small highlighted chip (for example, the subject placeholder e.g. Quick idea for @brandName). It is a single token, not editable text, so it always resolves cleanly.

Available variables

These are the variables you can insert:

• First Name — the contact's first name
• Last Name — the contact's last name
• Brand Name — the company name
• Email — the contact's email
• Location — the contact's location
• Title — the contact's job title
• Your Name — your full name
• Portfolio Link — your portfolio URL

Check how they render

To see real values in place of the tags, open a template and click Preview. Click Select contact in the top right of the preview and search for one of your actual contacts — the variables resolve to that contact's real details so you can confirm everything fills in correctly. Until you pick a contact, you'll see a Select a contact to resolve merge tags note and the raw tags stay in place.

Tip: If a contact is missing a field, that variable simply fills with what is available — so lean on widely-populated tags like First Name and Brand Name in your most important lines.

Ready to put these to work? See creating reusable templates.