Custom dynamic variables allow you to leverage custom field data directly in email templates.
To use custom dynamic variables, you must first create a custom field in Apollo. To check if custom fields are available with your plan, please refer to Apollo's pricing page.
For additional information on custom fields, refer to the Create Custom Account Fields, Create Custom Contact Fields, and Create Custom User Fields articles
After you have created a custom field in Apollo, whether it is a custom field for a contact, account, or user, Apollo automatically generates a corresponding custom dynamic variable for it that you can use in an email template.
You can make custom dynamic variables a simple field, like the name of a prospect’s competitor, or something more complicated like a sentence regarding your thoughts on a contact's blog post. This enables you to send personalized emails with the help of automation.
Refer to the section below for instructions on how to use a custom dynamic variable in an email template.
Use A Custom Dynamic Variable in an Email Template
Launch Apollo and click Engage.
Create a new sequence or click one of your existing sequences to edit it.
Click one of the "New Threads" in any manual or automatic email step.
Place your cursor in the Body section of the "Edit Template" pop-up where you would like to add a custom dynamic variable, and then click Insert snippet.
Click the Custom fields tab.
Click a custom dynamic variable from the list to add it to your email template.
The dynamic variable renders in the "Preview" window if data is available for it.
If you would like to use the dynamic variable in the subject line for your email template, cut and paste it into the Subject text box.
Click Save Changes when you finish.
Test Custom Dynamic Variables in an Email Template
To generate a dynamic variable for a custom field, it needs to be updated for a specific contact or account profile. For this reason, you may want to test what will be displayed for a custom dynamic variable from an email template.
Navigate to any thread in any manual or automatic email task within an Apollo sequence.
To add a custom dynamic variable to the body of your email, click Insert dynamic variable.
Then, click the Custom fields tab.
Now that you've added the custom dynamic variable to the body of your email, click the here link above the "Preview" window.
Type a contact's name or select them directly from the Generate Preview for Contact drop-down. You should check whether this contact has the custom field updated for their profile if you want to see the dynamic variable rendered in the "Preview" window.
With the contact selected, Apollo renders the dynamic variable in the "Preview" window with the data if it is available. If there is no available data for this contact, Apollo highlights the dynamic variable in red in the "Preview" window.
Please note, dynamic variables without any data for a specific contact may result in Apollo moving the email to that contact to the Not Sent folder. To avoid this, you may want to leverage the conditional logic operators provided by advanced dynamic variables. For additional information, please see the Use Advanced Dynamic Variables article.