About Variables
In cadence, Variables allow information to auto-populate in any task body or snippet, making your message relevant for that particular lead. In other words, Information that already exists or is available for a lead will auto-populate into these variables. There are many different variables available there. Here are the steps to use it.
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Go to the Cadence edit step page and choose a task to edit.
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Let’s take an example of a mail task. Click on the variable button on the bottom right of the editor toolbar. A list of variables would appear with different sections like lead, Contacts, Sender, etc.
Let us get to know about these variables from each section in detail:
c. Leads: In this section, we can see many variables related to the lead’s basic information like first name, last name, email, etc. As the name suggests, the variable {{first_name}} will signify the first name of the lead, and the {{last name}} signifies the last name of the lead.
c. Sender Variables: These variables in this section will add information about the sender of this message, i.e., the details from the currently in-use cadence profile will be filled into these variables. For example, someone who is logged in to John Wick’s cadence profile tries to use these variables. In this case, {{sender_first_name}} would fill with ‘John’ and {{sender_last_name}} will fill with 'Wick'.
d. Custom variables Lead: Custom variable lead comes after mapping them from lead field mapping settings. These variables are customized variables that include the data from the salesforce fields that were mapped in the field mapping process. For example, we can see {{Description_L}} in this section because it was added before from field mapping settings. Now when we use this variable; it will fetch the data from the description field in the lead page of salesforce and populate that information in this variable.
e. Custom variables Contact: These variables come after mapping them from contact field mapping settings. These variables are customized variables that include the data from the salesforce fields that were mapped in the field mapping process. For example, we can see {{Linkedin_c}} in this section because it was added before from field mapping settings. Now when we use this variable; it will add the value to this variable from that field of the contact page of salesforce.
f. Custom variables Account: These variables come after mapping them from account field mapping settings. These variables are customized variables that include the data from the salesforce fields that were mapped in the field mapping process. For example, we can see {{TeamID_A}} in this section because it was mapped before from field mapping settings. Now when we use this variable; it will add the value to this variable from the same field of the account page of salesforce.
g. Date: In this section, we can see all the variables related to date and days. Here, the variables {{N_days_ago}} would show the date which comes after n number of working days. You can add any number in place of ‘n’. Similarly, variable {{N_days_ago_day(en)}} would show the day which comes after n number of days in English. If we want that day to be displayed in the french language then we can write it as {{N_days_ago_day(fr)}}. The default language of the variable would be the same default language that you have selected from the profile settings.
i. Variable Languages:
There are three languages available for the variables: French, English, and Spanish. The languages of the variables are totally dynamic. This means that the variables would come in your default language which you have saved in your profile settings. If you want to send a message in another language, you can simply put ‘fr’ for french, ‘en’ for English, and ‘es’ for Spanish in round brackets.
1. French: For example the value of the variable {{N_days_ago_day(fr)}} would populate in French whenever the variable is used in the body. It will show the day which comes after n number of working days in french language.
2. English: For example, if we use this variable {{N_days_ago_day(en)}}, it would appear in English. It would show the day which comes after n number of working days in English as we have types ‘en’ inside round brackets.
3. Spanish: In this part, you can just add ‘es’ in the round brackets and that would make the particular variable appear in Spanish. For example, the variable {{tomorrow_day(es)}} would show the day of tomorrow in Spanish.
h. Misc: In this section, you will find the rest of the other variables. These include signature, custom link, unsubscribe, etc. The {{user_signature}} would fill the default selected signature and we can use {{custom_link}} variable to add a tracking link. Similarly, the unsubscribe variable will add a link to unsubscribe and the ringover meet variable will fill with a meeting invitation link.
Fallback Variables Feature
This feature is to allow users to access some value when the required field is empty, using which you get access to pass a fallback value after the pipe/or ( | ) operator. In case you add anything before the ( | ) operator its initials would appear.
For Example Email Template:
Hi {{ first_name | there }},
We are happy to inform you that we are launching our new product, Cadence on
{{ 7_week_days_later }} which is a {{ 7_week_days_later_day(fr)}}. We believe that {{ company_name | Your Company }} would benefit greatly from our tool.
Thanks and regards
The above email would resolve to:
*( Consider first_name and company_name are unavailable )
Hi there,
We are happy to inform you that we are launching our new product, Cadence on
17/02/2023 which is a Vendredi. We believe that Your Company would benefit greatly from our tool.
Thanks and regards.
Custom Variables Field Mapping
You get a choice to add 6 additional variables in the salesforce integrated cadence. These are called custom variables. Admins can map them with any salesforce field of their choice. Later, they will also show when you use the variable feature. Here is the explanation about the custom variable field mapping:
Leads: In this section, you can choose any variables of your choice from salesforce fields, visible on the right side of the panel, and match those fields with any of the 4 custom variable fields available at the bottom of lead field mapping. Once you map the variables they will start showing under the Custom Variable Lead section on the variable feature.
Account & contacts: If you want to add a custom variable for account and contact, you can simply do that by account and contact field mapping. Go to Account & Contacts field mapping and open the Account tab. There you will see the option to add custom variables up to 4 at the bottom of the accounts field mapping tab. You will see fields from the account page of salesforce and you can add any field of your choice by dragging and dropping them into Custom variables. You can perform the same action for doing field mapping of Custom variable contact. After you finish, they’ll also start showing under Custom Variable Account and Custom Variable Contact section on the variable feature.
Quick Demo of Variables
Let’s understand them with a quick demonstration. Imagine, we have taken a mail task with this message in the body.
For example, consider this email:
Hi, This is an email having some interesting variables:
Person
First Name: {{first_name}}
Last Name: {{last_name}}
Email: {{email}}
Company
Website: {{website | Company Website}}
Company Name: {{company_name}}
Company Phone Number: {{company_phone_number | Company Phone}}
Sender
Sender First Name: {{sender_first_name}}
Sender Last Name: {{sender_last_name}}
Sender Full Name: {{sender_name}}
Date
Today (French): {{today_day(fr)}}
Tomorrow (English): {{tomorrow_day(en)}}
Day after 5 days (Spanish): {{5_days_day(es)}}
{{user_signature}}
{{unsubscribe(Unsubscribe)}}
This email will look like this from the receiver’s end:
*(Consider that company_phone_number was not available for this lead)
Frequently asked questions
- Q. How many Custom Variables can we add from cadence field mapping?
Ans. We can add only up to 4 custom variables from the field map each for Lead, Contact, and Account.
- Q. What if we try to add a variable but its data is empty/not available in lead detail?
Ans. If the data is empty or not available in lead detail, the variable will be blank and not show up at the time of sending a message. We can use the fallback variable feature and add an alternate value for this type of situation. This particular feature will add the value entered after the Pipe/OR ( | ) operator. The fallback functionality is described more in the paragraph above.
- Q. Which tasks are these variables available for?
Ans. These variables are available for Call, SMS, Mail, Reply to, WhatsApp, Custom, and Data check tasks.
- Q. Is there any limit on their usage?
Ans. No. There is no such limit on their usage. You can use them wherever required.
- Q. In how many languages can we change a variable?
Ans. We can change a variable into 3 languages i.e English, French, and Spanish. By default, it appears in the same default language which we have selected in cadence profile settings. We can add ‘en’ in round brackets for English, ‘es’ for Spanish, and ‘fr’ to make a variable show in French. You can read more about them above.
- Q. How many different sorts of variables are available?
Ans. There are different types of variables available like Person, Company, Sender, and Miscellaneous.
*( You get the advantage to add additional variables called custom variables but only in Salesforce-integrated Cadence. You can add Custom variables for Lead, Contact and Account. )