How to use variables in canned responses

Can you have custom variables? I.E. when I create custom fields in Pipedrive and I have Pipedrive integrated with Front can I pull in the custom fields associated with my contacts when emailing from front?

Cori Morris I would also love that feature.

Cori Morris Custom variables would be awesome. We have a number email templates that require manually pasting in things, like order confirmation numbers. If our database could be linked to Front, and we could pull in fields from our own records, we could save a ton of time.

Cori Morris Is it possible to put text on the left side of the pipe? For example:

If the recipient is a contact:

Hi Cori,

Otherwise:

Hi,

Unfortunately, I expect that:

Hi {{recipient.first_name | ''}},

would get me:

Hi ,

Thank you.

If I understand correctly, this isn't possible yet, but please add my vote to the pool.

Here is the request as a user story: I'm adding an autoresponder for advanced customer service requests (I.E. you've just asked a question that to properly answer it is going to cost you an hour (or some chunk thereof) of a sales engineer's time and we are not willing to give that to you for free in the hopes that you're going to accept our quote.) We charge $150 per hour for this sales engineering service in increments of 10 minutes. Before I know how many minutes it's going to take I have to read the email and give a low expected range and a high expected range. In a sample case I'm guessing 30-60 minutes. When I open the canned response I want a subset of options and variables. I.E. lowVal = 3 highVal = 6 and a checklist of reasons |Multiple Quotes| Multiple Locations| Risk Factors [x,y,z].

Output:

Dear John Doe,

We charge $150 per hour in 10 minute increments for sales engineering support. At this complexity you can expect it will cost you between $75 and $150 as it will take 30 to 60 minutes to finish turning this conversation into a precise quote. The underlying factors to this being more complex than normal are: You're asking for multiple materials that cut in different kinds of shops. You're asking for variations on your vector art which significantly change the scope of the project and the types of machines which can fabricate this. You're asking for post fabrication finishing work which means this one job has to be done by two different shops which adds both risk and cost to the job. 

Thanks,

Your favorite source for Fabrication

At the very least it would be nice if we could just see highlighted areas where the values could be typed into the email and not allow anyone on our customer service team to hit send without typing in a value or deleting the section. 

Any way to add "Link" as a custom variable? 

Cori Morris from the link field for a contact.

Hi there,

Is it possible to use a varible when I'm sending an e-mail to a group of contacts, or a list?

Example, I like to send an specif offer to a group of contacts but I'd like to use {{ recipiente.first_name}} and for each contact it add his own name.

Best Regards

Could you tell me if there is a way to force mixed case on a variable. For example, if a person's email address is regan smith and I use {{recipient.fit_name}} my email shows up as "Hi regan,". Is there a way to force the variable to capitalize the first letter ("Hi Regan,")?

Thanks, 

Joe

can be used in both the body and the subject

Is this accurate? I was able to add a variable to the body (cool feature), but I'm trying to add a variable in the subject line and the variable list is not popping up when I type {{.  I tried typing the full variable anyway, saved the response, tested it and the variable populated within the body, but the area in the subject where I entered the variable code remained blank (and the variable code that I had typed was gone). 

Are we able to add other variables like {{city}} or {{streetaddress}}? If so how?

Is it possible to use multiple variables of the same type?  For example: Each recipient's name filled in when there is more than one recipient?  It may also helpful to have the ability to define whether variables get used based on if the information is sourced from the To: line, CC: line, or BCC: line.

Joe Hemsing Thanks for testing it. You are correct! Variables only work in the body, but not the subject line. We'll be sure to update that in the article.

Joe Hemsing You can utilize sequences to personalize and send mass emails (using dynamic variables to multiple recipients). You can learn how to do that here. Unfortunately, we do not have the ability to define whether variables get used based on the information it is sourced from.

Ben Leon The only way to do this is by using sequences. The dynamic variables like "city" or "streetaddress" can only be pulled if you have the data for "city" or "streetaddress" in a column name in your csv file of contacts. 

Lemuel Chan thank you.  I may have been unclear in what I meant. I meant if I am sending 1 email to two recipients (Nick and Eric, for example), I would like the ability to have both names inserted:  

“Dear [Nick] and [Eric],”

... or if there are multiple recipients, perhaps replace the variable with something universal, like “Dear [Team],”

Joe Hemsing Actually, if you would like to use dynamic variables in the subject line, you have to define that in the specific canned response under "Subject". Composing a message and inserting a variable like "{{recipient.name}}" in the subject line will not work. 

Joe Hemsing Sorry, that is not a capability we have with dynamic variables.