Using Variable Data

Overview

Variable data are special fields that populate with information from records in your account. For example, agent and client names, addresses, and policy information. Variable data is useful when you want to send your recipients information that is unique to each person, such as contract numbers or policy numbers, via workflow or email campaign.

IN THIS ARTICLE

---

Using variable data

Insert variable data into the email editor and when the email is sent, the data from that field will be pulled into the email content.

Example: Joe Smith is an individual within your account. In your email draft you type “Dear” and select from the VariableData - [IndFirstName] [IndLastName]
(the variable data will display this in the email draft).

When the email is sent to Joe, the variable data will display as “Dear Joe Smith” in the email. Using variable data helps to create a connection so an individual receives the email with a personalized greeting. The variable data pulls from within your account in the place of the placeholder [  ] you identify during the email draft setup.

Add variable data to email subject

You can copy and paste variable data into the email subject for workflow and campaign emails. You may find this helpful for personalizing your emails. Unique information so they see it right away when they check their inbox.

Example: [IndFirstName], are you ready for open enrollment?

If you preview the email content on the individual record > Emails > Outgoing, you will see the individual's name in the subject line instead of the variable data. This will apply to all variable data in the email.

---

Types of variable data

The types of variable data you can add to the email content will depend on the workflow trigger or email recipient.

In servicing email campaigns, you can add variable data for:

In servicing workflows, you can add variable data for:

---

Common questions

Why isn't my variable data working?
Variable data are special fields that populate with information from records in your account. If a field isn't pulling data, review your records to make sure there is data for the corresponding field.