Template Variables

Using column variables and custom variables in templates

Variables are placeholders in your prompt that get replaced with actual data for each row.

Two Types of Variables

Column Variables

{{ColumnName}}

Pulls data from your CSV columns. Different value for each row.

Custom Variables

{{$VariableName}}

Pulls from your saved custom variables. Same value for all rows.

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Column Variables

Syntax

{{Column Name}}

How They Work

Column variables reference your CSV data directly:

Your CSV Column	Variable to Use
First Name	{{First Name}}
Company	{{Company}}
Job Title	{{Job Title}}
City	{{City}}
Industry	{{Industry}}

Example

Your prompt:

Write a hook for {{First Name}} at {{Company}} in {{City}}.

Row 1 data: Sarah, Acme Corp, Austin

Becomes:

Write a hook for Sarah at Acme Corp in Austin.

Row 2 data: Mike, BuildCo, Denver

Becomes:

Write a hook for Mike at BuildCo in Denver.

Case Sensitivity

Variable matching is case-insensitive:

• {{company}} matches column “Company”
• {{COMPANY}} matches column “Company”
• {{Company}} matches column “company”

Use the exact column name from your CSV for clarity, but know that case doesn’t matter.

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Custom Variables

Syntax

{{$VariableName}}

Note the $ prefix — this distinguishes custom variables from column variables.

How They Work

Custom variables are values you define once in Settings:

Variable Name	Value	Use In Template
CompanyName	”Acme Funding”	{{$CompanyName}}
ProductName	”QuickCash Pro”	{{$ProductName}}
CurrentOffer	”24-hour approval”	{{$CurrentOffer}}

Example

Your custom variable: $CompanyName = “Acme Funding”

Your prompt:

We're {{$CompanyName}} and we help companies like {{Company}} 
access fast capital.

Becomes (for every row):

We're Acme Funding and we help companies like [their company] 
access fast capital.

When to Use Custom Variables

• Your company name
• Your product name
• Current offers or promotions
• Sender name
• Contact information
• Anything consistent across all leads

Custom variables let you update one value in Settings and have it apply to all templates that use it.

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What Happens If a Variable Isn’t Found

Missing Column Variable

If {{Company}} is used but no “Company” column exists:

• Variable is replaced with empty string
• Prompt cleanup removes orphan prepositions (“at ” becomes "")
• Output may be less personalized

Missing Custom Variable

If {{$ProductName}} is used but not defined in Settings:

• Variable is replaced with empty string
• May cause awkward phrasing

Test your templates to catch missing variable issues before running full jobs!

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Variable Best Practices

Use descriptive column names

{{Recent_Funding_Round}} is clearer than {{col7}}

Check your CSV columns first

View your file’s column list before writing templates

Use custom variables for repeated values

Don’t hardcode your company name — use {{$CompanyName}}

Test with sample data

Run a test to see how variables resolve with real data

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Combining Variable Types

You can use both types in the same template:

Hi {{First Name}},

I'm reaching out from {{$CompanyName}} because {{Company}} 
in the {{Industry}} space could benefit from {{$CurrentOffer}}.

Best,
{{$SenderName}}

This combines:

• CSV data: {{First Name}}, {{Company}}, {{Industry}}
• Custom variables: {{$CompanyName}}, {{$CurrentOffer}}, {{$SenderName}}