Campaign Variables

Variables let you personalize outbound campaign content for each lead. You define a variable once, insert it in your campaign text as {{variableName}}, and Frontdesk fills in the right value for every contact when the campaign runs.

Opening Variable Management

  1. Open your outbound campaigns dashboard and select a campaign.
  2. Click Variables in the sidebar.
  3. The Variable Management page opens, showing how many variables the campaign has under Your Variables.

How variables work

Anywhere your campaign uses text (greetings, scripts, prompts), you can insert a variable with double curly braces:

Hi {{firstName}}, this is a reminder about your {{serviceType}} appointment.

When the campaign contacts a lead, each variable is replaced with that lead's value. Variables come in two kinds:

  • Mandatory -- a value must be provided for every lead. There is no fallback.
  • Optional -- if a lead has no value, the variable's Default Value is used instead.

Creating a variable

  1. Click Add Variable.
  2. In the Create New Variable modal, enter a Variable Name. Use a unique identifier without spaces (e.g., firstName, appointmentDate).
  3. Leave This variable is mandatory checked if every lead must supply a value.
  4. If you uncheck it, a Default Value field appears. Enter the fallback text to use when a lead has no value. Optional variables require a default.
  5. Click Create Variable.

The variable is saved to the campaign immediately and is ready to use in your content.

Editing a variable

  1. Find the variable in the list and click its edit action.
  2. You can change whether it is mandatory and update the default value. The variable's name cannot be changed after creation.
  3. Click Update Variable.

Deleting a variable

Click the delete action on a variable. If the variable is not referenced anywhere, it is removed right away.

If the variable is currently used in campaign fields, a Variable in use dialog lists exactly which fields reference it and asks you to confirm. If you proceed, the variable is deleted and every {{variableName}} placeholder is removed from those fields automatically, so your campaign text never speaks a raw placeholder aloud.

Tips

  • Name variables for readers -- appointmentDate is easier to spot in a script than var2.
  • Prefer optional variables with sensible defaults for data you don't always have. A default like "your upcoming appointment" keeps the sentence natural when the specific value is missing.
  • Keep mandatory variables to true requirements -- every lead you enroll must have a value for each mandatory variable, so only mark a variable mandatory when the message makes no sense without it.
  • Check before deleting -- read the "Variable in use" list carefully. Removing a placeholder can leave a sentence that needs rewording.