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Emails, Campaigns, & Templates
How do I use defaults and overrides for variables in my templates?
How do I use defaults and overrides for variables in my templates?

Set up a default variable or a fallback.

Nick Steeves avatar
Written by Nick Steeves
Updated over a week ago

As a built-in safety measure, PersistIQ will not send an email that has a variable with a missing value. You will receive a notification that highlights the missing variable and lets you quickly update it. However, you can set a default or override value for a variable:

Step 1: Go to your "Campaigns" and click "Templates":

Step 2: Click on "New Template":

Step 3: In the body of your template, you can insert #{{company_name | default: "Your Company"}} which will insert "Your Company" in case the lead doesn't have a company_name filled in:

Step 4: Click "Save" and then exit out of the template once finished:

Step 5: If you want to bypass the variable completely, instead of #{{company_name}}, do: #{{company_name | default: ""}}:

Step 6: Click "Save" and then exit out of the template once finished:

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