Note: Campaigns is being replaced by Workflows. Campaigns continues to work as described in this article, but ProLine is transitioning all accounts to the new Workflows system.
Workflows offers more flexibility and allows you to automate projects, jobs, and events simultaneously.
To learn about Workflows, see our guide: Workflows: Overview. To switch your account from Campaigns to Workflows, see our guide: Guide: How to Migrate from Campaigns to Workflows
Variables in ProLine are dynamic placeholders in your communication templates, such as emails, text messages, and automation campaigns. They allow you to personalize content based on the recipient's details or certain situational attributes. ProLine refers to these placeholders as "variables," although they may be known as tokens or merge tags on other platforms.
Accessing and Using Variables
View and Copy Variables
Edit Campaign: Open any campaign where you intend to use variables.
Go to the "Send Email" Step: Click on the Send Email step within your campaign to view existing variables in the message.
Open Show Variables: For a complete list of available variables, click Show Variables. This will list all variables along with details about their function and usage. Below is an example of how this button looks inside a Send Email campaign step:
Copy Variables: You can copy a variable directly from the Show Variables list for use in your templates.
Insert Variables via the Editor
Type a Curly Bracket: In the email subject or body editor, type
{to trigger a dropdown list of variables.Select the Variable: Scroll or search for the desired variable and select it to insert into your message.
Understanding Variable Behavior
Context-Specific Usage: Variables can behave differently depending on the context. For instance, the {{email_signature}} variable will be empty if used in a text message because it is designed specifically for emails.
Exploring Variables: Use the Show Variables button to discover new variables that might be useful in different types of communications.
Common Troubleshooting Scenario
When the assignee's name does not appear in automated text messages, ensure that the correct variable is being used. For example, using {{project_assignee_fname}} (assignee’s first name specific to a project) instead of {{user_fname}} (sender’s first name) as the variable for the sender's name can cause the misconfiguration. Update the template to reflect the correct variable and re-test it to ensure that the desired information is displayed. Using the wrong variable can lead to missing or incorrect information in communications.
Advanced Uses of Variables
Automating Tasks: Use variables in automated-task creation to pass specific information.
Integration with Zapier: Add variables in the custom content fields of Zapier triggers to pass information through automation workflows.
Using Webhooks: Variables can be included in webhook content to pass data to external systems.
After implementing variables in templates, test them by creating a controlled scenario such as a test project. Preview and review the output to ensure proper functionality and correctness of variable implementation.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.