You can use variables in processes — data, which will be taken from user’s profile.
As a rule variables are used in the following processes: «Ask a manager», «Inform a partner», «Inform an employee», «Send a message», «Show URL». Text with usage of variables might look like this if to talk about processes for orders:
How to use variables correctly? It depends on an object of a process.
1. Process for users: variables are specified in curly brackets with «object» in the beginning:
{object.first_name}
{object.email}
{object.phone}
{object.city}
2. Process for orders: variables are specified in curly brackets with «object» in the beginning:
{object.number}
{object.positions}
{object.payment_link}
{object.offers}
{object.promocode}
{object.cost_money}
{object.cost_money_value}
You can indicate user variables in process for orders, but in this case put «user» after «object»:
{object.user.first_name}
{object.user.email}
{object.user.phone}
{object.user.city}
3. Process for purchases: same situation:
{object.start_at}
{object.finish_at_ago}
{object.training_link}
User variables:
{object.user.first_name}
{object.user.email}
{object.user.phone}
{object.user.city}
4. If partner variables are used, you need to add «partner»:
{object.partner.email} — in processes for users
{object.user.partner.email} — in processes for orders or purchases
5. If user source variables are used, keep this format:
{object.create_session.utm_source} — in processes for users
{object.user.create_session.utm_source} — in processes for orders or purchases
If a promo code is used in an order, you can pass a name of this promo code in the process by using of this variable: {object.promocode}
It is very important to use a correct syntax, because it defines a correct data depiction.
Full list of available variables is here.
Name of variables is used in mailings (even if they are sent via process). No additional formatting is applied: {email}, {positions}.
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