Using Custom Variables to Insert Dynamic Content in Your Emails

Besides the standard variables, Prefinery also allows you to use up to 3 custom variables for each user to hold any data strings like a website URL, internal ID code, etc. 

Setting custom variables

You can set the value of a custom variable in different ways: 

A

Manually Editing User's Profile

If you navigate to the Users page of your project dashboard, you can go into a user's profile and edit it as shown below. 

At the bottom of the user's profile fields you can manually set the values for the custom variables. 

B

CSV Import

Importing a CSV of list of users is great for making bulk updates to your users' profile information, not just adding new users. Make sure to use column header custom variable 1, custom variable 2, and/or custom variable 3 to set values for these fields/variables. 

For example, if I want to update some users to set values on their Custom Variable 3 field, simplest way to do this is a 2-column import of email and custom variable 3 like the one below. 

C

Prefinery API

If you are a developer or have a developer in your team, you can use our REST API to update the values of a user's custom variables from your end. For more information on this, please see: testers#update

Alternatively, our JavaScript Web API's addUser method works similarly, allowing you to add or update a user in your project with a set custom variable value. 

D

Running JS on form submit

If you're simply looking for a way to set custom variable to the user that just signed up through the Prefinery form, you can use the Javascript Fetch API with our Instant Signup Link feature. Here's how: How to set custom variable value for user when they submit the Prefinery form

E

Zapier Integration

Our Zapier integration allows you to use the Create User action step to send data to Prefinery containing the user's email address as well as the value you'd like to set for the specific custom variable for that user. 

Inserting a custom variable into your emails

Edit your email message to copy and paste in the custom variable that you'd like to be included in the copy. Save your changes. 

That's it! 

You can't see it in the preview, but the actual email will display the user-specific value in that custom variable. In this example, it shows the user's "position":