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Personalizing Message Templates with Variables

Reuse one message across many clients and let variables fill in each client's name, contact details, and portal login link. A full reference of the variables available in message templates.

Written by Blaine Korte

Message templates let you reuse the same message across many clients — and Liquid variables make each copy personal. Write Hi {{ first_user_first_name }}, once, and every client receives a greeting with their own name.

How it works

Variables live in your template's title and message body, wrapped in double curly braces. When you use the template to message a client, Fidu replaces each variable with that client's information at the moment the message is created.

Hi {{ first_user_first_name }},

Thanks for signing on with us! You can log in to your client portal
any time here: {{ login_link }}

We look forward to working with {{ client_name }}.

The Insert Data link on the message template editor lists every available variable — copy from there rather than typing them by hand.

Available variables

About the client

Variable

Prints

{{ client_name }}

The client's display name ({{ name }} also works)

{{ client_legal_name }}

The client's legal name

{{ client_email }}

The client's email address

{{ client_phone }}

The client's phone number

{{ client_description }}

The client's description

{{ client_address }}

Street address, line 1

{{ client_address_2 }}

Street address, line 2

{{ client_city }}

City

{{ client_province }}

State or province

{{ client_country }}

Country

{{ client_postal_code }}

Postal or ZIP code ({{ client_zip_code }} also works)

About the client's first contact

These refer to the first person attached to the client record.

Variable

Prints

{{ first_user_first_name }}

First name

{{ first_user_last_name }}

Last name

{{ first_user_full_name }}

Full name ({{ first_user_name }} also works)

{{ first_user_email }}

Email address

{{ first_user_title }}

Title

{{ first_user_phone }}

Phone number

Portal link

Variable

Prints

{{ login_url }}

Your client portal's web address, as plain text

{{ login_link }}

The same address as a ready-made clickable link

Use {{ login_link }} in message bodies so clients can click straight through; use {{ login_url }} when you want to control the link text or show the bare address.

Good to know

  • Missing information prints as blank. If a client has no phone number on file, {{ client_phone }} simply prints nothing. Phrase sentences so a blank won't read oddly, or keep such variables out of templates used broadly.

  • Variables fill in when the message is created. Updating a client's record later doesn't change messages already sent.

  • A misspelled variable prints as blank, and if the braces themselves are malformed the message goes out with the placeholders unfilled rather than failing — so proofread the first message you send with a new template.

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