How to create a Custom Placeholder?

The Custom & Dynamic Placeholders section allows you to create reusable variables that can be inserted into outreach messages, emails, and templates for personalized communication.

Steps to Create a Placeholder

1. Click on the Placeholders tab in the sidebar. The Custom & Dynamic Placeholders window will open.

2. click on the Placeholders section.

3. You will see the Create Custom Placeholder. Here, you need to enter:

• Display Label – The name of the placeholder.
• Variable Key (Slug) – This will be used as the placeholder key.
• Fallback Value – Optional value that will be used if no data is available.

After entering the details, click on Create Placeholder. The placeholder will then be created successfully.

In the Active Definitions section, you can see all the created placeholders. From there, you can edit or delete the placeholders using the available actions.