Dynamic variables are powerful tools in CrocoClick, making it easy to manage repetitive tasks and customize your emails, SMS messages, sales funnels, websites, and much more! There are 20 categories of dynamic variables that you can use in your CRM: contact, user, appointment, campaign, message, account, currently, email, membership contacts, Shopify, affiliate manager, orders, invoices, estimates, documents and contracts, receipts, e-commerce, payments, payment links, and customer portal.

Category: Contact

Add information about your contacts to your communications to personalize your messages and strengthen your professional relationships.

• Full name - {{contact.name}}

• First name - {{contact.first_name}}

• Last name - {{contact.last_name}}

• Email - {{contact.email}}

• Phone number - {{contact.phone}}

• Full address - {{contact.full_address}}

• City - {{contact.city}}

• Country - {{contact.country}}

• Date of birth - {{contact.date_of_birth}}

• Source of contact - {{contact.source}}

Category: User

Incorporate details about your team members to establish a more direct connection with your customers.

• Full name - {{user.name}}

• First name - {{user.first_name}}

• Email - {{user.email}}

• Phone number - {{user.phone}}

• Personalized signature - {{user.email_signature}}

• Link to calendar - {{user.calendar_link}}

Category: Appointments

Add appointment details to provide a seamless experience for your customers.

• Start date and time - {{appointment.start_time}}

• Cancellation link - {{appointment.cancellation_link}}

• Reschedule link - {{appointment.reschedule_link}}

• Meeting location - {{appointment.meeting_location}}

Category: Campaign

Add data related to your campaigns for relevant and tailored messages.

• Event date and time - {{campaign.event_date_time}}

• Event date - {{campaign.event_date}}

• Event time - {{campaign.event_time}}

Category: Message

Add message content directly to your emails and text messages for effective follow-up.

• Message body - {{message.body}}

Category: Account

Centralize and integrate key account information into your communications.

• Name - {{location.name}}

• Full address - {{location.full_address}}

• Address line 1 - {{location.address}}

• City - {{location.city}}

• State - {{location.state}}

• Country - {{location.country}}

• Zip code - {{location.postal_code}}

• Email - {{location.email}}

• Phone - {{location.phone}}

• Website - {{location.website}}

• Owner (logo) - {{location.logo_url}}

Category: Currently

Add dynamic dates and times to your pages so they are always up to date.

• Second (second) - {{right_now.second}}

• Minutes (One minute) - {{right_now.minute}}

• Time in 24-hour format - {{right_now.hour}}

• AM/PM time format - {{right_now.hour_ampm}}

• 24-hour time format - {{right_now.time}}

• AM/PM time format - {{right_now.time_ampm}}

• AM/PM - {{right_now.ampm}}

• Day - {{right_now.day}}

• Day of the week - {{right_now.day_of_week}}

• Month - {{right_now.month}}

• Month in English - {{right_now.month_english}}

• Year - {{right_now.year}}

• Date (month/day/year) - {{right_now.middle_endian_date}}

• Date (day/month/year) - {{right_now.little_endian_date}}

Category: Emails

Add useful elements to your emails to improve the customer experience.

• Unsubscribe link - {{email.unsubscribe_link}}

• View email in a browser - {{email.view_in_browser_url}}

Category: Membership contacts

Manage information related to training and memberships.

• Email - {{membership_contact.email}}

• Login URL (magic link) - {{membership_contact.login_url}}

• Offer title - {{membership_contact.offer_title}}

• Category URL - {{membership_contact.category_url}}

• Product title - {{membership_contact.product_title}}

• Category title - {{membership_contact.category_title}}

• Support email - {{membership_contact.support_email}}

• Phone - {{membership_contact.support_phone}}

• Site name - {{membership_contact.site_name}}

Category: Shopify

Add information about Shopify orders for effective tracking and management.

• Number - {{order.number}}

• Created on - {{order.created_on}}

• Total discounts - {{order.total_discounts}}

• Discount code - {{order.discount_code}}

• Total price - {{order.total_price}}

• Subtotal price - {{order.subtotal_price}}

• Total shipping cost - {{order.total_shipping_price}}

• Total cart price - {{order.total_cart_price}}

• Order status URL - {{order.order_status_url}}

• Cart abandonment URL - {{order.abandoned_checkout_url}}

• Delivery address - {{order.shipping_address}}

• Billing address - {{order.billing_address}}

• Has a discount - {{order.has_discount}}

• Currency code - {{order.currency_code}}

• Currency - {{order.currency}}

• Requires delivery - {{order.requires_shipping}}

Category: Affiliate Manager

Add information about your affiliates for simplified management.

• Full name - {{affiliate.first_name}}

• First name - {{affiliate.first_name}}

• Last name - {{affiliate.last_name}}

• Email - {{affiliate.email}}

• Campaign name - {{affiliate.campaign_name}}

• Commission value - {{affiliate.commission}}

• Affiliate link - {{affiliate.link}}

• Location name - {{affiliate.location_name}}

• Customer portal application URL - {{affiliate.client_portal_url}}

Category: Order

Add order information for clear and efficient management.

• Source - {{order.source}}

• Payment gateway - {{order.payment_gateway}}

• Created on - {{order.created_on}}

• Currency code - {{order.currency_code}}

• Currency symbol - {{order.currency_symbol}}

• Total cart price - {{order.total_cart_price}}

• Has a discount - {{order.has_discount}}

• Total discounts - {{order.total_discount}}

• Discount code - {{order.discount_code}}

• Total price - {{order.total_price}}

Category: Invoice

Add billing details to your communications for greater transparency and efficiency.

• Invoice number - {{invoice.number}}

• Total amount - {{invoice.total_amount}}

• Invoice link - {{invoice.url}}

Category: Estimate

Add information about your estimates for efficient management.

• Name - {{estimate.name}}

• Number - {{estimate.number}}

• Issue date - {{estimate.issue_date}}

• Expiration date - {{estimate.expiry_date}}

• Subtotal - {{estimate.sub_total}}

• Currency code - {{estimate.currency_code}}

• Discount amount - {{estimate.discount_amount}}

• Tax amount - {{estimate.tax_amount}}

• Total amount - {{estimate.total_amount}}

• Title - {{estimate.title}}

• URL - {{estimate.url}}

• Note - {{estimate.note}}

Category: Documents and Contracts

Add information about your documents and contracts for centralized management.

• Name - {{document.name}}

• URL - {{document.url}}

• Type - {{document.type}}

• Total Amount - {{document.totalAmount}}

• Currency code - {{document.currencyCode}}

• Currency symbol - {{document.currencySymbol}}

Category: Receipt

Manage receipt information for your transactions.

• Number - {{receipt.number}}

• Date paid - {{receipt.date_paid}}

• Currency symbol - {{receipt.currency_symbol}}

• Currency code -{{receipt.currency_code}}

• Subtotal - {{receipt.sub_total}}

• Discount amount - {{receipt.discount_amount}}

• Tax amount - {{receipt.tax_amount}}

• Total amount - {{receipt.total_amount}}

• Title - {{receipt.title}}

• URL - {{receipt.url}}

Category: E-commerce

Add information specific to e-commerce.

• Payment page URL - {{ecommerce.checkout_page_url}}

• Product list page - {{ecommerce.product_list_page_url}}

Category: Payment

Add information related to payments and subscriptions.

• Total payment received - {{payment.total_amount}}

• Subscription total amount - {{subscription.total_amount}}

• Refund amount - {{refund.amount}}

Category: Payment Link

Add payment link information to simplify your transactions.

• Link name - {{paymentLink.link_name}}

• URL - {{paymentLink.url}}

• Account name - {{paymentLink.account_name}}

• Sender Name - {{paymentLink.sender_name}}

• Sender email - {{paymentLink.sender_email}}

• Total amount - {{paymentLink.total_amount}}

• Total after trial - {{paymentLink.total_after_trial}}

Category: Customer Portal: Community

Add information to manage your communities.

• Name - {{communities_contacts.fullName}}

• Name of comment author - {{communities_comment.authorName}}

• Parent comment author name - {{communities_parentComment.authorName}}

• Name of the author of the message - {{communities_post.authorName}}

• Group name - {{communities_group.name}}

• Group logo - {{communities_group.logo}}

• Channel name - {{communities_channel.name}}

• Role updated by user - {{communities_channel.roleUpdatedByUserName}}

• Role - {{communities_channel.role}}

• Calendar event title - {{communities_event.title}}

• Calendar event date - {{communities_event.date}}

These custom values allow you to automate your tasks, improve the customer experience, and optimize the management of your professional interactions. Adopt them to save time and increase efficiency in CrocoClick!