How to Use Variables in Notifications

Variables let you display dynamic information from the registration or formula that triggered the notification.

For example, you can automatically include the employee’s name, a registration value, or other data points directly in your message:

Congratulations {{ employee_name }} on closing a deal worth {{ Amount }}! 🎉

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When can I use text variables?

• Supported in notifications triggered by:

  • New or Updated Registration

  • Formula Result

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How to add variables

1. In Step 1: Actions, choose a notification action with a Message field.

2. Use the list of available variables below the field to insert them into your message.

3. After adding a data source or formula in Step 2: Conditions, additional variables will appear.

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Good to know

• Testing. When you click Save and test, variables will appear blank. They only populate when the notification is triggered by real data.

• Default variables. Some variables (e.g., {{ employee_name }}, {{ date }}) are always available.

• Number formatting. Control how many decimal points a number should display using the floatformat filter:

  • Two decimal points: {{ field_name|floatformat:2 }} → 123.45

  • No decimals: {{ field_name|floatformat:0 }} → 123