Automated messages and emails can be personalized using personalization data from your users' account data, your organization details, the automation trigger event, and User Property Data, including custom properties unique to your organization.
Note: Some data points are only available when the automation uses a specific trigger. For example, booking-related data is only available in automations triggered by booking events.
Account Data
Account Data
The following account-level data points can be used in automated messages and emails when available for the selected automation trigger.
Account created date e.g. June 24, 2024
Account referral code e.g. BOB-X5H7
Account status e.g. Active
Account type e.g. Lead
Account's primary location e.g. Location 1
Check-in status e.g. Checked in
Final plan end date e.g. June 24, 2024
First name e.g. John
Full name e.g. John Smith
Last mobile app use date e.g. June 24, 2024
Last tour booking date e.g. June 24, 2024
Most recent booking e.g. June 24, 2024
Most recent check-in e.g. June 24, 2024
Next assignment start date e.g. June 24, 2024
Next assignment end date e.g. June 24, 2024
Next booking date e.g. June 24, 2024
Next plan end date e.g. June 24, 2024
Next plan start date e.g. June 24, 2024
Number of bookings made e.g. 5
Date of the oldest due/overdue invoice e.g. June 24, 2024
Pending invoice due date e.g. June 24, 2024
Team member status e.g. Team admin
Total account invoice balance e.g. $950.00
Upcoming tour booking date e.g. June 24, 2024
Organization Data
Organization Data
Organization name e.g. ACME
Other Data
Other Data
Date the automation was triggered e.g. June 24, 2024
Context-specific Data
Context-specific Data
The following data points are available depending on which trigger your automation uses.
Booking
Booking date e.g. June 24, 2024
Booking day of week e.g. Monday
Booking duration e.g. 1 hour
Booking price e.g. $20.00
Booking resource e.g. Meeting Room 1
Booking resource type e.g. Meeting Room
Booking source e.g. Drop-in
Booking start time e.g. 9:00 AM
Plan
Plan name e.g. Full Time Member
Plan start date e.g. June 24, 2024
Plan end date e.g. December 31, 2024
Plan price e.g. $500.00
Plan template e.g. Full Time Member
Team/personal plan e.g. Team
Invoice
Invoice number e.g. 12345
Invoice due date e.g. June 24, 2024
Invoice paid date e.g. June 25, 2024
Invoice status e.g. Paid
Invoice balance e.g. $200.00
Invoice total e.g. $500.00
Assignment
Assignment price e.g. $950.00
Assignment resource e.g. Private Office 3
Assignment resource type e.g. Office
Assignment start date e.g. June 24, 2024
Other context data
Tour booking date e.g. June 24, 2024
Product e.g. Espresso
Pass e.g. 10 Day Pass
Product tag e.g. Coffee
Document name e.g. Office lease agreement
Document status e.g. Completed
Issue type e.g. Wi-Fi
Location e.g. Location 1
Number of occurrences e.g. 3
Email Macros
Email Macros
In addition to personalization data, email actions support macros: rich content blocks that insert formatted details or action buttons into your email. These are only available in the Send email action, not in messages.
Detail blocks
Assignment details e.g. a formatted table with assignment resource, start date, end date, amount, deposit, and setup fee
Booking details e.g. a formatted block with booking resource, date, duration, repeat details, and calendar links
Invoice details e.g. a formatted block with invoice number, due date, and amount
Plan details e.g. a formatted block with organization name, plan name, start date, and price
Action buttons
Action button macros are available in emails depending on the automation trigger.
Get started button e.g. a button labeled "Get started now!" that opens the user's account confirmation or app onboarding link
View bookings button e.g. a button labeled "View bookings" that opens the user's booking details or bookings page
View invoice button e.g. a button labeled "View invoice" that opens the relevant invoice page
View plan button e.g. a button labeled "Review plan details" that opens the relevant plan review page
Note: Email macros are only available in the Send email action. They are not supported in the Send message action.
User Property Data
User Property Data
The following built-in user properties are available:
City e.g. Vancouver, BC
Company e.g. ACME
Position e.g. CEO
User Source e.g. Website
In addition to the built-in user properties above, you can also use Custom Properties as personalization data in your automated messages and emails. The following custom property types are supported:
Text e.g. Preferred workspace
Textarea e.g. Looking for a quiet office near the front desk
Email e.g. john@email.com
Phone e.g. 123 456 7890
Number e.g. 10
Date e.g. June 24, 2024
Select (single-select) e.g. Marketing
Note: Multi-select custom properties are not currently supported as personalization data in automated messages and emails.
Email Content Options
Email Content Options
In addition to personalization data, the Send email action also supports standard email content options.
Links e.g. link text such as “Visit our website” that opens your website, booking page, or another URL
Images e.g. a header image, event image, or other image uploaded into the email body