Personalization & Variables
Templates use numbered placeholders like {{1}}, {{2}}to personalize messages. In Socialone, you map each variable to a contact field or a static value before sending a broadcast.
Overview links: Documentation Home · Settings Overview
Where to Find This
- This appears during Broadcast setup when a template has variables.
Settings Quick Map
- Settings → Contact Custom Fields: define extra contact fields used in mapping.
- Settings Overview
Variable Basics
- Variables are usually placed in the template body.
- Numbering is positional:
{{1}}maps to variable 1,{{2}}to variable 2. - Every variable must be mapped before sending.
Mapping Options
| Option | When to Use | Example |
|---|---|---|
| Contact Field | When data exists in Contacts. | {{1}} → first_name |
| Static Value | When the value is the same for everyone. | {{2}} → Summer Offer |
| CSV Column | When using CSV upload instead of contacts. | {{1}} → CSV column 1 |
Contacts Mapping (Filter Contacts)
- Choose recipients using Filter Contacts.
- Click Check Selection to preview recipients.
- Map each variable to a Contact Field or Static Value.
- Proceed to send or schedule.
Where Contact Fields Come From
- Standard fields: name, email, phone, city, state, etc.
- Custom fields are defined in Settings → Custom Fields.
CSV Mapping
- CSV requires
name,country_code,phone_number. - Add columns
1,2,3to match variables.
| name | country_code | phone_number | 1 | 2 |
|---|---|---|---|---|
| John Doe | 91 | 9876543210 | Order #245 | $29.00 |
Tips
- Double‑check variable order before sending.
- Templates without variables skip the mapping step.
- Use static values for shared info like offers or dates.
Next Steps
Common Blockers & Fixes
- Next button disabled: map every variable or remove unused variables from the template.
- Contact field missing: update contact schema or choose a static value.
- CSV variables not filling: add numbered columns
1,2,3matching your template placeholders.
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