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Variables
Fields

Variables

Fields

Fields ask you for details when you insert a snippet, so one snippet works for every customer and every case.

On this page

{{name}}
Defaults
{{pick}}
{{multipick}}
{{text}}
{{toggle}}
Putting fields together

{{name}} Free#

A text box in the fill-in window: {{name:Label}}. Use the label again anywhere in the snippet to repeat the answer. Without a label it is called “Name”.

Hi {{name:Customer}},
thanks for choosing us, {{name:Customer}}!

You fill in

Customer: Sam

Result

Hi Sam,
thanks for choosing us, Sam!

Defaults Free#

Add a default after a bar: {{name:Label|default}}. The box starts with it, and you can change it before inserting.

Keeping the default Free

Hi {{name:Customer|there}}!

You fill in

Customer: there

Result

Hi there!

{{pick}} Free#

A drop-down list: {{pick:Label|first|second|third}}. The first option is selected to start. Every option needs some text.

{{pick:Greeting|Hello|Hi|Hey}} {{name:Customer}}!

You fill in

Greeting: Hi
Customer: Sam

Result

Hi Sam!

If you use the same label twice, use the same options both times, or give the second one a different label.

{{multipick}} Pro#

Checkboxes for choosing any number of options: {{multipick:Label|a|b|c}}. Ticked options are inserted in the order you wrote them, separated by a comma and a space. Nothing is ticked to start, and leaving all unticked inserts nothing.

Extras: {{multipick:Extras|Fries|Drink|Dessert}}

You fill in

Extras: Fries, Dessert

Result

Extras: Fries, Dessert

{{text}} Pro#

A larger box for answers with several lines: {{text:Label}} or {{text:Label|default}}.

Summary:
{{text:Notes|n/a}}

You fill in

Notes: Two seats on the Team plan. Starts next month.

Result

Summary:
Two seats on the Team plan.
Starts next month.

{{toggle}} Pro#

A checkbox that includes or leaves out a piece of text: {{toggle:Label|text to include}}. It starts ticked. The text can span several lines.

Ticked Pro

Thanks for your time.{{toggle:Signature|
Best regards,
Alex}}

You fill in

Signature: Best regards, Alex

Result

Thanks for your time.
Best regards,
Alex

Unticked Pro

Thanks for your time.{{toggle:Signature|
Best regards,
Alex}}

You fill in

Signature: left empty

Result

Thanks for your time.

Putting fields together#

A meeting recap Pro

{{note:Paste the call notes before sending.}}Hi {{name:Client}},

Here is what we agreed:
{{text:Summary}}

Next step: {{multipick:Next step|Send proposal|Book demo|Share pricing}} by {{datefield:Due date|DD/MM/YYYY}}.{{toggle:Signature|
Best regards,
Alex}}

You fill in

Client: Jordan
Summary: Two seats on the Team plan.
Next step: Send proposal, Book demo
Due date: 2026-09-15
Signature: Best regards, Alex

Result

Hi Jordan,

Here is what we agreed:
Two seats on the Team plan.

Next step: Send proposal, Book demo by 15/09/2026.
Best regards,
Alex

The fill-in window for the meeting recap: a yellow note, the client name, a summary box, Next step checkboxes, a date picker and a ticked signature. — The meeting recap in the fill-in window. The yellow note is only shown here, never inserted.