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Contact variables

Typed facts about a contact — which platforms they use, how big their team is — that sequences branch on and emails use.

Types

Every variable has a key, a label and one of four types:

TypeExample valueIn an email
Text"Shopify"Shopify
Number1212
Yes / Notrueyes
List["figma", "stripe"]figma, stripe

Any variable can also be unknown (null): it's on the contact, but there's no answer yet — for example while an external API is still researching them. Unknown is different from not set at all, and a condition can check for it.

Keys are lowercase with underscores, like has_stripe. If you type a name such as “Has Stripe?”, it becomes has_stripe.

Setting and unsetting

  • By hand: the Variables section on a contact (inbox sidebar or contact page). Click a value to edit it, mark it unknown, or remove it.
  • In a sequence: a Set variables step. Leave a value empty to mark it unknown.
  • From your API: a Call external API step stores the variables your API returns. See External API integrations.

Define variables up front in Outreach → Settings → Contact variables to fix their type. A key nobody has defined yet is created the first time it gets a real value, with its type taken from that value (marking it unknown first doesn't fix the type). Values are converted to the variable's type where that makes sense: "yes" becomes true for a Yes/No variable, "a, b" becomes a list, "12" a number. Values that can't be converted are skipped. Every change is logged on the contact's timeline with who made it.

Using variables in emails

In templates and subjects, write {{var.key}}. Unknown or missing values render as nothing, so add a fallback after a |:

template
Hi {{firstName | there}},

Saw you're on {{var.platforms | a few tools we integrate with}} —
{{var.pitch_line}}

Built-in values work the same way: {{name}}, {{firstName}}, {{email}}, {{makerName}}, {{productName}}.

AI emails

An AI email step sees every known variable as context (“What we know about this contact”), so an instruction like “mention the integrations they'd benefit from” just works. You can also put {{var.key}} in the instruction itself.

Branching on a variable

A Branch on variable step checks one variable and continues on Yes or No.

ConditionYes when
is known / is unknownThe value is (not) unknown or missing
is yes / is noA Yes/No variable is true / false
equals / doesn't equalText or number matches, ignoring case
contains / doesn't containA list has the item, or text contains it
is more than / is less thanA number — or a list's length — compared to the value
An unknown value only matches is unknown (and the “doesn't” conditions never match it). Put an is unknown branch first if a contact might still be waiting for data.
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