Business admin
Gong Engage*
Variables in Gong are categorized into built-in system variables defined by Gong and CRM-field-based variables created by admins.
The built-in variables provided by Gong are listed in the table below. In addition to these built-in variables, you can also create variables from CRM fields that are imported to Gong to suit your organization’s needs. These variables will then be available for use when creating email templates and flow emails.
Note that currently, opportunity variables cannot be used when building flows or templates. Opportunity variables can only be used when writing a one-off email to a contact from Pipeline.
Variable label | Variable description |
|---|---|
Recipient first name | Display the first names of the recipients in the "To" field. Displays up to 3 recipients by name (Sarah, John and Mike). For 4 and more recipients, displays only the first name of the first person in the “To” field. |
Sender first name | Displays the first name of the person in the “From” field. |
Meeting title | Displays the title of the meeting that triggered this email. |
Meeting date | Displays the date of the meeting that triggered this email. When relevant, date is preceded by “yesterday,” “today,” and “tomorrow”. |
Meeting hour | Displays the hour of the meeting, in AM/PM time format, that triggered this email. |
Recording link | Displays the link to the recording that triggered this email. |
Email subject | Displays the subject of the email that triggered this email. |
Recipient job title | Displays the job title of the person in the “To” field. |
Recipient company name | Displays the company name of the person in the “To” field. |
Primary scheduling link | Displays the sender's primary scheduling link, as set up by the sender in My Settings |
My scheduling link 2 My scheduling link 3 My scheduling link 4 My scheduling link 5 | Displays the sender's scheduling links, as set up by the sender in My Settings |
How to create variables using CRM fields
Tech admins can create variables based on CRM fields to capture unique business data.
Where to go: Company Settings > CRM > Salesforce/HubSpot
Click Manage Fields in the Import from Salesforce/HubSpot area
Click Create variable next to the relevant field.
These variables are now available when creating email templates and flow emails. Lookup fields are not currently supported as variables.
How to add variables to templates and flow emails
Once created, variables can be inserted into templates and flow emails. Currently, opportunity variables cannot be used when building flows or templates. Opportunity variables can only be used when writing a one-off email to a contact from Pipeline.
Add variables to the subject
Where to go: Engage > Templates > Select a template or Engage > Flows > Select a flow > Select an email step
Click the subject field and the Add Variable button will appear. Click Add Variable to display the menu.
Add variables to the message body
Where to go: Engage > Templates > Select a template or Engage > Flows > Select a flow > Select an email step
Click Add Variable in the toolbar along the bottom and the variable menu will be displayed.
How to use conditional variables
Where to go: Engage > Templates > Select a template or Engage > Flows > Select a flow > Select an email step
Conditional variables say "if the specified condition is true, then use this language". Conditional variables can be found in the 'Conditionals' tab of the variable menu.
For instance, you can set up a conditional variable to say something like "if there is no company name, then say ___". With these variables, you can tell the email composer how to proceed if a statement is true or false. Once you've added a conditional variable statement, you can select variables for each part of the statement and add free text between blue tags. Let's look at an example below:
This statement says that if there's a company name available, then say "I'd love to hear about the culture at [recipient company name]". If not, then say "Where are you working these days?"
How to use scheduling link variables
Add scheduling link variables to a template or flow email so that whenever a rep selects that template, their personal scheduling link will populate automatically.
Where to go: Engage > Templates > Select a template or Engage > Flows > Select a flow > Select an email step
Add scheduling link variables to your email template or flow email the same way you would add any other variable, under the Scheduling links category.
Team members can add their scheduling links under My Settings > Emails > View and update scheduling links.
*The features available to you depend on your company’s plan and your assigned seats.