Personalize your messages by automatically pulling in details from your contacts or from the assets they interact with (like a calendar, membership, or product).

Key details:

  • Universal vs. asset specific:
    • Universal variables work everywhere: in broadcasts, sequences, and notifications.
    • Asset-specific variables only work in the notifications connected to a particular asset type (for example, a product confirmation email, a calendar reminder, or a membership welcome message).
  • Formatting: Variables must always include the curly brackets { }.
  • Availability: If the data isn’t available (for example, a contact doesn’t have a phone number), the variable will appear blank in the message.
  • Testing: When using the Send test email function, all variables are replaced with “TEST”.

Learn about using variables.


Use contact data to customize every message

Use these variables in any type of message: marketing emails, SMS, or notifications. They pull directly from a contact’s profile. You can also include them in team notifications so staff see the same details as the lead.

In addition to the default profile fields (like name, email, or phone), you can also use variables for custom fields you create. Each custom field needs an identifier. Once you set that, Kartra will generate the matching variable automatically, which you can then copy and paste into your messages.

VariableDescription
{first_name}First name
{last_name}Last name
{email_address}Email address
{company}Company name
{date_joined}Date the lead profile was created
{phone_country_code}Phone country code
{phone}Phone number
{ip}IP address
{address}Physical address
{zip}Postal/ZIP code
{city}City
{state}State/Province
{country}Country
{affiliate_link}An affiliate link you can select
{jvbroker_link}A JV broker link you can select
[custom field identifiers]Variables for your custom fields  

Stay updated on affiliate signups and earnings

Affiliate notifications use these variables to pass along details like product names, sales, and commissions. They keep affiliates informed about their earnings and let you track who’s joining your program.

To your affiliates

VariableDescription
{official_product_name}Public product name
{transaction_quantity}Transaction quanitity (in case of multiple units sold)
{transaction_currency}Transaction currency
{transaction_amount}Transaction total amount
{transaction_affiliate_amount}Affiliate commission amount
{transaction_affiliate_username}Referring affiliate's username

To your team

VariableDescription
{product_name}Internal product name
{affiliate_first_name}Affiliate's first name
{affiliate_last_name}Affiliate's last name
{affiliate_username}Affiliate's username

Send purchase details and receipts

When a customer makes a purchase or a subscription updates, these are the variables that carry the details. They let you confirm transactions for contacts while also giving your team the full record: amounts, shipping info, and affiliate attribution.

To your contacts

VariableDescription
{official_product_name}Public product name
{transaction_id}Transaction/Order ID
{parent_transaction_id}Transaction ID for refunded transaction
{transaction_subscription_id}Subscription ID
{transaction_subtotal_amount}Subtotal transaction amount
{transaction_amount}Total transaction amount
{transaction_currency}Transaction currency
{transaction_vat}Transaction tax
{discount_coupon_dollar}Coupon discount amount
{transaction_date}Rebill date / cancellation request date
{subscription_delayed_cancellation_date}Subscription end date (relevant to delayed cancellations)
{transaction_rebill_amount}Rebill amount
{self_billing_page_link}Self billing portal URL
{credit_card_last_4_digits}Last 4 digits on an expiring card
{credit_card_expiration_date}Expiration date on an expiring card
{subscription_next_payment}Next scheduled payment
{subscription_initial_transaction_date}Date of initial order for subscriptions
{subscription_initial_transaction_id}Transaction ID for initial order for subscriptions
{subscription_recurring_amount}Subscription rebill amount
{subscription_recurring_term}Subscription payment frequency
{product_access_page}Download URL for digital files provided at purchase
{order_date}Order date
{order_time}Order time

To your team

VariableDescription
{product_name}Internal product name
{order_date}Order date
{transaction_id}Transaction/Order ID
{transaction_subtotal_amount}Subtotal transaction amount
{transaction_amount}Total transaction amount
{transaction_quantity}Transaction quantity (in case of multiple units sold)
{transaction_currency}Transaction currency
{transaction_vat}Transaction tax
{discount_coupon_dollar}Coupon discount amount
{seller_net_earning}Your net earnings
{shipping_cost}Shipping cost
{transaction_subscription_id}Subscription ID
{subscription_recurring_amount}Subscription rebill amount
{subscription_recurring_term}Subscription payment frequency
{transaction_date}Rebill date / cancellation request date
{subscription_delayed_cancellation_date}Subscription end date (relevant to delayed cancellations)
{parent_transaction_id}Transaction ID for refunded transaction
{transaction_affiliate_username}Referring affiliate username
{transaction_jv_username}Referring JV username
{subscription_next_payment}Next scheduled payment
{transaction_retry_days}Number of days till next rebill attempt (for failed rebills)
{shipping_firstname}Shipping recipient details
{shipping_lastname}
{shipping_address}
{shipping_city}
{shipping_state}
{shipping_zip}
{shipping_country}

Notify contacts and staff about appointments

Calendar notifications rely on these variables to personalize confirmations, reminders, cancellations, and reschedules. For contacts, variables labeled “old” only show up in reschedule notices. For your team, variables with “vendor” provide appointment times adjusted to your account’s timezone.

To your contacts

VariableDescription
{calendar_class_name}Event/class name
{calendar_coach}Host/coach name
{calendar_next_event_date}Appointment date
{calendar_next_event_time}Appointment time
{calendar_lead_timezone}Contact’s timezone
{calendar_url}Calendar's default page URL
{login_email}Calendar login email
{login_password}Calendar login password
{calendar_subscription_status}Booking request status
{calendar_event_date_old}Old appointment date (before reschedule)
{calendar_event_time_old}Old appointment time (before reschedule)

To your team

VariableDescription
{calendar_class_name}Event/class name
{calendar_coach}Host/coach name
{calendar_subscription_status}Booking request status
{calendar_name}Calendar internal name
{calendar_next_event_date_vendor}Upcoming appointment date
{calendar_next_event_time_vendor}Upcoming appointment time

Alert contacts about shared campaigns

Campaign sharing notifications pull in these variables to identify the campaign (its code, name, and author) so contacts know exactly what they’ve received.

VariableDescription
{campaign_code}Campaign share code
{campaign_name}Campaign name
{campaign_author}Campaign author

Stay informed on helpdesk activity

When a helpdesk ticket is created or updated, these are the variables that carry the subject line, reply text, and login details. They ensure contacts can follow their ticket, while your team gets the context of which helpdesk or department it came from.

To your contacts

VariableDescription
{login_email}Helpdesk access email
{login_password}Helpdesk access password
{helpdesk_subject}Ticket subject
{helpdesk_tickets_link}Helpdesk login URL
{helpdesk_vendor_reply}Team’s reply text (for email thread)

To your team

VariableDescription
{helpdesk_subject}Ticket subject
{helpdesk_name}Internal helpdesk name
{helpdesk_department}Department name

Get notified when leads take action

Lead actions like form submissions, list joins, or sequence starts trigger these variables. They keep you and your team in the loop whenever a lead moves forward in your system.

VariableDescription
{optin_name}Internal form name
{sequence_name}Internal sequence name
{list_name}Internal list name
{membership_name}Internal membership name

Share membership access and post activity

Membership notifications use these variables to send login details, unlocked post titles, and URLs to your contacts. On the team side, the only alerts are for new comments posted on membership content.

To your contacts

VariableDescription
{login_page}Membership login page URL
{login_email}Membership access email
{login_password}Membership access password
{membership}Membership name
{post_name}Membership post title
{post_url}Membership post URL

To your team

VariableDescription
{post_name}Membership post title
{membership_name}Membership internal name

Send quiz results

Survey notifications can show quiz scores to contacts, while your team also sees the name of the survey alongside the results.

VariableDescription
{survey_score}Score from quiz survey
{survey_name}Survey internal name (only available to your team)

Provide webinar details and links

Webinar notifications make use of these variables to deliver key details: title, presenter, date, time, join links, and replays for your contacts. Your team versions focus on the core event info.

To your contacts

VariableDescription
{webinar_title}Webinar public name
{webinar_presenter}Presenter name(s)
{webinar_event_date}Webinar date
{webinar_event_time}Webinar time
{webinar_live_link}Live room URL
{webinar_replay_link}Replay video link

To your team

VariableDescription
{webinar_title}Webinar public name
{webinar_event_date}Webinar date
{webinar_event_time}Webinar time