Personalization variables
Drop a {{token}} into any workflow message and it fills in per contact at send time — their name, your brand, your links. This page lists every token and the one gotcha to know: unknown tokens render blank.
How tokens work
Write a token anywhere in a message — Hi {{first_name}}, it's {{company}} — and the engine swaps it for the real value the moment the step fires. Tokens work in every message field you type: email subjects, bodies, and button labels and links; texts; voicemail scripts; AI call goals and AI step instructions; meeting, payment, and webinar messages; team notifications and Slack posts; task titles; and Update-field values.
Spacing inside the braces doesn't matter — {{ first_name }} and {{first_name}} both work.
Contact tokens
Filled from the contact's record.
| Token | What you get |
|---|---|
{{first_name}} | The contact's first name. If the contact has no name on file, it renders as "there" — so a text never opens with a blank. |
{{last_name}} | Everything after the first name. Blank if only one name is on file. |
{{full_name}} | The contact's full name, exactly as entered. |
{{email}} | The contact's email address. Blank if none on file. |
{{phone}} | The contact's phone number. Blank if none on file. |
Your-business tokens
Filled from your business profile — your settings, your brand.
| Token | What you get |
|---|---|
{{company}} | Your brand name. Falls back to your organization name if you haven't set a brand name. |
{{company_phone}} | The contact phone number on your business profile. Blank until you set it. |
{{help_email}} | The contact email on your business profile. Blank until you set it. |
Link tokens
| Token | What you get |
|---|---|
{{booking_link}} | The website URL on your business profile — meant for "book with us" style links. Blank until you set a website URL. |
{{docs_link}} | Also your website URL — meant for "learn more" style links. Blank until you set a website URL. |
{{login_link}} | The sign-in page for your Sales Team Toolbox account. Useful when you're messaging teammates or clients who log in. |
{{dashboard_link}} | The dashboard of your Sales Team Toolbox account. |
{{referral_link}} | That contact's personal share link for your customer-referral program. It only renders when the referral program is turned on — otherwise it's blank. |
{{booking_link}} is a plain link to your website. When you want the contact to pick a time on a calendar, use the Book meeting node instead — it mints a personal booking link for each contact and delivers it by text or email. Details in the Node reference.
Links and branding come from YOUR settings
These tokens are built from your own website and contact settings — your brand name, website URL, contact email, and contact phone. If a setting is empty, the token renders blank: a text that reads "Book here: " with nothing after it. Fill in your business profile before you rely on {{company_phone}}, {{help_email}}, {{docs_link}}, or {{booking_link}}.
The upside of that rule: your messages always carry your brand. {{docs_link}}, {{booking_link}}, and {{help_email}} point at your business — a workflow email from your account never sends your customers to Sales Team Toolbox's site.
Unknown tokens render empty
The engine only knows the tokens on this page. Anything else between double braces renders as nothing. That means a typo like {{frist_name}} never reaches your contact as a broken tag — it just disappears from the message. The message is protected, but the typo is silent: "Hi , quick question" is what a misspelled first-name token looks like.
Enroll yourself (or a test contact) and read what actually arrives. Tokens fill at send time, so the test shows exactly what your contacts will see — including any blank spots from empty settings or typo'd tokens.
One thing that is not a token: the unsubscribe footer on workflow emails. It's added automatically to every email — you never type it, and you can't forget it. More in Compliance & FAQ.
Next steps
Make every message personal. Drop a token into your next workflow step.
Open Workflows