Variables in Meeting Templates

When you create a  Meeting Template, you can use variables within your "Default Event Details", which include:

  • Title 
  • Where (Event location)
  • Description

Fallback Variables

Variables used in Meeting Template Default Event Details will require a  fallback variable.  This ensures that even if you don't have data for a specific contact, your variable will be filled.  To create a fallback variable insert the pipe character | followed by your fallback text before the closing brackets. For example, you can use {{Company | your office}} to send the Company name if you have data for that field, or "your office" if you don't.  You can read more about fallback variables in our article: Using Advanced Variables (Liquid Markup).

Which variables can I use?

All  template variables, liquid markup advanced variables, and Salesforce variables can be used in Meeting Templates.  To add a variable click the variable button to the right of each field, or type {{ to open the variable menu. When using Meeting Template variables "Host" refers to the owner of the calendar the meeting was booked on, and "Guest" refers to the recipient who is booking the meeting. 

Variable information such as names are filled using information from your contacts. If you do not have the information needed to fill the variable in your contacts your fallback variable will be used.

Host Location Variable

Use a variable in the Location section to automatically use the default location settings for the meeting host. When you add the variable {{host location}} in the Where field, Mixmax will automatically insert the host's default calendar location settings when the meeting gets scheduled. This field will also support a fallback option in case one or more of the hosts does not have a default location set up. To add a fallback, include a pipe after your variable and insert the fallback text. For example, {{host location | video call to be added}}.

This is particularly useful if you are using Meeting Templates to set up different  round robin calendars. Each calendar you're scheduling on might correspond to a different person with a unique meeting link or phone number they'd like to use for meetings.

When you insert your Meeting Template link or use the /meeting command, the correct host details will automatically fill in. If the particular host does not have a default location set up, the fallback will be included or field will be left blank if no fallback exists when that Meeting Template is used.

The default location can be set for each user in their   Mixmax calendar settings.

Salesforce Variables

The list of Salesforce variables you could use is extensive.  You can view all possible options in your  CRMs & Team Live Feed settings here, under "Visible fields".  You'll know it when you see it because you've never seen a list so long!  

Automation Variables

Automation in Meeting Templates allows you to schedule a message to remind guests before the meeting.  In addition to the variables above, you can use the following variables in your automated reminder:

  • {{meeting time}}
  • {{meeting title}}
  • {{meeting location}}
  • {{meeting description}}
  • {{time to meeting}}

Feedback?

We'll be adding more variable support to Meeting Template soon - shoot us an email at success@mixmax.com and let us know what else you'd like to see.