Custom Variables

Custom Variables Introducing custom variables you can now reuse data across multiple scenarios within your organization avoid human errors and spend less time maintaining your scenarios custom variables can be.

Created on both a team level as well as on an organization level to create a team variable navigate to your team dashboard page and open the variables tab here you will see a list of all the.

Custom team variables as well as system variables automatically generated by make to create a new variable click on add team variable enter a name for your variable select its data type and enter.

Its value this variable can now be accessed across all scenarios created by your team similarly you can create an organization variable by navigating to your organization dashboard page and.

Opening the variables tab the process is the same with the only difference that organization variables will be accessible across all scenarios under your organization.

Using custom variables is as easy as creating them simply click on a module field open the custom and system variables tab and here you will find a section with all your team variables and.

Custom Variables

A section with all your organization variables click on any element to add it to the field custom variables can help you ensure that important data about your company.

Stays consistent across multiple scenarios here's an example in this scenario an email is sent by the gmail module for every new record created in an air table base every record contains.

The information of an invoice that needs to be sent out to a customer to make sure that the customers know where to reach out for support in the message the company's support email has been added.

From a custom organization variable called customer support email in the case this email address changes in the future the support team will only need to update the value of this.

Variable once the email address will automatically get updated across all scenario modules that make use of it similarly the message can include all the invoice payment methods that are.

Currently accepted payment methods can change from time to time therefore having a custom variable that lists all available payment methods would make future updates very quick while ensuring.

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    That the data remains consistent across - Make Automate

    All scenarios custom variables can also be used for populating entire message templates in this example a scenario created by a.

    Customer support team retrieves new tickets submitted by customers in freshdesk a customer support app in the case where a ticket requires the attention of the technical support team.

    An email is sent out to the customer informing them that a member of the team has been notified and will review their case shortly as you can see the main message of this.

    Email the technical documentation and faq page links as well as the sender's email address are all populated by custom team variables this information can often change and making sure that it.

    Is up to date across all scenarios is crucial in maintaining a consistent customer experience ready to try out custom variables and apply them to your own automations click.

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