Global Variables

Documentation for the global variables system and implementation.

Global variables are custom fields you create to systematically provide context to RevvedUp's AI. They sync with your CRM, work with Zapier, and can be used anywhere AI generates content.

Why Global Variables Matter

• Systematic Context: Pass specific information to AI for consistent messaging

• CRM Sync: Variables sync from your CRM

• Integration Ready: Update via Zapier, webhooks, or API

• AI Enhancement: Improve content generation with custom context

How Global Variables Work

• Create Variables: Define custom fields for any data you need

• Set Values: Populate via CRM sync, Zapier, or manual entry

• AI Uses Context: RevvedUp's AI incorporates these values when generating content

• Sync Everywhere: Values update across RevvedUp, CRM, and integrations

Where Variables Can Be Used

Variables provide context throughout RevvedUp:

Content Settings

• ICPs: Add industry-specific context and messaging guidelines

• Personas: Include role-specific challenges and terminology

• Revveal: Pass dynamic context for personalized buyer experiences

Content Creation

• Sequences:

  • Static text replacement in email templates

  • AI prompt context for dynamic content generation

  • Subject lines and preview text

• Pages:

  • Headlines and body copy

  • AI-generated content blocks

  • CTAs and form fields

Usage Examples

• Static: Our {{VARIABLE.AVERAGE_ROI}}% ROI beats the industry standard

• AI Context: "Write a paragraph about our advantage over {{VARIABLE.MAIN_COMPETITOR}} focusing on {{VARIABLE.KEY_DIFFERENTIATOR}}"

Variables work anywhere you see the variable picker or can type {{ to autocomplete.

Creating Global Variables

1. Navigate to GTM Playbook in the left sidebar

2. Click Variables

3. Click Add Variable

4. Define your variable:

• Name: Internal identifier (e.g., "competitor_name")

• Display Name: Human-readable label

• Type: Text, number, date, or list

• Default Value: Fallback if not set

• Click “Add Variable” to save and publish.

Integration Points

CRM Sync

• Variables map to custom fields in your CRM

• Updates sync bidirectionally

• Configure mapping in Integrations settings

Zapier Actions

• Update variables via Zapier workflows

• Trigger updates based on external events

• Pull data from other systems

API Access

• Update variables programmatically

• Bulk updates supported

• Real-time synchronization

Best Practices

• Name Clearly: Use descriptive names that explain the variable's purpose

• Document Usage: Note where each variable is used

• Set Defaults: Always provide fallback values

• Test Thoroughly: Preview how variables affect generated content

• Organize Logically: Group related variables together

• Leverage in AI Prompts: Pass in additional context for AI, it's extremely powerful when used like this.

Managing Variables

Edit a Variable

• Click on the variable name

• Update details or values

• Click "Save changes"

• Changes apply immediately

Archive a Variable

• Preserves historical data

• Stops new usage

• Can be restored later

Delete a Variable

• Removes completely

• Check usage before deleting

• Cannot be undone

Related Features

• Seller Profiles - Company-level variables

• CRM Integration - Sync configuration

• Zapier Integration - Automation setup

• AI Sequence Writing - How AI uses variables

Using Global Variables in Templates

• Sequences Variables - Use global variables in email templates

• Template Variables - Use global variables in landing pages

• AI Snippets - Reference global variables in AI-generated content

• AI Text Blocks - Use global variables in AI page content