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Campaign Template Expressions

Campaign Template Expressions

This reference explains all supported expression features in campaign message templates.

Quick Start

  • Use {{ ... }} to evaluate an expression.
  • Simple variable:
    • {{ first_name }}
  • Dot access:
    • {{ webhook.raw_data.deal.stage }}
  • Function:
    • {{ capitalize(first_name) }}
  • Conditional (ternary):
    • {{ gender == "Male" ? "Mr." : "Ms." }}

Where It Works

  • Main message body (template_body)
  • A/B variant B message body (ab_variant_b_body)

Slash Commands (/)

  • Typing / in the editor shows functions only.
  • Example: typing /cap suggests capitalize(...).
  • Variables are inserted with variable chips/buttons, not slash commands.

Supported Syntax

1) Variables

  • Basic:
    • {{ name }}
  • Dot notation:
    • {{ contact.first_name }}

2) Literals

  • Strings:
    • {{ "hello" }}
    • {{ 'hello' }}
  • Numbers:
    • {{ 42 }}
  • Booleans / null:
    • {{ true }}
    • {{ false }}
    • {{ null }}

3) Operators

  • Equality:
    • ==, !=
  • Logical:
    • &&, ||, !
  • Ternary:
    • condition ? whenTrue : whenFalse

Examples:

  • {{ status == "vip" }}
  • {{ has_email && has_phone }}
  • {{ !opted_out }}
  • {{ first_name ? first_name : "there" }}

4) Indexing

You can index arrays and strings:

  • {{ split(email, "@")[0] }}
  • {{ "hello"[1] }}

Supported Helper Functions

All helper names are case-sensitive.

Sample data used in helper results:

{
  "first_name": "jANE",
  "email": "sophie.martin@gmail.com",
  "language": "fr-FR",
  "company": "ACME CORP",
  "country_code": "fr",
  "full_name": "  Sophie Martin  ",
  "tags": "vip,priority,new",
  "phone_number": "+14155550123"
}

lower(value)

Converts text to lowercase.

  • Variables: company = "ACME CORP"
  • Expression: {{ lower(company) }}
  • Output: acme corp

upper(value)

Converts text to uppercase.

  • Variables: country_code = "fr"
  • Expression: {{ upper(country_code) }}
  • Output: FR

capitalize(value)

Uppercases first character and lowercases the rest.

  • Variables: first_name = "jANE"
  • Expression: {{ capitalize(first_name) }}
  • Output: Jane

trim(value)

Removes leading/trailing whitespace.

  • Variables: full_name = " Sophie Martin "
  • Expression: {{ trim(full_name) }}
  • Output: Sophie Martin

split(value, separator)

Splits a string into an array.

  • Variables: email = "sophie.martin@gmail.com"
  • Expression: {{ split(email, "@")[0] }}
  • Output: sophie.martin

join(value, separator)

Joins an array into a string.

  • Variables: tags = "vip,priority,new"
  • Expression: {{ join(split(tags, ","), " | ") }}
  • Output: vip | priority | new

default(value, fallback)

Returns fallback if value is null, undefined, or empty string.

  • Variables: first_name = "jANE"
  • Expression: {{ default(first_name, "customer") }}
  • Output: jANE
  • Variables: first_name = ""
  • Expression: {{ default(first_name, "customer") }}
  • Output: customer

contains(value, substring)

Checks whether text contains a substring.

  • Variables: email = "sophie.martin@gmail.com"
  • Expression: {{ contains(email, "@gmail.com") }}
  • Output: true

startsWith(value, prefix)

Checks whether text starts with a prefix.

  • Variables: phone_number = "+14155550123"
  • Expression: {{ startsWith(phone_number, "+1") }}
  • Output: true

endsWith(value, suffix)

Checks whether text ends with a suffix.

  • Variables: email = "sophie.martin@gmail.com"
  • Expression: {{ endsWith(email, ".fr") }}
  • Output: false

Cumulative (Composed) Expressions

You can combine multiple helpers and operators in a single expression.

  • Normalize + fallback + capitalize
    • Expression: {{ capitalize(default(trim(first_name), "customer")) }}
    • Result: Jane
  • Parse + transform + branch
    • Expression: {{ endsWith(lower(split(email, "@")[1]), ".fr") ? "FR lead" : "Non-FR lead" }}
    • Result: Non-FR lead
  • Split + join + uppercase
    • Expression: {{ upper(join(split(tags, ","), " | ")) }}
    • Result: VIP | PRIORITY | NEW
  • Multi-condition decision
    • Expression: {{ startsWith(phone_number, "+1") && contains(language, "fr") ? "NA-FR segment" : "other segment" }}
    • Result: NA-FR segment

Composed Full Message Example

Template

{{ contains(language, "fr") ? "Bonjour" : "Hello" }} {{ capitalize(default(trim(first_name), "customer")) }}, segment: {{ startsWith(phone_number, "+1") && contains(language, "fr") ? "NA-FR" : "other" }}.

Result

Bonjour Jane, segment: NA-FR.

Copy/Paste Examples

  • Salutation:
    • {{ gender == "Male" ? "Mr." : "Ms." }}
  • First-name fallback:
    • {{ capitalize(default(first_name, "customer")) }}
  • Company lowercase:
    • {{ lower(company) }}
  • Username from email:
    • {{ split(email, "@")[0] }}
  • Conditional default greeting:
    • {{ contains(language, "fr") ? "Bonjour" : "Hello" }}

Notes and Limitations

  • Unknown function names are not executed.
  • Invalid expressions are left as-is (placeholder text remains).
  • No arbitrary JavaScript execution is allowed.
  • For WhatsApp template parameter extraction, only simple variable names are treated as "simple variables"; complex expressions are still evaluated at send/render time.
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