Call & Display attendee data using variables

Here is a knowledge base guide on how to dynamically call and display attendee data using variables (also known as merge codes) across your Obvio dashboard and communications.

Using Variables (Merge Codes) in Obvio

Variables allow you to automatically pull individual attendee data such as their name, email, or unique login link and display it dynamically on the dashboard, in external links, or within emails.

1. The Basic Syntax

To call specific attendee data, you must wrap the designated field name in double curly brackets.

First Name: {{first_name}}
Last Name: {{last_name}}
Email Address: {{email}}
Magic Link / Login URL: {{login_url}}

2. Using Custom Fields (Groups)

If you are importing additional data from your CRM into Obvio (such as a job title, assigned coach, or state), this data is stored as a "Group". You can call this custom data onto the dashboard using the exact name of the group wrapped in double curly brackets.

Example: If you import or create a field named "coach", you would type {{coach}} to display the specific coach assigned to that attendee.
Note: When typing custom group variables, use all lowercase letters and avoid using spaces or special characters to prevent typos, as custom groups will not appear in the variable drop-down menu.

3. Where to Use Variables

A. Dashboard Text & Blog Posts You can use variables directly in the text of your dashboard to create a highly personalized experience.

Example: Typing "Welcome to the dashboard, {{first_name}}!" in a blog post will dynamically display each attendee's actual first name when they view the page.
While editing a blog post, there is a "Variables" drop-down menu that can automatically insert these codes for you.

B. Buttons and External Links Variables can be placed inside the URL field of a dashboard button to pass attendee data to an external site or form.

Example for Pre-filling Forms: If you link a button to a third-party shopping cart or survey, you can append URL parameters like ?first_name={{first_name}}&last_name={{last_name}}&email={{email}}. When the attendee clicks the button, their Obvio data will be securely passed through and pre-filled on the external site.
Example for Dynamic Routing: If you have a pdf for your attendees, you can create a single button on the dashboard and set the URL to {{pdf_link}}
The button will seamlessly send each attendee to their own unique destination.

C. Email Broadcasts When sending scheduled Broadcasts or automated Welcome Emails from Obvio, you can use variables to personalize the subject line or email body.

Example: "Hi {{first_name}}, click here to join: {{login_url}}.
You can also insert the {{login_url}} variable into the link settings of a button within the email builder, creating a clickable button that routes the attendee straight to their personal dashboard.