How do I use variables from contacts and objects in Whippy?

Last updated: November 5, 2026

Use contact and object variables to personalize messages, templates, agent instructions, and automations with stored Whippy data.

Before you start

  • Identify the data you want to insert.

  • Confirm whether the value lives on the contact record or on a related object record.

  • Check how the workflow should behave if the value is blank.

Steps

  1. Identify the data you want to insert.

  2. Confirm whether the value lives on the contact record or on a related object record.

  3. Check that the field or property is populated for the contacts who will receive the message.

  4. Confirm the object association if the variable comes from object data.

  5. Insert the variable in the template, message, agent instruction, or automation step.

  6. Preview or test the output with a contact that has complete data.

  7. Review fallback behavior for contacts that may be missing the value.

Tips

  • Use contact variables for stable person-level details.

  • Use object variables when the value depends on a related record such as an appointment, job, order, or application.

  • Keep field names clear so users can choose the correct variable.

  • Test with more than one contact when object associations or repeated records are involved.

Troubleshooting

  • If a variable appears blank, open the contact or object record and confirm the value is populated.

  • If the wrong object value appears, review the association, filter, or selected related record.

  • If users cannot find the expected variable, confirm the field exists and that the user has access.

  • If output varies across contacts, test with records that have complete and incomplete data.