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Variables let you insert a visitor’s own details into the text your widget shows. Instead of a generic “Hi there”, a signed-in visitor named John sees “Hi John”. You write a short token in any supported text field, and Sleekplan swaps it for that visitor’s data when the widget loads.
Variables are filled in for visitors Sleekplan can identify: people signed in to your portal, or visitors you identify through the widget SDK. Anonymous visitors always see the fallback text you provide, so your message reads well for everyone.

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The syntax

A variable is a name and a fallback, wrapped in curly braces and separated by a pipe: 
{variable|fallback}
  • variable is the detail to insert (see the available variables).
  • fallback is the text to show when that detail is missing.
For example, Hi {user_first_name|there} 👋 renders as:
  • Hi John 👋 for a signed-in visitor named John Doe.
  • Hi there 👋 for an anonymous visitor, or one whose name Sleekplan does not have.
Always include a fallback. Without one, a visitor whose detail is missing can see the raw {...} text instead of a clean message. The fallback is what keeps the sentence readable when the personal detail is not available.
Write the token without spaces around the pipe, like {user_first_name|there}. The variable name is matched loosely, but anything you type after the pipe (including spaces) becomes part of your fallback text.

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The available variables

Four visitor variables are supported:
VariableInserts
user_first_nameThe visitor’s first name (the first word of their name).
user_full_nameThe visitor’s full name.
user_nameThe visitor’s name.
user_emailThe visitor’s email address.
Only these four names work. A token that does not match one of them is treated as missing, so its fallback (or, with no fallback, the raw text) is shown instead. Type the names exactly as listed.

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Where you can use variables

Variables are substituted inside the embedded widget and its popups. You can add them to these fields: Widget content, under Settings → Public Portal & Widget → Widget, in the Text & labels section:
  • Title
  • Description
  • Satisfaction prompt title
These same fields are also available under Settings → Public Portal & Widget → Portal. Outbound messages (popups), under Settings → Public Portal & Widget → Outbound messages. Add a variable to the Message or Question of your Feedback, Subscribe, CSAT, and NPS messages, and to the NPS Follow-up prompt. Survey questions, in the question text of any survey on the Surveys screen.
Variables apply in the embedded widget and its popups only. They are not filled in on your standalone hosted portal pages, so keep variables to widget and popup text rather than content a portal visitor reads directly.

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Add a variable

1

Open a text field that supports variables

For the widget greeting, go to Settings → Public Portal & Widget → Widget and open the Text & labels section.
2

Type your text with a variable and a fallback

Add the variable where you want the personal detail to appear. For example, set the Title to Hi {user_first_name|there} 👋.The widget Text & labels section with a variable typed into the Title field, showing Hi user_first_name|there 👋
3

Save your changes

A save bar appears at the bottom of the page once you edit a field. Click Save changes to make it live.
4

Preview both versions

Open your widget as a signed-in visitor to see the personalized text, then as an anonymous visitor to confirm the fallback reads well. Both are worth checking, because most of your visitors may be seeing the fallback.

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Use variables in popups and surveys

The same {variable|fallback} syntax works in your popups and survey questions. In a popup, open Settings → Public Portal & Widget → Outbound messages, then create or edit a message and add a variable to its Message or Question field. For an NPS message you can also personalize the Follow-up prompt. The NPS outbound message editor with a variable inside the Question field: How likely are you to recommend us, user_first_name|there? In a survey, open the Surveys screen, edit a survey, and add a variable to any question’s text. It resolves the same way when a visitor answers.

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Good to know

  • Personalization needs an identified visitor. The variable is only replaced with real data when Sleekplan knows who the visitor is. Anonymous visitors, and the widget preview in your settings, show the fallback.
  • A fallback is not optional in practice. Because many visitors are anonymous, the fallback is what most people see. Write it as a complete, natural message.
  • Only the four variables above are recognized. Any other name falls back.
  • Not for the standalone portal. Variables are a widget and popup feature.

Widget home screen

Choose which section a visitor lands on when they open the widget.

Widget action screen

Build a launcher of quick-action tiles for the widget.

End-user accounts

How visitors sign in and get identified, which is what unlocks personalization.

Custom code

Go further and inject your own HTML, CSS, and JavaScript into your portal.