Shared guide

How to use personalization tokens in emails

Step-by-step guide covering: Click the CRM icon; Click the Message Templates option; Click the Onboarding Email template; Click the Contact First Name field.

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Step-by-step Guide12 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Message Templates option

    Click the Message Templates option
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  3. Click the Onboarding Email template

    Click the Onboarding Email template
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  4. Click the Contact First Name field

    Click the Contact First Name field
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  5. Click the Insert button

    Click the Insert button
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  6. Click the Personalization tokens menu

    Click the Personalization tokens menu
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  7. Click the Contact token option

    Click the Contact token option
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  8. Click the Deal option

    Click the Deal option
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  9. Click the Search deal tokens field

    Click the Search deal tokens field
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  10. Click the Deal Name field

    Click the Deal Name field
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  11. Click the Insert button

    Click the Insert button
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  12. Click the Update existing template button

    Click the Update existing template button
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