Click the CRM icon
This will open the Customer Relationship Management section, where you can manage your contacts, deals, and interactions with customers.
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Shared guide
Insert personalization tokens in email templates
Personalize your Onboarding Email template by inserting contact and deal tokens, which enables tailored communication based on individual recipient information and specific deal…
viktoriaPersonalize your Onboarding Email template by inserting contact and deal tokens, which enables tailored communication based on individual recipient information and specific deal details.
Step-by-step Guide12 steps
Click the Message Templates option
Selecting 'Message Templates' will take you to the section where you can create, edit, and manage your predefined message templates for efficient communication.
Loading screenshot…100%Click the Onboarding Email template
This action opens the settings for the Onboarding Email template, allowing you to edit or view its details and configurations.
Loading screenshot…100%Click the Contact First Name field
This allows you to input or edit the first name of the contact in the email template. After clicking, you can type the desired name to personalize your message.
Loading screenshot…100%Click the Insert button
Clicking the 'Insert' button will allow you to add dynamic content or placeholders to your email template, enhancing personalization for your recipients.
Loading screenshot…100%Click the Personalization tokens menu
This action opens a dropdown menu where you can select various personalization tokens to insert into your email template. Use these tokens to customize your message for individual contacts.
Loading screenshot…100%Click the Contact token option
Selecting the 'Contact' token will allow you to personalize your email template by inserting specific contact information. This facilitates tailoring messages to individual recipients.
Loading screenshot…100%Click the Deal option
Selecting the 'Deal' option will insert a personalization token for deal-related information into your email template. This allows you to dynamically reference deal details when sending emails.
Loading screenshot…100%Click the Search deal tokens field
This opens a dropdown menu allowing you to search for specific deal tokens to personalize your email template. You can select a token from the available options to insert it into the message.
Loading screenshot…100%Click the Deal Name field
This action allows you to select or enter a deal name for the template. You can choose from existing deals or create a new one as needed.
Loading screenshot…100%Click the Insert button
Clicking the Insert button allows you to add personalization tokens to your email template, enhancing the customization of your messages with relevant data such as deal information.
Loading screenshot…100%Click the Update existing template button
This action saves the modifications made to the current email template, 'Onboarding Email'. You will see a confirmation message indicating that the template has been successfully updated.
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