Step-By-Step Guide to Creating New Contacts
To leverage personalization options within the Templates application, you need contact data stored in your Contacts application.
1. Access Contacts Application:
Hover over the navigation bar to the left of the dashboard and select ‘Contacts’.
2. Add New Contacts:
Start by adding a new person or business. Click '+ New Person' or '+ New Business' in the top right corner and fill in the required information.
3. View Contact Details:
Find the newly added contact and hover over the name until an eye icon appears. Click this icon to view all available information about the contact. To add more information, click 'View Record' at the bottom of the submenu.
4. Update Contact Information:
In the 'View Record' section, you can add and edit data for this contact. This includes address, contact details, associated businesses, current deals, and more. Add as much information as necessary to complete your contact's profile.
5. Associate Businesses:
If you wish to link your new contact with a business, click on the 'Businesses' tab. Click '+ New Business' in the top right corner and follow the prompts to add and save the business. Go back to the contact record, click '+' under 'Associated Businesses', find the added business in the dropdown and click 'Add'.
Note: After completing a profile for your contact, their contact details will be available any time you send an SMS message or email using the Templates app.
Step-By-Step Guide to Adding Personalization Options in Templates
1. Create or Edit Template:
Begin by creating a new template or editing an existing one in the 'Templates' application.
2. Access Personalization Options:
In the template editing menu, click 'Personalize' next to the 'Subject' field and within the 'Message' field. Note that SMS templates will not have a 'Subject' field.
3. Select Personalization Category:
In the dropdown, select the category for personalization such as 'Business', 'Person', or 'My Profile'. The corresponding field will populate with a code, for instance, “{{Business-Business Name}}” for the business name.
Note: When an email or SMS using this template is sent, the system will automatically replace the code with the corresponding information from your contacts.
4. Add Personalization Options:
You can include as many personalization options as necessary, as long as you have the corresponding information within the contact profile.
5. Test Your Template:
Make sure to test your template to verify that the personalization options are correctly implemented.
6. Save the Template:
Click 'Save' at the top when you're satisfied with your template.
Note: By incorporating personalization options into your templates, you're able to use existing information to save time and effort, and enhance the personalized experience for your clients.