PlaybooksPlaysUser Guide

Merge Fields & Placeholders

By May 31, 2019June 29th, 2020No Comments

Merge Fields & Placeholders

What are Merge Fields and Placeholders?

An Example of Merge Fields and Placeholders

Merge Fields and Placeholders allow you to personalize email templates and cue cards for your prospects just before you engage with them. An easy way to understand them is with an example:

Hi [Prospect First Name], I’m [Agent First Name] with [Company Name].

In the example above, the personal information about the agent and the prospect are replaced with generic placeholders to be filled in at a later time. You have probably seen this done with scripts before. Merge Fields and Placeholders effortlessly transform the example above into something more like this:

Hi Pam, I’m Jim with Scranton’s Best Paper Co.

Merge Fields automatically pull prospect information directly from your CRM into your messages.

Placeholders allow you to personalize your messages by adding custom text or using predefined options.

Selecting Specific Merge Fields from Your CRM

Managers and administrators can select custom and standard CRM fields that appear as options for agents in email templates and cue cards. For example, you may want to make an account renewal date or custom competitor information available to your agents. Enable the settings in the Playbooks Manager Application. Changing this setting will not interfere with existing merge fields.

To Select Specific Merge Fields from Your CRM

  1. Open the Playbooks Manager Application.
  2. Click the Settings tab.
  3. Click Email.
  4. Find the Merge Fields section.
  5. Click Manage.
  6. Select desired fields.
  7. Click SAVE.
Note: Checkboxes are not supported. All other fields, including custom fields, are supported.

Using Merge Fields and Placeholders

Merge Fields and Placeholders help you redirect your brainpower and personalize your approach without the need to remember every little detail. Visit the articles below to see how other agents use Merge Fields and Placeholders.

Related Article: Email Enhancement Options

Click this message to learn how you can use merge fields when you are creating email templates and pull important information directly from your CRM automatically.

Related Article: Play Management

Click this message to find out how you can use merge fields in your cue cards for Phone Call Steps.

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