In AgencyZoom, you can add Placeholders to your email and text templates to pull information directly from client accounts, rather than needing to have 100% of that information at your disposal when composing or worrying about whether email and text automations can be addressed to the specific client!
To add placeholders to your templates during creation, click the dropdown menu at the top of the text editing window and select whichever placeholders you’d like to add!
You can also edit templates to add placeholders when building your automation by clicking the “Edit template” button, then clicking the placeholders dropdown to add any needed placeholders.
Commonly Used Placeholders
Client information: First Name, Name, Nickname, Business Name
Main agency information: My Agency Name, My Agency Owner, My Agency Address, My Agency Phone
All placeholders that populate information for the main agency will begin with “My Agency”. To reference the specific agency location that a client is working in when you have multiple locations, placeholders beginning with “Agency Location” must be used.
Policy information: All Policy Info, Policy Carrier, Policy Effective Date, Policy Expiration Date, Policy Premium, Policy Number
Service request information: Service Ticket Assignee, Due Date
Google Reviews: Rate My Agency
Lead referrals: Lead Referrer’s First Name
Referrer information can be found in the “Referrals” section of a lead if referrer information has been added to that lead
Contact information: Primary Contact Email, Primary Contact First Name, Primary Contact Phone Number
“Primary” Contact placeholders only populate data if a contact exists on a lead or customer page that has also been marked as the Primary Contact, shown with a blue ribbon at the top right corner of a contact’s card. Other Contact placeholders are used in templates to directly correspond with contacts.
Commonly Conflated Placeholders
Meeting Link vs. Scheduling Link
Meeting links are populated from the “My Meeting Link” field in a staff member’s profile information, which can be found in each individual user account by hovering over their name/the person icon at the bottom of the left-side menu and selecting “My Profile”. This link is not automatically populated, so a meeting link must be added and saved manually for any meeting link placeholders to be able to populate data.
Scheduling links are created and found in an individual user’s email settings, which can also be found by hovering over the person icon at the bottom of the left-side menu, this time by choosing “Email Settings”. A scheduling link will only populate if one has been created after integrating a user’s email.
Rate My Service vs. Rate My Agency
Using the “Rate My Service” placeholder will populate an internal survey for customers with active service requests to then rate the services of their service ticket assignee. These surveys populate under the Reports tab and can be viewed by going to Reports > Services > Service Survey result.
The “Rate My Agency” is used by agencies whose Google Business accounts have been integrated with AgencyZoom to gather and manage reviews/review data and send a direct link for customers to review their agency location when used. Reviews left by customers logged into their Google Business accounts will show up under the Google Reviews tab.
Name vs. Business Name
Most agencies have personal and commercial customers, and they need to be addressed differently in templates with placeholders for data points to be able to populate correctly. The Name, First Name, Middle Name, Nickname, and Last Name placeholders are used with personal leads, customers, or contacts. For commercial use, the Business Name placeholder is used to address the entire entity. The business owner is then added as the primary contact for the commercial account, and any correspondence addressing or referencing them will use the Primary Contact placeholders.
Custom Placeholders
Need to add custom placeholders to the system? No problem! Custom placeholders can be added for leads, customers, quotes, contacts, opportunities, and services by first creating a custom field for that placeholder to pull from. To do that, hover over or click on the My Agency (gear icon) near the bottom left of the side menu, then choose Manage Custom Fields. Placeholders created from custom fields will typically appear at the bottom of the placeholder list rather than the alphabetical list to distinguish them from the default options.
For a detailed explanation of all system-defined placeholders, check HERE.