Email, Text, Placeholders, Carrier Links

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

Use placeholders to automatically personalize and populate important details in email and text templates.

These placeholders can be used on lead, customer and contact templates. You will notice the placeholder options differ depending on template type.

Lead placeholders will include the general options like agent, lead, agency details, and will also have quote and opportunity options.

Customer placeholders will include many of the same with the addition of carrier, policy, premium, etc.

Carrier link placeholders have recently been added.

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