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Template Details

Melissa Stones

Created on October 13, 2022

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Transcript

Content

Plain Text

When creating a plain text template (for Email + SMS), you can type right in this box. Use the formatting menu bar to add in some personality (if you want). Plain text is well received by existing and new customers alike.

  • Use merge fields (on the right) to personalize your message body. It increases open and click through rates.
Merge Fields

Merge fields allow you to personalize every single email using a template. It pulls rich, updated data straight from the card.

  • Add personalization to the subject and/or body to improve open rates.
  • Use the company logo merge field to display your company logo automatically in any template.

Merge Fields