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Email Templates - How To Guide

Email Templates - How To Guide

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How to Use Tags in Your Email Templates at NextSign

With NextSign, you can easily personalize your emails by using different tags in your email templates. Tags are small codes that automatically insert information into your emails, providing your recipients with a more tailored experience.

Standard Email Template Tags

  • {case_name}: This tag is automatically filled with the name of the specific case or process you are working on. It can be useful in the subject line or other places where you want to ensure the recipient knows what the email is about.
  • {recipient_name}: This tag uses the recipient's name and can only be used in the "Your message" section of the email itself. It provides a more personal touch and can be used to make the communication more direct and inviting.
  • {company_name}: This tag inserts the company name and can be used in the subject line or body, so your recipients know who the message is from.

Custom Tags in Forms

In addition to the standard tags, you can also create custom tags through NextSign's form feature. By setting up a form, you can add tags that specifically match your unique needs – these tags can also be used in your email templates.

For example, if you want to add a unique code, a product name, or other specific information, you can do so through this feature. When the form is filled out, the custom tags will automatically be updated in the email.

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