The options on this button allow you to insert data placeholders into the message. What this means is that when the message is actually sent, personalized information from your clients’ file will be inserted in place of what you see here. For example, if you click the Insert button and select First Name from the menu, “<@FIRSTNAME>” will be inserted into the message. Which, when sent, the message will replace that tag with appropriate information.
What each Insert option does:
Actions button (Email templates only)
This button allows you to add or remove file attachments on your template.
Powered by BetterDocs