When creating an email template to use inside an automation, you will need a way to get dynamically all contacts data.
This can be done by using dynamic fields. This content can be used by placing specific tags inside the template. These tags will then display to the recipients their data, so you won’t need to create an email for every lead.
Dynamic fields work only when sending an Email Campaign or inside Automation, they don’t work inside one-to-one emails and test sends.
Dynamic Fields Tags:
[[last_activity|default value|MMMM Do YYYY]]
[[first_visit|default value|MMMM Do YYYY]]
Form Specific Dynamic Fields Tags
You can also call for custom fields using these tags, you just have to add
[[custom_<custom field name>]]. For Example, you have a custom field named school, to use it inside email templates, you’ll have to add
[[custom_school]]. To simplify the use of these tags, we recommend to create custom fields without spaces or with _ instead of spaces.
Sometimes you probably don’t have all data about the lead, so you can’t use the data you want inside the email. By default, if LeadBI doesn’t have the lead information linked to the tag you added, it will show nothing instead of the data, but you can also choose to use an alternative text. You can do so by using | inside the tag. For example, if you send an email to a contact and you don’t have the first name
[[first_name|Customer]] will show “Customer” instead of nothing.