How to use Forefront ShortCodes
Shortcodes are simple tags that the system uses to pull personal and property information to easily send through texts and emails.
You can use this in one-off emails and texts as well as Follow up sequences and emails.
(Important note: The shortcodes will only function in one-off emails and texts as well as Follow up sequence text and emails if the information is available if not the system will not be able to send the message and you can only use Shortcodes with “Primary” contacts. )
Here’s a list of the default Shortcodes that can be used and below is how you can use them.
How to use the shortcodes.
To use a shortcode you just have to type in a bracket ” [ ” in the email or text (Specifically an angle bracket) and a list will pop up with all the fields that you can select and add to the message that you will be sending.
You use these for one-off emails and texts and the follow-up sequences that you are designing, this way you can easily personalize any email or text you send to them.
The shortcodes are available to use in any part of the system where you can send a text or email specifically.
One-off text and emails inside the Lead and Contact section.
Follow-up sequence steps for texts and emails.