How to use ShortCodes

Learn how to use ShortCodes in this article to personalize your emails or texts with any leads automatically. ShortCodes make it easy to customize your messages and make them more engaging for your audience.

With just a few simple steps, you can create a personalized message that speaks directly to your reader, increasing the chances of converting them into a customer. Read on to discover how to make your messages stand out using ShortCodes.

What is ShortCodes?

Shortcodes are simple tags that the system uses to get user and property information, making text messages and emails easier to deliver. You can use this in one-off emails and texts as well as Follow up sequences and emails.

Please take note: To use shortcodes, you must have the contact information available and they must be labeled as “Primary” contacts. Shortcodes only work for one-off emails, texts, and follow-up sequence messages. Without this information, the system cannot send the message.

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.

See below

  • You can 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
  • Shortcodes are available to use in any part of the system where you can send a text or email specifically
  • One-off texts and emails inside the Lead and Contact section
  • Follow-up sequence steps for texts and emails

For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!