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How to Update Short Codes in Default Email Messages

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Elayza Cataluna
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Keeping your email messages dynamic and personalized is essential for effective communication with your clients. ClientPoint offers an efficient way to update and customize email templates using short codes, which allow you to personalize your emails with fields like client names, contact details, and representative information. In this article, we’ll walk through the steps for updating short codes in your email messages, ensuring that each email reflects the most relevant and customized information for your recipients.

Step-by-Step Guide to Updating Short Codes in Email Messages

  • Access Settings
    Begin by navigating to your Settings within ClientPoint.
  • Select Themes
    In the Settings menu, click on Themes to access your email theme settings.

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  • Edit Your Theme
    Select the specific theme you want to edit, and then click Edit.

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  • Open Advanced Settings
    In the editing interface, locate and click on Advanced Settings.

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  • Update the Email Message
    Scroll down to the Email Message section. Here, you’ll find the email template that can be customized with short codes to add relevant fields. To see all available short codes, go to the Use Shortcode section.
  • Incorporate Short Codes
    Click on the Email Message area to start drafting or updating your email. To include short codes, simply click on the email body, choose the desired shortcode (e.g., Client Name, Contact Name, or Rep Name), and it will be added to the message. Short codes serve as merge tags, pulling specific data into each email for personalization.

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  • Update the Email Subject (Optional)
    You can also apply short codes to the Email Subject to enhance personalization at a glance.

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  • Save Your Changes
    After making your updates, click Save in the top-right corner to apply the changes.

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Updating short codes in your ClientPoint email messages is a simple but powerful way to personalize client interactions. By following these steps, you can ensure your emails are customized and convey the right details effortlessly.

For additional assistance or questions, please contact support@clientpoint.net.