Working with placeholders
Placeholders allow you to dynamically insert user, customer and contact data stored in ChartMogul into your emails and email templates. When you’ve added a placeholder, ChartMogul populates email drafts with data from your account.
For example, this is how placeholders appear in an email template compared to a drafted email:
Here’s what we cover in this article:
- Using placeholders in an email template
- Using placeholders when drafting an email
- Available placeholders
Before you begin
Review the list of available placeholders.
Using placeholders in an email template
Use placeholders in an email template to save time and ensure consistent messaging:
- Navigate to Settings & Data > Manage > Email Templates.
- Select a template or create one by clicking ADD TEMPLATE.
-
Click Add Placeholder (curly brackets icon) and select a placeholder from the list.
- ChartMogul inserts the corresponding placeholder code into your template. For example,
{{ customer.country_name }}for the customer’s country or region. - Optionally, type a default statement after "fallback=" for ChartMogul to use when the corresponding information is missing. For example,
{{ customer.country_name,fallback=your country }}.
Let’s say your template uses the Contact / First Name placeholder to address a recipient by their first name with “Customer” as the fallback:
Dear {{ contact.first_name, fallback=Customer }},
When you select this template to email Samantha Smith, ChartMogul replaces the text with:
Dear Samantha,
When sending emails to multiple contacts, ChartMogul populates the template with the first recipient’s data.
When ChartMogul can’t find the contact’s first name, it uses the fallback:
Dear Customer,
Using placeholders when drafting an email
To use a placeholder when composing an email:
- Navigate to a customer record.
- Click Email to draft an email.
- Click Add Placeholder (curly brackets icon) and select a placeholder from the list.
- ChartMogul inserts the placeholder data. For example, it replaces the Customer / Name placeholder with the company’s name.
Available placeholders
ChartMogul provides placeholders for users, customers, contacts and custom attributes.
User
| Placeholder | Code | Description |
|---|---|---|
| User / Name | {{ user.name }} | The sender’s full name. |
| User / Email Address | {{ user.email }} | The sender’s email address. |
Customer
| Placeholder | Code | Description |
|---|---|---|
| Customer / Name | {{ customer.name }} | The name of the company (when the customer is a business). |
| Customer / City | {{ customer.city }} | The company’s city. |
| Customer / State Abbreviation | {{ customer.state }} | The company’s state abbreviation in the US. |
| Customer / State Name | {{ customer.state_name }} | The company’s state in the US. |
| Customer / Postal Code | {{ customer.zip_code }} | The company’s postal code. |
| Customer / Country Code | {{ customer.country }} | The company’s country or region code |
| Customer / Country Name | {{ customer.country_name }} | The company’s country or region. |
Contact
| Placeholder | Code | Description |
|---|---|---|
| Contact / First Name | {{ contact.first_name }} | The recipient’s first name. |
| Contact / Last Name | {{ contact.last_name }} | The recipient’s last name. |
| Contact / Full Name | {{ contact.name }} | The recipient’s full name. |
| Contact / Title | {{ contact.title }} | The recipient’s title. |
| Contact / Email Address | {{ contact.email }} | The recipient’s email address. |
| Contact / Phone Number | {{ contact.phone }} | The recipient’s phone number. |
Custom attributes
| Placeholder | Code | Description |
|---|---|---|
| Customer / Marketing_channel | {{ customer.custom.Marketing_channel }} | A custom attribute you’ve added to the company. |
| Customer / hubspot.industry | {{ customer.hubspot.industry }} | A custom attribute imported from an integration. |
| Contact / NPS_score | {{ contact.custom.NPS_score }} | A custom attribute you’ve added to the contact. |
Next Steps
Review our user guide for managing sales using CRM.