Watch how Insert Fields (also called receiver fields or tokens) fill your emails with each client's own details, and how Map Benefit chooses which policy a benefit field uses.
In this video:
- Where Insert Field appears in email templates, email campaigns, workflow emails and text campaigns
- Choosing an object and then a field, and what the placeholder in curly brackets does
- The difference between Most Recent Benefit and Specific Benefit fields
- Setting up Map Benefit with a filter and a Tie Breaker so a field uses the right policy
- Saving the email so every case it goes to follows the same rules
Prefer to read? See Personalizing Emails and Texts with Insert Fields (Receiver Fields and Tokens).
If you have questions, please reach out to our support team.