Short Codes-WYSIWYG

Short codes are a simple tool used to achieve a more personal touch to mass emails and make information-grabbing easier for you and your team! Short codes can be utilized in email marketing emails, contact page emails, SYSTEM emails, etc. and are easy to use! For example, when sending out a email marketing blast to your customers in a "Birthday Party" tag, you can add the short code {FIRST} in the email greeting.

"Hey, {FIRST}!
Here is the information for my birthday party this upcoming Saturday!"

And when the email is sent to each recipient the system will automatically generate each email recipient's first name from their CRM record to make it more personalized and look as if you had sent them an individual/transactional email.

Here is the list of short codes. We'd highly suggest using our "Send Test Email" feature before sending out a mass email to make sure your short codes are correct. For example, {FIRST{, {First}, and {first , are all incorrect and will not work. It is always best to make sure your short codes were written correctly before sending the email to multiple recipients!

Short codes, a word surrounded by the brackets " { " and " } ", will automatically generate specific information as called upon in the words between the brackets.

  • {FIRST} -generates the first name of each CRM record
  • {LAST} -generates the last name of each CRM record
  • {NAME} -generates the first and last name of each CRM record
    • {FULLNAME} - alias of {NAME}
  • {CRMCOMPANY} -generates the company name listed in CRM record
  • AllProWebTools -generates your company name
  • {EMAIL} -generates the primary email listed in CRM record
  • {COUPON} -automatically generates specific coupon code
  • {AFFILIATEID} -The Affiliate ID feature gives you the ability to put a link into each email newsletter you send out or blog post so that when your subscriber forwards it to “a friend” or shares your info on a social media site you will be able to tell exactly which of your subscribers shared it.
    • {AFFILAITEID} - alias of {AFFILIATEID{
  • {DELIVERYDATE} -automatically generates the delivery date of package
  • {SITEID} -contact support for more information
  • {URL} -generates your company's URL
  • {SIGNATURE} -generates automatic user signature (whoever is logged in will have their specific signature generated)
  • custom
    • Example: {CUSTOM3_DOB} {CUSTOM1_MYCUSTOM} -the custom crm fields are also available as short codes given the CRM Pro Webtool is installed

YouTube video on how to use short codes in an email:

This video shows you how to use short codes in an email through AllProWebTools. Using short codes is a great way to personalize your emails more easily and efficiently as well as increase your email open rates!

To utilize short codes in an email (for an email template or a scheduled blast), you can hover over "Marketing" and click on "Emails". This is where you can create your email and add any short codes you desire.

Once it is sent out, this is what it will look like:

Keep in mind that each email will look different for each email recipient, as the short codes call upon information that is specific to each CRM record. So cool, right?

If you insert a short code in an email to a recipient whose CRM record does not hold the information the short code calls upon, then the recipient will see the token that you typed {FIRST} in place of the short code.

For example, if an email containing the {FIRST} short code is sent to a CRM record that does not have a first name, the email will look like this:

Don't worry, AllProWebTools has a solution to avoid this problem! It is called "Alternate Name".

To allow the alternate name, go ahead and click on "Advanced Settings" in your email editor. Search for "Alternate Name" and add your alternate name (we suggest using "friend" or something along those lines).

If a CRM record does not have a name for the short code to call upon and you set "friend" as the alternate name in your advanced settings, it will look like this:

Now, you are ready to use short codes in your emails- how exciting!

When in your email editor, you can find the entire list of short codes on the top right bar, as seen here:

 

As always, if you have any questions or would like further assistance, go ahead and press the green support button in your AllProWebTools account in any webpage you are in to watch any related help videos. Or, go ahead and press the green support button to start a screenshare or live chat with our support team. We are here to help you run your business better, faster, and easier! 

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