When sending an email from within Planhat you're able to use tags that allow you to have the information automatically entered into the email.
This is especially useful if you have plays in playbooks that suggest email templates. For example, each time you send a welcome email to a new user, or you're doing your quarterly check-in.
It is also useful if you're sending messages to a large number of recipients and want to keep them personalized. This way you can simply select all of the users in a list and send it out knowing that the message appears with that user's personal information.
Another important use case is that any custom field on the company object is available as a merge tag, so if you have large amounts of technical information on each customer, you can create complex, detailed emails in seconds that are always accurate.
What Planhat's Merge Tags are
[[COMPANY]]: 'Company AB'
[[OWNER.FNAME]] for owner's first name.
[[OWNER.LNAME]] for owner's last name.
[[OWNER.EMAIL]] for owner's email.
[[OWNER.CUSTOM.FIELD]] for any field you've created in the custom properties of the owner.
By OWNER we mean the team member who owns the enduser corresponding to each recipient, or the owner of the account in Planhat.
The value between the double brackets is case insensitive, so for example [[email]] and [[Email]] are also acceptable and will work in your email template.
If you would like to check your merge tags before sending an email, you can do so by clicking on "show preview" - and it will show you the values it is replacing the tags with.
If one of the tags in the email doesn't have the data available to it for the recipient, it's shown as an empty string. The previews actually show the email subject and body that will be sent.
Example of how to write them in your email templates
Subject: Welcome to Planhat, [[fname]]
We want to welcome you and your team members at [[COMPANY]] to Planhat!
If you need to book a time with us you can do so here at [[owner.custom.calendly]].
Oh, and you can add a custom field to your user profile and have a link to your booking calendar in the email template! We used Calendly in the example above, but this can be any text string you enter in the custom field.
Take a look here to see how to set up custom data fields.
Check out below our full-screen email editor with some example merge tags. Access the merge tags from the highlighted icon in the navigation bar.