Overview Merge Fields allow Playbooks users to personalize email templates and cue cards for prospects before engaging with them. Playbooks will automatically insert record information after pulling t...
Overview Along the bottom of an email draft, you’ll notice that there are a number of ways you can add items to or format your email. Each option enables you to customize emails for your target audien...
Overview Merge Fields and Placeholders allow you to personalize email templates and cue cards for your prospects just before you engage with them. With Merge Fields, Playbooks automatically insert spe...
Overview Your CRM and email inbox may often feel disjointed; you may start an email conversation from the CRM record (or Playbooks) but then need to reply to or forward the customer’s email reply. But...