Guide to Placeholders for Email and Messages Customization

This guide provides a detailed overview of the placeholders that can be used to customize emails and messages. Placeholders allow dynamic information to be automatically inserted, making each email more relevant and personalized for the recipient.

Available Placeholders

Below are the available placeholders that you can use to customize your email or message:

Form Information

  • {{}} : Inserts the form's ID.
    • Example: "Your form #{{}} has been received"
  • {{form.title}} : Inserts the form's title.
    • Example: "Submission confirmation: {{form.title}}"

Response Information

  • {{}} : Inserts the response's ID.
    • Example: "Response #{{}} successfully recorded"
  • {{response.created_at}} : Inserts the date and time the response was created.
  • {{response.submitted_at}} : Inserts the date and time the response was submitted.
    • Example: "We received your response on {{response.created_at}}"

Hidden Fields

  • For each hidden field added to the form, use {{hidden_field_name}} to insert its value.
    • Example: "Additional details: {{promo_code}}"

UTM Tracking

  • For each UTM parameter provided, use {{utm_name}} to insert its value.
    • Example: "Campaign: {{utm_campaign}}"

Custom Variables

  • In addition to specific placeholders for form information, responses, hidden fields, and UTM tracking, you can also use custom variables to include specific data important to your communication. These variables are defined by you and inside the logic form section.
  • {{variable_name}} : Inserts the value of the custom variable.
    • Example: "Congratulations! Your score is {{score}}"

Responses to Form Fields

  • To insert a response to a specific field, use {{field_id}} where field_id is the ID of the field.
    • Example: "Thank you for letting us know your email: {{65a05283a852bf41g00876c3}}"

NOTE: You can get the ID of a question on the form editing screen. When selecting a question, the URL will end in something like this ?fieldid=629gf8238a124a052r02b98.  What comes after the equal sign is the question's ID.

Using AI Feedback and the AI Prompt

The {{ai_feedback}} placeholder is a powerful tool that allows you to include personalized feedback generated by artificial intelligence directly in your emails.

This feedback is created based on the users' responses to your form, offering an additional level of personalization and interactivity in communications.

To use this feature, first define the AI prompt in the AI Prompt field of your Email Feedback integration. This prompt should guide the AI on how to analyze the user's responses and generate relevant feedback.

Example of Using the AI Prompt

Within the form settings, you can configure a prompt to generate personalized feedback on the answers with artificial intelligence:

Here is an prompt example :

"If the user's score is below 5, please provide suggestions on how they can improve, considering the answers provided in the form."

After setting up the Prompt, insert the placeholder {{ai_feedback}} in the body of the email where you want the personalized feedback to appear. When the email is sent, the placeholder will be replaced by the AI-generated feedback, based on the instructions provided in the AI Prompt and the user's responses.

Personalizing the Email and Messages

To personalize the email or message, insert the relevant placeholders in the text where you want the dynamic information to appear. When the email is sent, the placeholders will be replaced by the corresponding values of the form responses.

Examples of Personalizations

  • "Hello, your registration for {{form.title}} on {{response.created_at}} has been successfully received!"
  • "Hello {{name}}, your final score for {{form.title}} is {{score}} !"

Example of Email Personalization with {{ai_feedback}}

Insert the sentence below in the Email Body field, within your Email Feedback integration:

"Hello, here is personalized feedback for you: {{ai_feedback}} "

This feature not only enriches the user experience with constructive and personalized feedback but also increases engagement by making each communication more relevant and tailored to individual needs.

Important: Be sure to test the AI-generated feedback before sending messages on a large scale to ensure the accuracy and relevance of the information provided.

Additional Notes

  • Be sure to use the placeholders exactly as shown, including the curly braces {{ and }}
  • Spaces inside the braces are optional. For example, {{ }} is treated the same as {{}}
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