Note: These handles are only available for the Proposal email templates. They are not yet available for the Consultation email templates.

This article explains how to customize certain elements in SynkedUP generated emails.

You can customize an element by using double curly braces, {{ }}, also known as "handles".

For example: You can auto-insert a customer's name into the email template by using {{customer_name}}.

Below is a comprehensive list of all the elements you can target with handles in a SynkedUP email:

{{customer_displayname}}

First name, Last name: John Smith.

To customize a customer's display name use the handlebar shown above. Let's imagine you customize the customer's display name in an email subject line for a Proposal email.

For example:

In SynkedUP, to you it would look like this: {{customer_displayname}}, please find the attached proposal. We look forward to working with you.

To the customer it would look like this: John Smith, please find the attached proposal. We look forward to working with you.

{{customer_greeting}}

Hi First Name: Hi John

This handle can be used for the greeting of an email. It is the customer's first name unless you have no first name saved on the customer's profile. In that case, it will use the customer's display name.

For example:

In SynkedUP, to you it would look like this: {{customer_greeting}}, Thanks for reaching out...

If a customer has a First Name saved in your SynkedUP customer profile, to the customer it would look like: Hi John, Thanks for reaching out...

If a customer does not have a First Name saved in your SynkedUP customer profile, but maybe has a company name or something like that, to the customer, it would look like: Dan's Restuarant, Thanks for reaching out...

{{project_no}}

Project Number: DM-253

Use this to insert the Project Number into an email body or subject line.

For example:

In SynkedUP, to you it would look like this: Hello John, here is your proposal for {{project_no}}

To the customer it would look like this: Hello John, here is your proposal for DM-253

{{salesperson_name}}

Salesperson's Name: Bob Miller

Use this to insert the salesperson's name into an email body or subject line.

For example:

In SynkedUP, to you it would look like this: Let me know if you have any questions on the proposal.

Thanks!

{{salesperson_name}}

To the customer, it would look like this: Let me know if you have any questions on the proposal.

Thanks!

Bob Miller

{{salesperson_email}}

Salesperson's Email: bob@yourbusinessemail.com

Use this to insert the salesperson's email address into an email body or subject line.

For example:

In SynkedUP, to you it would look like this: Let me know if you have any questions on the proposal. You can reach me at {{salesperson_email}}

Thanks!

Bob Miller

To the customer it would look like this: Let me know if you have any questions on the proposal. You can reach me at bob@yourbusinessemail.com

Thanks!

Bob Miller

{{company_name}}

Company's Name: Green's Landscaping

Use this to insert your own Company Name.

Example:

In SynkedUP, to you it would look like this: Hello John, here is your proposal for DM-253 from {{company_name}}.

To the customer it would look like this: Hello John, here is your proposal for DM-253 from Green's Landscaping.

Let me know if you have any questions!

Cheers 🥂

-Weston