Crafting personalized communication is key to building strong client relationships. To help streamline this process, Agentcis offers a feature called Placeholders, which allows you to create dynamic email and SMS templates that automatically populate with specific client or company information.
What Are Placeholders?
Placeholders are predefined fields that represent variable information in your email or SMS templates. When the message is sent, these placeholders are automatically replaced by the corresponding data from the system—saving you time and ensuring accuracy.
For example:
Instead of manually typing a client’s first name in every email, you can use {Client First Name} in your template. When the email is sent, Agentcis will automatically replace it with the actual first name of the client receiving the message.
This automation allows you to maintain a personal touch in your communication without the repetitive manual work.
Using placeholders in templates provides several benefits:
Personalization at Scale – Send bulk messages while maintaining a personal tone
Efficiency – Eliminate the need to manually enter individual client details
Consistency – Ensure consistent formatting and reduce the risk of human error
Automation – Combine with workflows for seamless, personalized communication
Agentcis provides a variety of placeholders that cover client, internal, and company-specific details. You can use these while setting up your email and SMS templates:
{Client First Name}
{Client Last Name}
{Client Date of Birth}
{Client Phone}
{Client Email}
{Client Full Address}
{Client City}
{Client Nation Name}
{Client VISA Expiry Date}
{Client Assignee Name}
{Client Id}
{Internal Id}
{Company Name}
