TABLE OF CONTENTS



You can use placeholders throughout Senta to automatically fill in personalised details when sending emails, notifications and text messages.


So if you want to send a bulk email or text message to a group of clients, you can tell Senta to add personalised information to each of the emails, such as the contact's name.


There are two main types of placeholder, client placeholders and contact placeholders.  You can also pull information stored in forms as part of a job.


For a more detailed full guide to placeholders and field references click here

Client information placeholders


To create a placeholder for client information (information stored in the Client details form) follow these steps:


- Open Settings > Forms.


- Open the Client details form.



- Find the field you wish to refer to, click on it to expand its settings and make a note of the field reference (If the field doesn't have a field reference, you will need to add one and save the form).




To compose your placeholder, you will need to write the following:     


    {client.xxxxxxxxx}



Replace 'xxxxxxx' with the field reference you noted earlier, for example you might put:

    

    {client.address1} 


to pull the first line of the client's address.



Contact information placeholders


To pull details from the primary contact of a client, follow these steps:


- Open Settings > Forms.


- Open the 'Contact details' form.



- Find the field you want to refer to and click on it to expand its settings.


- Make a note of the field reference (If the field doesn't have a field reference, you will need to add one and then save the form).




To compose your placeholder, you will need to write the following:     


    {to.xxxxxxxxx}



Replace 'xxxxxxx' with the field reference you noted earlier, for example you might put:


{to.firstname} - to pull the first name of the contact 

{to.lastname} - to pull the last name of the contact

{to.mobile} - to pull their mobile phone number

     

Placeholders for Job information


Sometimes, you might have a 'Fill in form' task in one of your jobs.


You may then wish to pull information from that job form to a subsequent task in the job, such as a 'Send email' task.


In this case, follow these steps:


- Open Settings > Forms.


- Open the form that contains the field you wish to refer to.


- Find the field, click on it to expand its settings and make a note of the field reference (If the field doesn't have a field reference, you will need to add one and save the form).




To compose your placeholder, you will need to write the following code: 


        {job.xxxxxxxxx}


You must replace 'xxxxxx' with the field reference you noted earlier, for example you might put:


       {job.taxpayable}



Other useful placeholders


{today} - Will fill today's date


{job.date} - Will fill the job date, if used in a task within a job


{from.firstname} - Will fill the last name of the person sending an email


{from.lastname} - Will fill the first name of the person sending an email




For a more detailed full guide to placeholders and field references click here