Invitation templates allow you to easily send invitations to clients/prospects. Alyce gives you an opportunity to use two different forms of placeholder text for invitation templates:
- Automatic "mail merge"
- Personalized messaging prompts
For messaging samples, please visit this article.
Automatic "Mail Merge":
When composing a message template, you can use the placeholder fields shown below.
Please Note: the fields should be entered exactly as shown. When a gift invitation message is personalized, it will be replaced with the appropriate information.
Example:
Dear [first-name],
I had a feeling you like [product-brand] so I hope you’ll enjoy this [product-name]. Hope all is well at [recipient-company]. Look forward to hearing from you.
Sincerely,
[my-first-name]
Placeholder text:
[recipient-company] | Recipient's company |
[first-name] | Recipient's first name |
[last-name] | Recipient's last name |
[full-name] | Recipient's full name |
[recipient-title] | Recipient's title |
[gl] | Gift language, i.e., "Gift", "Reward", "Payment" |
[gift-name] | Name of the product being gifted |
[product-brand] | Brand of the product being gifted |
[my-first-name] | Gift sender's first name |
[my-last-name] | Gift sender's last name |
[my-full-name] | Gift sender's full name |
[company] | Gift sender's company |
Personalized Messaging Prompts:
Any of the keywords shown below, when written in all caps and placed within (parentheses), will trigger a warning if the invitation is attempted to be sent. The warning will trigger as long as the word is present in the parentheses and in all-caps, even if other words are present within the parentheses.
Example: "I wanted to send over a gift to say congratulations on the launch of (PRODUCT)."
In this example, when you go to send the invitation, there will be a warning for you to replace (PRODUCT) with the name of the product.
Keywords:
- (VALUE)
- (COMPANY)
- (ORGANIZATION)
- (MILESTONE)
- (ACCOMPLISHMENT)
- (OFFICE LOCATION)
- (TEAM)
- (DEPARTMENT)
- (PRODUCT)
- (SERVICE X)