Overview
Smart Marketing templates support Special Links and merge tags so you can:
Send customers directly to their online estimate in the Customer Portal.
Personalize emails with Opportunity details (for example, Service Date and Service Type (primary)).
In the template editor, Special Links insert a placeholder URL that SmartMoving replaces with the correct Customer Portal estimate link when the email is sent.
Before You Start
You must have access to Smart Marketing and Templates.
Your campaign should be designed to send in a context where an opportunity is available (so opportunity-based personalization can resolve correctly).
đĄ SmartTip: Send a test email from the template editor to verify formatting and that your CTA/link is behaving as expected.
How To Add the Estimate Link in the Template
Add the Customer Portal Estimate Link Inside Text
Use this when you want a standard hyperlink in a paragraph (for example, âSign your estimate nowâ).
Go to Smart Marketing > Templates, then open the template you want to edit.
Click into a Text block and highlight the words you want to turn into a link.
In the text formatting options, choose Special Links.
Select:
Estimate
Customer Portal
Save your template.
Note: The editor inserts a placeholder link. When the email is sent, SmartMoving replaces it with the correct Customer Portal estimate URL for the recipient.
Add the Customer Portal Estimate Link to a Button
Use this when you want a clear call-to-action (CTA), like a âView Estimateâ button.
In the template editor, add or select a Button block.
In the buttonâs settings panel (right side), find the link/URL field.
Click Special Links (near the URL field).
Select:
Estimate > Customer Portal
Update the button text (for example, âView Estimateâ or âSign Estimateâ).
Save your template.
đĄSmartTip: For mobile readability, keep button text short and action-oriented.
Adding the Affiliate Portal Link in a Smart Marketing Template
The Affiliate Portal link adds a personalized link to each affiliate's own portal in your Smart Marketing campaign emails. It works the same way as the Customer Portal estimate link and is inserted as a special link, so you add it to a text link or a button rather than from the merge tag list.
Add the Affiliate Portal link inside text
Open the Smart Marketing email template you want to edit.
Select the text you want to turn into a link, then open the link options.
Under Special Links, choose Affiliate Portal. The Affiliate Portal link is added to the selected text.
Click Save. Each affiliate who receives the campaign gets a link to their own affiliate portal.
Add the Affiliate Portal link to a button
Open the Smart Marketing email template and select a button, or add one.
In the button's link settings, open Special Links.
Choose Affiliate Portal. The button is set to the Affiliate Portal link.
Click Save. The button links each affiliate to their own affiliate portal.
How the Affiliate Portal link resolves in a Smart Marketing campaign
The Affiliate Portal link resolves for each recipient when the campaign is sent, so every affiliate receives a link to their own portal.
The Affiliate Portal link is available for all campaign types in the template editor.
The Affiliate Portal link depends on Affiliate Contact Sync being enabled in Smart Marketing. If affiliate contact sync is off, affiliates are not in your contacts and the link has nothing to resolve to.
Affiliate Portal link limitations in Smart Marketing
When a campaign is sent to a recipient who is not an affiliate, the Affiliate Portal link does not resolve and appears empty. This matches how the Customer Portal link behaves for a recipient with no opportunity.
Drip campaigns cannot target affiliates, so the Affiliate Portal link has no affiliate recipient to resolve to in a drip campaign. Use a one-time or automated affiliate campaign for the Affiliate Portal link.
How to Insert Opportunity Merge Tags
Use these when you want to personalize your email copy based on the opportunity tied to the campaign trigger.
Examples:
âYour Service Date move is coming up.â
âThis estimate is for your Service Type service.â
Click into a Text block where you want the value to appear.
Choose Merge Tags in the editor.
Insert:
Service Date
Service Type
Save your template.
Note: These values resolve using the opportunity that triggered the campaign, so the same contact could receive different values depending on which opportunity qualifies them for the send.
Best Practices
Put the estimate link in a prominent spot (top section and/or repeated near the bottom).
Use both:
A short text link (âView your estimateâ), and
A button CTA (âReview Estimateâ)
to increase click-through opportunities.
Pair Opportunity merge tags with clear context:
âYour move on Service Dateâ
âYour Service Type (primary) serviceâ
Troubleshooting
The estimate link doesnât take the customer to the right place
Confirm you selected Special Links > Estimate > Customer Portal (not a manually pasted URL).
If youâre using a campaign type that depends on opportunity context, make sure the send is triggered in a way that can resolve the correct opportunity details.
The Service Date or Service Type shows up blank (or not as expected)
Verify the underlying opportunity has those fields populated in SmartMoving.
Confirm the message is being sent from a campaign thatâs associated with an opportunity-driven trigger/qualification (so the system knows which opportunity to use).
I canât find certain merge tags in the list
If a merge tag is intentionally hidden (for example, used internally to build special links), it may not appear in the merge tag picker even though SmartMoving still uses it behind the scenes.
The Affiliate Portal link is blank in a sent email.
The recipient is not an affiliate, or Affiliate Contact Sync is turned off. The Affiliate Portal link only resolves for affiliate recipients when affiliate contact sync is enabled.