Tags (also called tokens) allow SmartMoving to automatically pull information into your emails and text messages, such as customer names, job details, assigned sales reps, and company information.
Using tags ensures your messages stay personalized and accurate without manual edits.
Available Tag Categories
Depending on the template, you may see tags for:
Company data
Customer data
Dispatch data
Estimate data
Crew assignments (Crew Arrival Notification template)
How to Insert a Tag
Click inside the message where the tag should appear
Click the Tags icon
Choose a tag category
Select the tag you want to insert
Example:
To insert the customer’s first name, choose the Customer category and select First Name.
Using Tags in SMS Messages
To add a token to an SMS message:
Click inside the SMS text field
Click Add Token
Select the token you want to insert
⚠️ Keep SMS character limits in mind when using tokens.
Adding a Sales Signature (Sales Templates Only)
Sales templates support dynamic salesperson signatures that automatically update based on who sends the message.
Whose information should be in the signature? | Use these tags: |
The person sending the template |
|
The assigned sales rep |
|
How to Add a Signature
Click where the signature should appear in the email
Click the Tags icon
Insert the desired signature tags
You can combine multiple tags to create a complete email signature.
Here is a sample email signature with tags:
