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).

💡 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, “Sign your estimate now”).

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 “View Estimate” button.

In the template editor, add or select a Button block.
In the button’s 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, “View Estimate” or “Sign Estimate”).
Save your template.

💡SmartTip: For mobile readability, keep button text short and action-oriented.

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:

“Your Service Date move is coming up.”
“This estimate is for your Service Type service.”

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 (“View your estimate”), and
- A button CTA (“Review Estimate”)
  to increase click-through opportunities.
Pair Opportunity merge tags with clear context:
- “Your move on Service Date”
- “Your Service Type (primary) service”

Troubleshooting

The estimate link doesn’t take the customer to the right place

Confirm you selected Special Links > Estimate > Customer Portal (not a manually pasted URL).
If you’re 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 that’s associated with an opportunity-driven trigger/qualification (so the system knows which opportunity to use).

I can’t 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.

Smart Marketing Overview

How to Create an Automated Campaign for Unbooked Leads with Smart Marketing

Templates in Smart Marketing

How to Add an Estimate Link and Opportunity Merge Tags in Smart Marketing Templates