phrases - connected fields
Phrases should be able to pull some client information for direct messaging to enhance the client experience.
Example:
Hi {{client_first}}, we wanted to personally check in after your visit yesterday.
1
vote
Adriana Williams
shared this idea
-
Ben Stevens
commented
We use Textexpander for this instead of Boulevard. It doesn't pull their name in, but it does provide options to fill in names, appointment times, etc... and works across platforms, so you can use it for any communications!