What are User custom placeholders?
Aside from the placeholders used for prospects, you can also set up placeholders specific to the users in your team.
For example,
If there's a need to make use of one single cadence by all the users in your team, then User custom placeholders will be helpful to dynamically change the values depending on the user who adds prospects to the cadence.
If user A adds prospects to the cadence, then, replace the values of user A while sending emails. Let's say, you'd like to draft an email like this,
Hi {{Firstname}},
My name is {{My_Name}}, and I’m with {{My_Organization}}. You were referred by {{referral_contact}} who thinks the fitment between {{My_Organization}} and {{prospect organization}} is great, and there are high chances of synergy if we work together.
Can we evaluate the possibility of a relationship between our organizations over a short call? Does Wednesday’s second half sound good to you? If not, you can book a slot that's convenient for you.
Kind regards,
{{My_Signature}}
If this same template is to be used by multiple users in a team, then, you can introduce user custom placeholders to replace the details of the users who add prospects to the cadence.
How to set up user custom fields?
Navigate to Settings > User Settings > User custom fields > Create new custom field > Save. Each user in the team can add dynamic values for the user fields from their respective accounts,
User 1 (Ashley):
User 2 (Daniel):
How to add these placeholders in a cadence?
From the email compiling window > click on the Placeholder option > head to User tab > choose the User custom field and hit Confirm,
After inserting all the necessary fields, the email template will look like this,
Hi {{FirstName}},
My name is {{user.My_Name}}, and I’m with {{user.My_Organization}}. You were referred by Mr. Jonathan who thinks the fitment between {{user.My_Organization}} and your organization is great, and there are high chances of synergy if we work together.
Can we evaluate the possibility of a relationship between our organizations over a short call? Does Wednesday’s second half sound good to you? If not, you can book a slot that's convenient for you.
Kind regards,
{{user.signature}}
When Ashley adds prospects to the cadence, the email will look like this,
And when Daniel does,
