Keywords are dynamic tags that you can insert into your messages or templates inside DripJobs.
They automatically pull information from the system (like appointment date, time, client name, job location, etc.) and replace the keyword with the actual data when the message is sent.
For example:
If you write “Your appointment is scheduled for {appointment-date} at {appointment-time}”, the client will see: “Your appointment is scheduled for September 12 at 3:00 PM.” (This is just a example)
{first-name} will be replaced with the client’s first name.
{company-name} will be replaced with your company’s name.
{view-proposals-button} will insert a clickable button that takes the client to view their proposal.
In short, keywords are designed to save you time and personalize your communication automatically, so every client receives messages that look tailor-made for them.
2. Select the Keyword
3. Paste it into the Template
4. Click on "Preview Email Drip"
5. See How It Would Appear for Your Customers
6. Click on "Close"
7. Click on "Save"
