What are keywords and how do they work?

Keywords are a set of commands that you can use to save time and effort when creating and editing your email templates. You can also use these keywords when you are creating a new email for one or more of your clients.

It's very easy! Simply focus on the email body, type [ and then all the keywords available will be displayed in a dropdown. Select the keyword of your choice and it will be added to the email body.

Below is the list of current keywords available:

[agent first name] [contact first name]
[agent last name] [contact last name]
[agent email] [haven life referral link]
[agent phone number] [referral link]
[agency name] [referring id]
[agency address] [schedule link]
[app invitation link] [signature]