The personalization token is not working for snippets in a quote
lösung
Hi,
I'm trying to create a quote with snippets that include personalised tokens. However, these are not coming through. I have deleted and reinserted the token into the snippet and this does not work. The deal does have the Contact and company associated to it.
The personalization token is not working for snippets in a quote
lösung
@Hi @simoncripps. I tested this in my own portal, and my first thought was this: Because the area where snippets go is before where you associate the contact, the quote doesn't yet have a contact associated to it when you have to create the associated Deal.
Details step where you can use snippets in comments:
The next step is buyer info where you'd add the contact:
So the steps are: Create Deal, associate a Contact to that Deal, create Quote and associate that Quote to your Deal, then adding your Snippet into the comments section should work.
Hope that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
The personalization token is not working for snippets in a quote
lösung
@Hi @simoncripps. I tested this in my own portal, and my first thought was this: Because the area where snippets go is before where you associate the contact, the quote doesn't yet have a contact associated to it when you have to create the associated Deal.
Details step where you can use snippets in comments:
The next step is buyer info where you'd add the contact:
So the steps are: Create Deal, associate a Contact to that Deal, create Quote and associate that Quote to your Deal, then adding your Snippet into the comments section should work.
Hope that helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!