Tips, Tricks & Best Practices

MSomvall
Member

Quotes, snippets, terms of delivery

When creating Quatoes, we create snippets of the Terms of delivery. A term of delivery always include a Place/destination. Do we need to create a snippet for every customer as they are all in differnt Places? 

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3 Replies 3
StefaniUAT
Key Advisor

Quotes, snippets, terms of delivery

@MS are you able to add a personalized token such as "City" or "State" to the template, that way it updates for each contact individually? 

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect
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jennysowyrda
Community Manager
Community Manager

Quotes, snippets, terms of delivery

Hi @MSomvall

 

You can include a personalization token in your snippet which you could use to mention the state or country the user is in. You would need a contact property with their location, but if you already have that information associated with the contact, this could work. 

 

Let us know if you end up using this solution! 

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MSomvall
Member

Quotes, snippets, terms of delivery

...quotes...

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