Use smart fields to automatically add key information to your emails. These smart fields gather important details from your business, your client, and your project, guaranteeing that your emails always have accurate information.
Smart fields are especially powerful in email templates. The field's info will automatically populate when you select the template, saving you the work of hunting information down and typing it in for each message.
Start working on an email:
Create or edit an email template
Share a smart file via email
Select Insert smart field or use the " { " key > select the smart field you want to use
Start typing to narrow down the list you'll see
If the field's dynamic info exists, it'll auto-populate in the email and the field will turn gray
If the field's dynamic info doesn't exist, the field's placeholder label will stay and the field will stay blue
Wrap up your email > select Send (or the drop-down if you want to schedule it for later)
Always check that the smart fields are populated before sending the email. If any fields haven't populated with info, delete them and manually add text. You'll always be warned if unfilled smart fields exist in your email. If you do send an email with an unpopulated smart field, that field will not appear in the email.
Smart field examples
Project date: Use this smart field in your data availability confirmation emails so you share the right dates
First client first name: Add this smart field in the greeting of all your emails to add a personalized touch
Company phone number: Use this smart field to add your phone number to email messages
Project type: This smart field can be used in your booking confirmations
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!