RiTA's Action Templates allow you to pre-fill note content with content that you have prepared in advance.
You can also reference data in RiTA to be dynamically included in these templates to better personalise the note content and save you time, which we call 'merge fields'.
As an example for how these merge fields might work, let's say you have a contact named 'Joe Bloggs' and you are sending him an email using the following template:
"Hi {{contact.firstName}} {{contact.lastName}}, how are you today?"
When the note is pre-filled for you it will look like this:
"Hi Joe Bloggs, how are you today?"
You can update this data in the Templates section here
Below is a reference to the different merge fields available in RiTA. You can also find more merge fields when you are editing the template as below. To find the Action Templates go to Settings then Templates.
Simply search for the merge field you wish to use and add it to your custom template. Once you click on it, RiTA will copy the merge field to your clipboard.
Crtl + V or Right click and Paste the merge field into the custom template
Once you have finished creating your custom template, click Create Template.
Here are a few commonly used merge fields in RiTA
|
Data |
Merge Field |
|
First or last name of the contact you are engaging with |
{{contact.firstName}} {{contact.lastName}} |
|
The mobile number of the contact you are engaging with |
{{contact.mobile.value}} |
|
The email associated to the contact you are engaging with |
{{contact.email.value}} |
|
Your first or last name |
{{user.firstName}} {{user.lastName}} |
|
Your mobile number |
{{user.mobile}} |
|
Your email address |
{{user.email}} |
|
Your company's name |
{{account.companyName}} |
|
The description of every topic you've selected |
{{#topics}} -{{description}} {{/topics}} |
|
Allows you to list all the properties you believe a contact owns - can be used in either automations or templates. Allowing you to clarify and update the information in your database on the contact. EG, Hey {{user.firstName}} do you still own {{{{contact.ownedAddresses.0.displayAddress}}? |
{{contact.ownedAddresses.0.displayAddress}} |
If you wish to display a different message based on the data being available, you can use the following as an example for when the contact has and hasn't got a mobile number:
{{#contact.mobile.value}}
I have your mobile number on record as 0412345678...
{{/contact.mobile.value}}
{{^contact.mobile.value}}
I don't seem to have your mobile on record, could you send that through for me
{{/contact.mobile.value}}