Contalist for Trello
How to create a message template
Message templates are used to generate personalized messages, and you can insert placeholders for contact information, like name, title, address, etc.
Here is a message template example
Hi {{ Contact > First Name }},
Your order {{ Trello Card > Name }} is ready to ship.
And the package tracking number is {{ Variable > Package tracking number }}.
...
As you can see from the example above, you can use placeholders to insert data into your message. So what kind of data exactly?
| Where does the data come from | Example | Description |
|---|---|---|
| Contact | {{ Contact > First Name }} | For commonly used contact's attributes |
| Custom Form | {{ Shipping > Preferred Service }} | For extra contact information stored in the custom forms your created |
| Organization custom form | {{ Company Profile > Shipping Address }} | You can create custom form to store extra information for contact's organization. These placeholders are for those information. |
| Trello Card | {{ Trello Card > Name }} | For the attributes of your Trello card |
| Variables | {{ Variable > Tracking number }} | Variables are a special kind of placeholders. It's defined by you, and can fetch information from Trello's custom field on your card, or ask you to input the information. |
Let's create a template. Go to the Messages page in our web app, and in the Templates tab click the New template button.
You can compose your email message in the Body field. To insert a placeholder, click the Insert a placeholder, you will get a popup like this
You can go through the tabs, Contact, Form, Organization..., to see what placeholders are available. Placeholders are listed as buttons under the tab. To insert a placeholder into your template, just click the button that represents the placeholder. Of course, you can type it in the template editor yourself too, like {{ Trello Card > Description }}.
Click Save button once you finish editing the template. Now your template are ready to use, you can use it to send bulk messages, and automatically generate messages with Trello automation and actions. Test it, make sure all looks good, before sending to your contacts.
Not just email messages, you can create templates for text messages too. But it requires a Twilio account. Twilio is popular messaging service.
Due to invalid settings, the placeholders sometimes may not be able to get the expected data. Contact us at support@contalist.com if you have a question.