What is a handlebar
Handlebar syntax enables you to customize your email templates by inserting customers' names and other data, making each message relevant to the individual recipient. When you add in a handlebar, then the system will auto-fill that information when sending the communication.
For example, if you enter in the handlebar {{clientFirstName}}, then the system will autofill the email with the customer's first name from the client profile. This is a really cool tool to use to make each communication personalized to every client š¤©
Troubleshooting Handlebar Issues
Ensure you use the correct syntax for handlebars, such as
{{clientFirstName}}or{{clientLastName}}. Incorrect syntax, like<< First Name >>, will not work. Additionally, you can use the handlebar{{clientLastName}}to include the client's last name in your emails, further enhancing personalization.
Where can I use a handlebar
Handlebars can be used in certain email subject, email body, or text reminders of transactional emails Additionally, handlebars can also be used in email broadcasts to personalize messages for a wider audience.
Limitations of Handlebar Usage
Handlebars are not available for emails sent directly from the class roster. In such cases, consider using a neutral greeting instead.
How to use a handlebar in the email subject
Click on "+ Insert":
Enter the handlebar you want to use from the dropdown and it will show up automatically in the subject line š„³
Test Email Behavior
When sending test emails, placeholders are replaced with your business name as a placeholder. This is expected behavior, and actual client names will appear when the email is sent to recipients.
How to use a handlebar in the email body
Go through the initial Setup of the Transaction Email
Under the "Content" section, click on "Insert" in the top-right
Select a handlebar that you would like to add to the body of the email from the list
The handlebar will automatically be copied and you will see a green pop up saying "Copied to clipboard"
Paste it where you would like to appear in the email š„³
How to use a handlebar in text message
Toggle "send text message with email" to on
Click on "+ Insert":
Enter the handlebar you want to use from the dropdown and it will show up automatically in the text message field š„³
Advanced Personalization for Transactional Emails
Edit the relevant transactional email template and insert handlebars for the clientās name.
Add a custom message in the eventās "Confirmation email body" field (e.g., "Hi, Welcome to our Barre Teacher Training...").
Configure the transactional email to reference the eventās "Confirmation email body" so the custom content appears in the sent email.