Did you know that there is a feature available in your Reservation Sales product that can be used to customize your emails even more to better appeal to your target audience?
You can use the ELM (Enhanced Lead Management) Extra Fields feature in Reservation Sales to add available tokens for your ELM templates when creating an email from an ELM lead. A use for this may be if you want to add a Name Title field, e.g., Mr., Mrs., Miss., to an ELM lead email.
To do this, you will need to add an ELM extra field by going to Account Settings > ELM > Extra Fields:
Click on the Plus symbol to add an Extra Field:
Fill in the details as needed and click save.
**Note: When you use the Specific Value option you will enter your values after you select the save option above. You will be brought back to the ELM Lead Extra Fields section but a new icon will appear next to your new field. You will then need to add your options by clicking on the Edit Value List icon:
In the Allowed Values for Extra Field: You can enter the desired options by clicking on the Plus symbol:
Fill in the fields for your option list.
Note: the options will be sorted alphabetically by default. You can use the Display Sequence field if you would like to re-order the options:
Now that the Extra Field configuration has been completed, your new token will be available on the ELM Template Design page when creating an email template in the Insert Token section:
Note: In order to use the token, you will need to have an ELM lead created with the token being filled in.
The lead form will now display your new token or tokens underneath the notes section:
This functionality provides additional opportunities to tailor your emails and appeal to a greater audience. Take advantage of it!