Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Chats and Calls
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
Tasks and Projects
CRM
CoPilot - AI in Bitrix24
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
Bitrix24.Sign
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Mobile App
Desktop App
General questions
Bitrix24 On-Premise
Log In
Your Bitrix24
Authorize to enter
your company's Bitrix24.
Enter

Bitrix24Care

Personalization tags in CRM forms

Personalization tags are special characters that are replaced with clients data when they open the form.

Personalization tags are placed in the CRM form. When the client opens the form using the personal link, the tags will be replaced with the client`s name. This is a great tool to increase loyalty to the company.

Personalization tags can be used in the title and subtitle of the form. The following tags are supported: First Name, Last Name, Company Name, Middle Name, Phone Number, Email.

You can also add personalisation tags to form fields. Read more in the article Personalized CRM forms and "Client match" feature.

How to use personalization tags

Go to the CRM form > Headers and buttons section.

Write text in the title or subtitle of the form and then add a tag. To do this, click ... next to the field. Then save changes. 

In the CRM, create a robot that sends an email with a link to the form. Write an accompanying text.

Add a link to the text. In the menu, choose Personalized CRM forms and the desired form. Save your changes.

Move the deal to the stage with the robot. It will send an email to the client with a link to the form.

The clients will click the link and see a form with their names.


Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free
Related articles
CRM form design Limit upload file size in CRM form Autocomplete fields in CRM forms CRM forms CRM form list Field show rules Working with CRM form code Difference between the form header, the form name and the page name Add a CRM form Default field values in CRM forms