Personalization tags are special characters that get replaced with client data when they open the form. Add the tags to your CRM form, and when a client opens it via their personal link, the tags will be replaced with their personal details. This is an excellent way to boost company loyalty.

You can use personalization tags in the form title and subtitle. Supported tags include:

• First name
• Last name
• Company name
• Second name
• Phone
• Email

You can also add personalization tags to form fields.
Personalized CRM forms

How to use personalization tags

1. Go to the CRM form editor and open the Headers and buttons tab.
2. Write text in the title or subtitle of the form. To add a tag, click the three dots (...) next to the field.
3. Select a tag and save the changes.

Go to CRM and create an automation rule to send an email with a link to the form. Write the message text and insert a personal link by doing the following:

1. Click the three dots (...) next to the message window.
2. Select Personalized CRM forms.
3. Choose the desired form.
4. Save the changes.

Move a deal to the stage with the automation to check how it works. Once your client receives the email and clicks the link, they'll see the form with their name in the subtitle.