Insert placeholders to collections emails and email templates

You can use placeholders to add dynamic content to your follow-up emails and personalize your communication with customers. Placeholders help maintain the context of the conversation in your email communications by referring to the customer by name and address, and include invoice-level data such as Invoice ID and Total Invoice Amount. You can choose placeholders that are specific to the Customer, Invoice, or Multiple Invoice email template type.    

1. To insert a placeholder in the subject line of an email template or individual email, click + Insert from the subject line and select one of the placeholder options.
2. To insert a placeholder within the body of an email template or individual, click + Insert from the formatting menu in the body of the email and then select one of the placeholder options. 
3. Save your changes.