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Customising personalisation links in your quote templates

We’ve given template tokens a big upgrade!

Now, when you add a personalisation token for a link, you can set what link text the customer will see every time, instead of showing the full URL or having to update this manually. Meaning, customers see a polished quote with a clean phrase instead of a long web address.

This works in your quote templates for the following tokens:

  • Your website

  • Your reviews link

  • Your Instagram

  • Your Facebook

  • Your business page

How it works

  1. Create or edit a quote template
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  2. Insert the personalisation token you want
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  3. A pop-up will appear asking what the link text should say. Type the phrase you'd like customers to see, then click Add
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  4. The token will sit in your template with your chosen display text and you can preview it before you send!

Editing existing templates

If you already had link tokens in a template, they've been carried over.

Click any token inside an existing template to edit its display text in the same pop-up.

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