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Shortcode Autocomplete in Email Templates
Shortcode Autocomplete in Email Templates Email Templates Email Marketing Campaigns Shortcodes Setting Up Anniversary Emails & Text Messages

Email Marketing

Shortcode Autocomplete in Email Templates Email Templates Email Marketing Campaigns Shortcodes Setting Up Anniversary Emails & Text Messages

Shortcode Autocomplete in Email Templates

Shortcode Autocomplete in Email Templates

Quickly insert shortcodes into your email templates using the new autocomplete feature. Instead of opening the shortcode panel and copying codes manually, simply type and select from a dropdown.

How to Use

  1. Open an email template in the editor.
  2. Type [ (open bracket) anywhere in the email body.
  3. A dropdown appears with all available shortcodes.
  4. Continue typing to filter the list (searches both the label and the shortcode).
  5. Click on a shortcode or use arrow keys and press Enter to insert it.

Features

  • Smart Search: Filter by label (e.g., "First name") or by code (e.g., "first_name").
  • All Shortcodes Available: Contact fields, appointment fields, calendar fields, custom fields, and more.
  • Plain Text Output: Shortcodes are inserted as plain text [[shortcode]], ready to be replaced when the email is sent.
  • Keyboard Navigation: Use arrow keys to navigate, Enter to select, Escape to close.

Available Shortcodes

The autocomplete includes all shortcodes from:

  • Contact basic fields (name, email, phone, address, etc.)
  • Sender information (sender name, email, signature)
  • Secure portal fields (documents URL, financial questionnaire URL)
  • Unsubscribe links and postal address
  • Appointment and calendar fields
  • Contact owner and scheduler information
  • Custom fields defined in your account

Tips

  • Type [first to quickly find the First name shortcode.
  • Type [appointment to see all appointment-related shortcodes.
  • The shortcode panel is still available if you prefer the full view.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.