Help Center

Shortcodes

Shortcodes let you personalize emails, text messages, workflow messages, appointment messages, event messages, and other client communications in LeadCenter. When a message is sent, LeadCenter replaces each shortcode with the matching contact, sender, appointment, event, or account information.

For example, [[first_name]] inserts the contact's first name, and [[email]] inserts the contact's email address.

Where Shortcodes Can Be Used

Shortcodes can be used in several communication areas across LeadCenter, including:

• Transactional emails and text messages
• Scheduled email and text message marketing
• Workflow messages
• Appointment confirmation, reminder, and follow-up emails
• Event confirmation, reminder, and follow-up emails
• Text Keywords
• Client review reminders

Shortcodes are available when creating an email or text message template. They may also be available when creating transactional emails and text messages without a template.

How to Insert a Shortcode

1. Open the email, text message, workflow message, appointment message, or event message you want to edit.
2. Find the Shortcodes panel.
3. Choose the shortcode section that matches the information you want to insert.
4. Click the copy icon next to the shortcode, or type the shortcode directly into the message.
5. Place the shortcode where you want the information to appear.
6. Preview or send the message to confirm the shortcode is replaced correctly.

Use the exact shortcode format shown in LeadCenter, including the double brackets. For example: [[first_name]].

Common Shortcode Examples

Shortcode Sections

Shortcodes are organized into sections so you can find the right field for the message you are creating.

Contact

The Contact section includes shortcodes for core contact information. It may be split into multiple cards, including:

• Contact basic shortcodes
• Contact additional shortcodes 1
• Contact additional shortcodes 2

Contact shortcodes include fields such as first name, email, phone number, and other contact details.

The [[nickname]] shortcode inserts the contact's Nick name field. If no nickname is saved, LeadCenter uses the contact's first name instead.

Use [[nickname]] when you want greetings to use the name a contact commonly goes by, such as:

Hi [[nickname]],

Thanks for meeting with us last week.

For a contact named Robert with the nickname Bob, this appears as Hi Bob,. If no nickname is saved, it appears as Hi Robert,.

Contact Financials

Contact Financials includes financial-related contact shortcodes, including Secure Client Portal links such as [[fq_url]] and [[dms_url]].

For financial advisor accounts, [[spouse_nickname]] inserts the linked spouse's nickname. If no spouse nickname is saved, LeadCenter uses the spouse's first name instead.

Calendar and Appointments

Calendar and appointment shortcodes are used for appointment confirmation emails, reminders, and follow-up emails.

Do not use calendar and appointment shortcodes in email marketing, text message marketing, or general transactional emails and text messages. They are intended for appointment-related messages.

Events

Event shortcodes are used for event confirmation emails, reminders, and follow-up emails.

Do not use event shortcodes in email marketing, text message marketing, or general transactional emails and text messages. They are intended for event-related messages.

Email Marketing

Email marketing shortcodes insert required marketing email details, such as unsubscribe information, business address, and business name.

Custom Fields

Custom field shortcodes insert values from additional contact fields created in your LeadCenter account.

What Happens If a Shortcode Field Is Empty?

Most shortcodes are replaced with a blank value when the related field is empty. Write your message so it still reads naturally if a field is missing.

Nickname shortcodes work differently. If [[nickname]] is used and the contact does not have a nickname saved, LeadCenter uses the contact's first name. If [[spouse_nickname]] is used and no spouse nickname is saved, LeadCenter uses the linked spouse's first name.

Best Practices

• Use shortcodes only in message types where that shortcode is supported.
• Preview messages before sending when using several shortcodes in one template.
• Use [[nickname]] for a more familiar greeting when contacts may go by a name other than their formal first name.
• Use [[first_name]] when you always want to use the contact's formal first name.
• Keep surrounding sentence structure simple so the message still reads well if an optional field is empty.