Tired of rewriting the same emails or manually updating names and details in every template? In this tutorial, you’ll learn how to use tokens in 17hats to automatically personalize your emails, documents, and workflows. We’ll cover what tokens are, where they pull data from, and how to insert them into your templates so 17hats fills in contact, project, scheduling, and account details for you. You’ll also learn how custom fields create additional token options and why accurate data entry matters. You’ll be able to streamline your communication, reduce errors, and deliver a more consistent client experience without the copy-and-paste headache.
