Gig Central uses Rich Text Variables to merge contact names, locations, and custom fields into proposal templates, ensuring client proposals feel personally written.
This guide walks you through mapping tags and setting up fallback text.
1. Adding Placeholders to Proposals
When drafting proposal templates in Documents > Proposals:
- Click Insert Placeholder or type tags manually using double brackets (e.g.,
{{first_name}}). - Variables populate dynamically during delivery.
- Use variables in both document titles and body texts.
2. Standard Variables Reference
{{first_name}}/{{last_name}}: Recipient contact details.{{company_name}}: Organization name.{{event_name}}/{{event_date}}/{{event_city}}: Event details.{{custom_field_name}}: Variables mapped from your Custom CRM Fields.
3. How It Works (Behind the Scenes)
- Template Parsing: The rendering engine parses template text, matching double brackets and extracting variable keys.
- Database Mapping: The engine queries matching CRM details and interpolates values.
- Fallback Logic: If a field is empty (e.g., event date is missing), the compiler inserts a fallback block (e.g., "TBD") to prevent empty blocks.
4. Best Practices
- Test Your Proposals: Send draft proposals to yourself to verify that variables render correctly.
- Sync with Campaigns: Map variables across email campaigns and Proposal Templates for a cohesive client experience.