Merge tags for workflow notification
complete
H
Hugh (Product Support Manager)
Allow users to use merge tags in notification steps in workflows.
Allowing them to setup notification which contain information specific to the contact.
H
Hugh (Product Support Manager)
complete
User can now use merge tags in notifications to further customize them. The following have been added.
Contact First Name
Contact Last Name
Contact Email Address
Contact Phone Number
Contact Address
They are also listed on the page when you go to create a notification in a workflow.
If you wish to see additional tags please open a new feature request to let us know.
Christopher Bailey
Hugh (Product Support Manager): I would really like to see custom fields in the merge tags. This way we could have custom contact forms and get notified with all the data.
H
Hugh (Product Support Manager)
Merged in a post:
Custom Types for Fields on Forms
Brandon Moncrief
It would be cool to generate an email message for a CONTACT US type of form. The long text field could be received via email instead of having to use Zapier/Webhooks! So, in the end the user could enter in custom types of data and button action could have an option to send to email address.
H
Hugh (Product Support Manager)
Merged in a post:
Notifications
Charles Lacasse
Add a order summary feature so the Clickfunnel account owner receive all the info from the sale.
Clients name, product bought...
It's a really basic feature that is lacking right now.
H
Hugh (Product Support Manager)
Merged in a post:
Add Contact Info to Workflow Notifications
Tech Team Coach Igniter
When a new lead signs up, we would like to be able to see contact info directly in the notification.
It would save us a lot of time, not having to go through contacts to get the info.
H
Hugh (Product Support Manager)
Merged in a post:
Customization for workflow notifications
Susan Leonardson
The Notify step in a workflow would be more useful if it could send a message with information about the contact, like First and Last name, email, phone number, etc... Being able to insert merge tags into the Notify message would solve that.
Ryan Jerrils
Merged in a post:
custom notification email
Dave Eaton
please allow the notification email (from a workflow trigger) to be customized to include non CF Branding (i.e. Agency's brand) and able to include data fields collected from the opt in form.
Bruce Neilson
if you are using this for your own affiliate marketing etc then great. however the function as it was in classic is necessary for service based business that are NOT solo operators. I have very talented staff at what they do. they take a lead and gently move them though the sales journey on a vey personal and connected level.
However THEY ARE NOT TRAINED TO WORK THE BACK END OF CLICK FUNNELS.
David Lamoureux
Agreed! Thanks for posting this
Nick Garren
It's ridiculous that this was removed, please revert this back to CF1 functionality. Come on guys, common sense here.
Rick Wool
Yes, I agree it would save time to see (new lead sign-up) contact info in notification. This is a must do fix.
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