New Client Portal Placeholders

We just released a handful of new placeholders that can be used in the New Automations UI. These new placeholders reduce friction for your clients by allowing for "deep-linking" to specific portions of the Client Portal.

Note: We have

not

changed or removed the current placeholder links that have been available.

The new placeholders are as follows:

REQUEST ADDON LINK
- (Email Only) Will show as a button in the email that when clicked will open the Upsell Request window on the Client Portal.

REQUEST ADDON TEXT LINK
- This one is the same as the one above but shows as a short hyperlink and can be used for SMS Text messages.
DIRECT SIGN LINK
- (Email Only) Will show as a button in the email that when clicked will open the Agreement(s) window on the Client Portal directly.
DIRECT SIGN TEXT LINK
- This one is the same as the one above but shows as a short hyperlink and can be used for SMS Text messages.
DIRECT PAY LINK
- (Email Only) Will show as a button in the email that when clicked will open the Payment window on the Client Portal directly.
DIRECT PAY TEXT LINK
- This one is the same as the one above but shows as a short hyperlink and can be used for SMS Text messages.