Shortcodes

Business Value: Shortcodes help you save time when working on emails and landing pages to focus on your content.

Getting Started

We have created this guide to show you how you can take advantage of RocketLevel’s Shortcodes feature to save you time.

Shortcodes Defined

A shortcode in RocketLevel is a little piece of text enclosed in brackets that pulls in a piece of information so you don’t have to type it out every time.

There are two types of shortcodes in RocketLevel: lead shortcodes and account shortcodes.

Lead shortcodes pull information available on a lead’s contact profile. This is information such as their name, email address, phone number, address, etc. This information comes in handy to automatically personalize your email content to each recipient.

Account shortcodes pull information about your business as stored in your account settings such as the name of your business, your location, your operating hours and more. Account shortcodes are used in a lot of pre-made email and landing page templates in RocketLevel to help you get up and running quickly.

Examples

• Greeting - To pull in the first name of your email’s recipient.
  • "Hello [[lead.fieldValue('first_name')]]" becomes: "Hello James!"
• Contact Information - To pull in the phone number on your account settings.
  • "For questions, please call [[account.phone]]." becomes: "For questions, please call (833) 620-1368."
• Business Hours - To pull in the business hours from your account settings.
  • "We are open from [[account.hours]] for all of your needs!" becomes: "We are open from Monday to Friday from 9:00 a.m. to 5:00 p.m. for all your needs!"

How to Use Lead Shortcodes

Create Shortcode

The basic structure of a lead shortcode is [[lead.fieldValue('alias')]] where you’ll switch out the alias portion as needed. There is an alias (or unique name) for each lead field in your account which you can find at https://app.rocketlevel.com/lead-fields/. If this seems confusing, hold tight for an example!

Let’s say you want to pull someone’s last name into an email. You’ll need to first make sure that you have a custom field called Last Name. You’ll do that by navigating to Contacts > Custom Fields in your account. Once you find the field, you’ll find the field’s alias listed.

Use Shortcode

You can then take the alias (last_name) and use it to create the shortcode [[lead.fieldValue(‘last_name’)]]. Now that you have the shortcode, you can use it in any of your emails anywhere you can type in text.

Note: The alias is case sensitive which means capital and lowercase letters must match EXACTLY with the actual alias for this to pull information. In the example above, [[lead.fieldValue(‘Last_Name’)]] or [[lead.fieldValue(‘Last_name’)]] would not work.

Send Email

Whenever you send an email that contains lead field shortcodes, RocketLevel will look at who you’re sending it to and pull the information from their profile to personalize the email that they receive. If you’re sending an email out to someone who has no information to be pulled, it will show up as a blank space in the email. Unless…

Lead Field Shortcode Tips

You can also specify a default for a shortcode (a fallback for when RocketLevel finds that there’s no information to pull). This avoids potentially awkward blank spaces. To do this, you’ll create a lead shortcode as follows:

[[lead.fieldValue(‘ALIAS’)|default(‘DEFAULT’)]]

Replace alias as outlined above and replace DEFAULT in this example with whatever value should be the default when no information is found on a lead’s profile. An example would be:

Hi [[lead.fieldValue(‘first_name’)|default(‘there’)]]!

If RocketLevel finds a first name, it could read “Hi Elena!” If RocketLevel does not find a first name, it will read “Hi there!”

How to Use Account Shortcodes

Account shortcodes will work on both emails and landing pages (lead shortcodes will only work on emails). The shortcode structure to pull account information is [[account.FIELD]].

Here is a list of available account shortcodes:

• [[account.email]]
• [[account.name]]
• [[account.phone]]
• [[account.addressLineOne]]
• [[account.addressLineTwo]]
• [[account.city]]
• [[account.state]]
• [[account.zip]]
• [[account.hours]]
• [[account.websiteUrl]]

All of these shortcodes reference your account settings when you send out an email or when you create a landing page. These shortcodes should be copied (exactly as-is from this list) and pasted in any text field of an email or landing page to pull the corresponding information.

When you update your account settings (for example, your business hours) it will automatically update on all emails and landing pages that use that shortcode. That’s the power of shortcodes!

For your convenience RocketLevel articles and walkthroughs like this are available 24/7 at help.rocketlevel.com.