Use Flexible fields in Notes
A powerful feature that enhances personalization in client communications.
Check out the 4-minute video to see where Flexible fields work for you
The Concept of Flexible Fields
Flexible fields allow you to insert variable data points or words into your client communications, which vary from client to client. For example, you can write a sentence about a client’s investment risk level and use a flexible field to insert the specific risk category (like “moderate” or “aggressive”).
Creating and Using Flexible Fields
- Writing Notes with Variables: Begin by writing a note or sentence. Wherever a variable element is needed, use two curly brackets “{{some_data}}” to denote a flexible field.
- Filling in Data: You can then input specific data like “moderate risk tolerance” into the flexible field, which updates the note accordingly.
Storing Flexible Fields in the Library
- Saving for Reuse: Once created, these notes with flexible fields can be saved in Pulse360’s library, allowing for reuse across different client cases.
- Library Functionality: When using a note from the library, the system prompts you to fill in the flexible fields relevant to the current client, ensuring customized communication.
Example of Usage
Your net worth is ${{amount}}.
Ensuring Accuracy Before Sending
Rest easy. Pulse360 includes a safeguard to ensure that unfilled flexible fields are addressed before finalizing a document, preventing accidental sending of incomplete or incorrect information to clients.
