Kolleno uses multiple smart fields to allow your to create templates and communications that will be filled with customer specific information before being sent. For example we will use {{ customer.balance }} to insert the customers balance value in the message. The Kolleno RTE simplifies adding these smart fields to a message by eliminating the need for you to remember each and every field.

At the top of the RTE you will see another toolbar with a button labelled Insert smart field. Clicking on that button will show you a searchable list of smart fields that can be added.

Once a smart field has been selected it will be added to the editor content. Smart fields will display a user friendly label ie: Customer Balance, but will do all the required work to insert {{ customer.balance }} to the message.

Power users can also search and insert smart fields using what we call the type-ahead menu. Let’s for example assume you want to add the following greeting to a message:

You can start off by adding the “Good morning” portion to the editor:

To insert a smart field from here we simply type / to trigger the type-ahead menu.

The editor will display a short list of popular smart fields. You can use your keyboard arrows to select a smart field and then hit the enter key to add it to the editor. If you do not see the smart field you are looking for in the initial list, simply start typing the field name to search through all the options.

Once you have found the field you are looking for simply hit the Enter key to insert it into the editor.