Wildcards are personalisation tokens / merge tags you can use and add into your document builder and email template.
How does it work?
For example: When you indicate that you would like to use the Contact name wildcard, Vincere will look into the record in system, find the Contact name field, pull the value from and populate it in your template where you designate automatically.
All you need to do is look for the wildcard you want to insert into your templates, click at the wildcard box and the wildcard will be auto inserted inside the templates where you place your censor.Ā
For Email Templates:
Select the template you are trying to configure from Settings > Email Templates
To use the wildcard, simply select the wildcard from the list on the right-hand side.
Steps to Insert Wildcards Correctly
Navigate to Settings > Email Template.
Open the relevant template.
Remove any existing wildcard that needs to be updated.
Reinsert the wildcard by selecting it from the right-hand side panel in the editor.
Best Practices for Using Wildcards
Always insert wildcards using the template editorās tools (e.g., the blue box) to ensure proper functionality. Typing wildcards manually can lead to errors.
š Note: For email template wildcards, you can only use the wildcards that are available on that template number. You are not allowed to create your own wildcards here.
Mandatory Wildcard Use and Workarounds
Certain wildcards, such as those required for SignRequest functionality, must be included in templates regardless of their immediate relevance:
SignRequest Wildcards: All four wildcards (e.g., Proposal Signatory fields) are mandatory for the SignRequest tool to function. To hide unnecessary fields:
Change the text color of unwanted wildcards to white.
Adjust the font size to its smallest value to make them hidden without removing.
Wildcard Availability by Template
Email Template 6.1: This template does not support client name (
#clientname#) or position location (#position location#) wildcards.Email Template 7.1: To include client names, use the wildcard
#Contact.Companyname#. Ensure correct data population by inserting the wildcard via the blue box in the template editor rather than typing it manually.
š Note: Vincere does not provide a centralized list of all wildcard fields across templates. Wildcards are specific to each template and depend on its context. Unsupported wildcards will appear as plain text.
For Document Builder:
Select the Doc Type and template you are trying to configure from Settings > Document Builder
To use the wildcard, simply select the wildcard from the list on the right-hand side.
Wildcards in the Document Builder include custom wildcards - meaning you can create and customise your own wildcard and apply it on the Document Builder template.
Steps to Enable and Use Wildcards in Document Builder
Go to Settings > Field Configuration > Candidate.
Open the field you want to use and enable the wildcard by ticking the "Enable Wildcard" option.
Add a clear Wildcard Title, Field Name, and a unique Key (no need to type
#around it).In Settings > Document Builder, open your template and insert the wildcard from the "Custom" tab or wildcard list.
To merge data, open the candidate record and generate the document using the template. The merge will automatically fill values from the candidateās profile into the document, including table cells.
Template-Specific Dynamics and Standard Wildcards
Each template in Vincere is designed for specific uses with unique wildcard functionality. For instance:
Some templates include wildcards for Approver Email or Approver Name during approval workflows.
Standard wildcards such as Primary Brand Logo are universally available to ensure consistent branding across templates.
Click here for the step-by-step guide on how to create custom wildcards.
Best Practices for Template Editing
Familiarize yourself with template-specific wildcard availability to ensure proper usage.
Always use the template editor tools to insert wildcards and avoid manual errors.
Use standard wildcards like Primary Brand Logo to maintain brand consistency across all templates.
Related Topics
Understanding Template-Specific Wildcard Functions
Managing Brand Appearance in Email Templates
Troubleshooting Wildcard Errors
Troubleshooting Common Wildcard Issues
Issue: Wildcard renders as plain text.
Solution: Verify that the wildcard is supported in the template and was inserted using the selector panel.
Issue: Data does not populate correctly.
Solution: Ensure the wildcard is enabled in the field configuration and correctly inserted into the template.