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.
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.
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.
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.
Click here for the step-by-step guide on how to create custom wildcards.