Skip to content
ProspectSafari home

Short-codes

Shortcodes are similar to Templates. They can contain text, images, media and placeholders.

Each has a unique identifier code and they can be inserted within any email using double square brackets: [[ ]]

Shortcodes can greatly improve your productivity. They can be used to insert a regularly used paragraph or block of text in any email. A typical use would be for a product description – this allows the user to simply enter [[ and then select from a drop-down menu of all product descriptions in order to enter the relevant text in the email.

To add a Shortcode, first select the Communications menu:

Select the Communications menu

Then select the "Short codes" tab, click the + button and pick "Short Code":

Select the Shortcodes tab and click the + button to add a Shortcode

Give the Shortcode a "Name" and a "Unique code" (capital letters, digits, . and _; it must be unique in the workspace). Try to make the code self-explanatory, so you know which shortcode to select when composing your emails. Then simply enter the text. You can add images, media, tables and format your text as you wish. Just type $ to insert a placeholder.

Add a name and unique identifying code. Then add your text.

Tick "Share with workspace" if other users in your workspace should be able to use it, then save the Shortcode. Each saved shortcode has a small menu with "Clone", "Edit" and "Delete". A shortcode can be changed by its author and by admins. There is no limit on the number of shortcodes.

In the edit email popup, you can use a shortcode in the email body by simply typing [[ at any time. Select the required shortcode from the list and the shortcode text will be inserted into the email.

Still stuck?Ask the ProspectSafari team and we will help you get going.Ask a question

We only use your details to reply to you.