Have you wondered how you may have certain information regarding your customers or their events to be pulled automatically on their proposals? This video will show you have how you may gather said information and how to use personalization tokens to include it in your event notes, contracts, and emails!

Firstly, you will want to know how to include your customers' and events' information within the proposal. All proposals are linked to a customer. That said, other than that, to pull information about the second customer or the event itself, you’ll first want to make sure that both, a second customer is linked to the proposal, and that all the event properties that you’d like to pull on your notes or contract are added to the event.

There are a few ways to do that, but one of the most popular ones is simply creating a proposal out of a submission form or merging the submission with an already added proposal. Another way to add properties to the event is simply typing them in right in, on the event properties within the hamburger menu, or even creating new properties if needed.

Once our customer and event properties are set, we are ready to apply tokens and personalization! Click on "personalization" and search for the token in question. If you’re unsure of its name, simply go back to the event properties to find it there. Now we just click on it to add it right where our cursor is placed.

You may add these tokens on event notes, contracts and emails. Once the tokens are set, you'll just want to click on "apply personalization" for the information to populate instead of the tokens. That said, when on proposals, you'll might want to let the tokens remain there, without applying personalization. The data is automatically is filled in the public view and the overview of the proposal anyways, and keep in the tokens in the workroom will allow you to duplicate the proposal with the tokens in case you'd need to!

you might also want to avoid clicking on the "apply personalization" button in case you may duplicate one proposal into a new one with the same tokens.