Introduction

wolkvox CRM allows you to use dynamic variables in wolkvox CRM to automatically insert record information into different fields or templates, such as in emails, with the aim of personalizing communication and automating processes.

Variables in wolkvox CRM are placeholders that are automatically replaced with the actual data from a record. These variables allow users to create generic templates, such as emails or messages, that are individually personalized for each client or case. The availability of the variables depends on the module in which they are used and the available fields in each one.

Variables

    Variables in wolkvox CRM are identified with the syntax [wolkvox_fieldname] and must be used according to the module and field availability. Below is a detailed list of the variables available by module:

Leads Module

    [wolkvox_Email], [wolkvox_Contact], [wolkvox_names], [wolkvox_Identification], [wolkvox_Company], [wolkvox_Telephone], [wolkvox_Email], [wolkvox_status], [wolkvox_cellphone], [wolkvox_email_secondary], [wolkvox_website], [wolkvox_Address], [wolkvox_City], [wolkvox_postcode], [wolkvox_Country], [wolkvox_Description], [wolkvox_Companies], [wolkvox_quantity_of_employees].

Contacts Module

    [wolkvox_idcontact], [wolkvox_namecontact], [wolkvox_telephonecontact], [wolkvox_emailcontact].

FAQ Module (Questions and Answers)

    [wolkvox_questions], [wolkvox_answers].

Products Module

    [wolkvox_product_name], [wolkvox_product_code], [wolkvox_active_product], [wolkvox_product_category], [wolkvox_commission_percentage], [wolkvox_unit_price], [wolkvox_existing_quantity], [wolkvox_description].

Opportunities Module (Business)

    [wolkvox_Contact], [wolkvox_Company], [wolkvox_Amount], [wolkvox_Expected_amount], [wolkvox_business_closing_date], [wolkvox_Name].

Forecasts Module

    [wolkvox_periodObjectives], [wolkvox_StartOfFiscalYear], [wolkvox_targetField].

Accounts Module (Companies)

    [wolkvox_idcompany], [wolkvox_namecompany], [wolkvox_telephonecompany], [wolkvox_emailcompany], [wolkvox_user_email].

Cases Module

    [wolkvox_caseType], [wolkvox_companyId], [wolkvox_companyIdentification], [wolkvox_companyName], [wolkvox_contact], [wolkvox_contactEmail], [wolkvox_contactId], [wolkvox_contactIdentification], [wolkvox_contactTel], [wolkvox_description_case], [wolkvox_idCase], [wolkvox_idPrefijo], [wolkvox_prefix], [wolkvox_reOpened], [wolkvox_timeEstimated], [wolkvox_usuario_creacion], [wolkvox_ownerMail], [wolkvox_ownerName], [wolkvox_responsibleName], [wolkvox_responsibleMail], [wolkvox_priority], [wolkvox_status], [wolkvox_closeDate], [wolkvox_solution].

Custom Modules

    For custom modules or additional fields in the default modules, the variable containing the field information is constructed with the following syntax: [wolkvox_fieldname].