Hello, my name is Chris. In this article, I’ll give you a high-level overview of shortcodes and how they’re used in email and text templates inside LeadCenter.
Shortcodes pull in fields from a contact, appointment, or event.
This lets you automate emails and text messages without needing to manually enter names, dates, or other details each time.
When you sign up for LeadCenter, the platform includes built-in templates for both email and SMS.
Example:
Here’s the 24-hour appointment reminder email. You can see the name, the subject line, and the body of the message. Inside both the subject and message body, shortcodes are used to personalize content.
You’ll notice shortcodes throughout the email. They are usually surrounded by parentheses.
For example:
In the Email Template Editor, click the Shortcodes button.
This opens a full list of available shortcodes organized by category.
You’ll find several sections of shortcodes, each related to different types of data you can use in emails or texts:
If you’ve added custom fields to your contacts, those will also appear here as additional shortcodes.
You can insert any shortcode into your message:
That’s a quick overview of how shortcodes work in both email and SMS templates inside LeadCenter.
Thank you!
Hello, my name is Chris. In this article, you'll learn how to create email templates for event confirmations, reminders, and follow-ups in LeadCenter.
When setting up an event, you can configure automated emails that go out when:
You can also configure reminder emails for upcoming events with options to send them:
Both text and email templates can be customized for these reminders.
Additionally, you can create follow-up emails that automatically send to the client after the event, based on their registration status.
For example, a follow-up message can be sent one day after the event.
To create your event email templates:
You’ll see preloaded templates ready to customize.
For example, the Registration Confirmation Email template is preloaded and can be set to send automatically to clients when they register for an event.
In the email body, you’ll notice the use of shortcodes.
These placeholders are automatically replaced with event and client information.
To view available shortcodes:
Important Notes:
Event shortcodes work only in event confirmation emails, reminders, and event follow-ups.
You’ll find fields such as:
Including confirmation and cancellation links in your emails allows clients to easily confirm or cancel their attendance.
Using shortcodes saves you time and ensures each message contains the correct event information for every recipient.
Once you’re happy with your template:
When you’re ready to use the template:
This helps confirm you’ve selected the correct version.
That’s how you create and apply event email templates for confirmations, reminders, and follow-ups in LeadCenter.
Thank you!
Hello, my name is Chris. In this article, you'll learn how to create calendar and appointment email templates in LeadCenter.
From your calendar, click on Settings.
There are several sections where you can configure email templates for different appointment-related scenarios.
For example:
Each reminder template can be previewed here.
You can also configure templates for:
Email templates can also be used in shared calendars and public calendars.
Example:
Under Public Calendars, when you click Edit, you’ll see a field where you can assign a confirmation email template specific to that public calendar.
The same applies to shared calendars.
To edit or create a new appointment email template:
When you apply this filter, you’ll see system-provided templates that are preloaded for appointment communications.
Example:
If you open the 24-Hour Appointment Reminder Template, you’ll see its subject and message content.
This is the standard reminder sent 24 hours before an appointment.
When editing or creating templates, the key is to use shortcodes.
These automatically personalize your messages with client and appointment details.
This template uses shortcodes for:
To access available shortcodes:
The shortcodes are grouped by category.
An important category is Calendar Shortcodes, which are used specifically for appointment and calendar-related communications.
Note:
These shortcodes won’t function in general emails or email marketing campaigns.
They only work in appointment confirmations, reminders, client review reminders, and follow-up emails.
There are more than 15 appointment shortcodes you can include, such as:
Three key shortcodes to include are:
These give your clients the ability to:
Including these links helps reduce no-shows and improves scheduling flexibility.
There’s also a Host Calendar Link shortcode that lets you include a link so recipients can easily book another appointment with the calendar owner.
Once you’ve added your shortcodes and finalized the content:
After that:
Note: The dropdown will only show templates categorized under Appointments.
Once your template is ready, assign it from the calendar settings under the appropriate Reminder or Confirmation section.
That’s how you create, edit, and assign appointment email templates in LeadCenter.
Thank you!
Hello, my name is Chris. In this article, you'll learn how to create a new email template using the text editor in LeadCenter.
To create a new email template, which can be used for email marketing or transactional emails:
This opens the Email Templates page.
Click New Template, then select either Text Editor or Visual Editor.
This guide will show you how to create an email using the Text Editor.
Click Text Editor to open it.
You can now begin creating your template:
Use the buttons to insert either your shared signature or your personal signature.
Example:
You can use the toolbar above for rich text formatting and editing.
There’s also an option to switch to the HTML editor, which allows you to paste HTML code built in an external email editor.
In this example, the email will be typed directly in the text editor.
To personalize your email with dynamic fields, you can insert shortcodes.
To insert a shortcode for the recipient’s first name:
If you plan to use this email in email marketing, there are two mandatory shortcodes you must include.
Under Email Configuration Shortcodes, insert:
Both are required by all email marketing systems to meet deliverability and compliance standards.
Example:
When using LeadCenter email marketing, these fields must be included in the template to allow the email to be sent successfully.
You can:
Use the Image button to insert images into the message.
You can also switch to the HTML Editor to insert or view your source code.
After making any changes, click Save to save the email.
Once saved, the email template can be used for:
When building templates for appointments and events, note that:
These apply to:
This is a high-level overview of how to create email templates using the Text Editor in LeadCenter.
Thank you!
Hello, my name is Chris. In this article, you'll learn how to configure a sending email address for a shared email account in LeadCenter.
Setting this up allows your firm to send emails from a professional, branded address across confirmations, reminders, and automated communications.
Before proceeding, make sure a sending domain is already configured and verified.
If it’s not verified, refer to the video or guide on Setting Up a Sending Domain before continuing.
Once your domain is verified, you can begin adding sending email addresses.
LeadCenter allows you to create multiple sending addresses for different purposes, such as newsletters, event communications, or appointment reminders.
To add a new sending address:
Next, fill out the following details:
Contoso Newsletternewsletter@yourdomain.comsupport@leadcenter.aiTip:
You don’t need to include the domain in the From or Reply-To fields — LeadCenter automatically applies the selected domain.
Enter a valid physical mailing address.
This address is required to comply with email regulations and will be associated with your sending account.
Be sure to include:
Once all fields are completed:
Your new sending email address will now be added and ready for use.
You can now use this address for:
That’s how you configure a sending email address for a shared email account in LeadCenter.
By setting this up, your firm can send branded and compliant emails from a verified domain, improving both professionalism and deliverability.
Thank you!
Hello, my name is Chris. In this article, you'll learn how to set up a custom sending domain under the LeadCenter Email Marketing subscription for a shared email account.
A custom sending domain helps you send professional, authenticated emails directly from your own domain — improving deliverability and trust with recipients.
A custom sending domain authenticates your outgoing emails using your organization’s domain instead of the default @leadcenter.ai domain.
This setup:
Important:
Setting up a sending domain does not give LeadCenter access to your domain.
It simply verifies authorization through DNS records, which you control.
If your account includes the LeadCenter Email Marketing subscription, you’ll see a Domain Setup section where you can begin configuration.
contosowealth.comThe domain will appear with the status Pending Verification until you complete the DNS setup.
These records typically include:
Once these records are added correctly, email providers can verify that messages sent through LeadCenter are authorized to use your domain.
⚙️ Note:
The records rarely change and remain valid unless removed or modified in your DNS.
Some DNS providers require that the hostname include your full domain name.
For example:
If the record provided in LeadCenter is:
Host: LCM1._domainkey
Your DNS provider may require:
LCM1._domainkey.contosowealth.com
For provider-specific details, open the Help Article titled Email Custom Sending Domain.
It includes setup examples for:
Once the records are added:
If everything is configured correctly, you’ll see:
If you need assistance:
They’ll receive an email with all necessary DNS setup details to complete the configuration.
That’s how you set up a custom sending domain in LeadCenter.
Once verified, your organization can send emails from your own domain, improving brand consistency and deliverability across marketing and transactional messages.
Thank you!
Hello, my name is Chris. In this article, you’ll learn how to use the Shared Email Account feature in LeadCenter.
This feature lets you send emails using your own domain and email accounts instead of the default system email.
By default, LeadCenter sends emails from:
no-reply@leadcenter.ai
Using the Shared Email Account feature, you can configure LeadCenter to send messages directly from your own email address or domain, such as info@yourcompany.com.
This provides better brand consistency, higher deliverability, and more professional communication.
This page contains all configuration options for connecting your preferred email provider or LeadCenter’s built-in email system.
Shared email accounts are used across multiple LeadCenter modules, including:
This centralized setup ensures all system-generated and campaign-based emails are sent consistently from your chosen address.
LeadCenter supports three main connection types for sending emails:
Each option has its advantages and limitations.
Why this is recommended:
Standard email providers like Microsoft, Google, and Yahoo may suspend accounts used to send mass identical emails, since their systems are designed for individual or transactional messages — not marketing campaigns.
They also impose sending limits per second, which can cause delivery failures.
SMTP connections are best for smaller-scale use and personal communication workflows.
To activate LeadCenter’s built-in email system:
After subscribing, choose LeadCenter Email Marketing from the options list to enable it as your shared email account.
If you prefer to use your own mail provider:
Future setup videos cover these connection methods in more detail.
To summarize:
Once configured, all LeadCenter modules — including appointments, events, and workflows — will send emails from your verified address.
Thank you!
Hello! In this guide, you’ll learn how to create and manage email templates in LeadCenter.ai.
Email templates allow you to automate consistent, personalized communication for marketing, appointments, events, workflows, and client follow-ups.
Email templates can be used throughout LeadCenter, including:
Using templates ensures your messaging stays on brand and saves time across multiple communication channels.
There are two main ways to open the Email Templates screen in LeadCenter:
Either path will take you to the full list of email templates.
To create a new template:
DemoTemplate.The email editor includes a rich text editor and an optional HTML editor for advanced customization.
Example:
If you type text like:
Hello, thank you for attending our seminar.
Then click Source Code, you’ll see the same text as HTML. Clicking Source Code again returns you to regular view.
You can add either:
To insert one, click the Insert Signature button and select which type you want to use.
Short codes dynamically insert contact or system data into your emails — such as names, dates, or event details.
For example:
Hello {{Contact.FirstName}},
Following up on your retirement plan.
When the email is sent, the shortcode automatically fills in the contact’s actual name.
When your email is ready:
Your new email template can now be used in:
| Step | Action | Description |
|---|---|---|
| 1 | Access Email Templates | From the Marketing Dashboard or Settings. |
| 2 | Create New Template | Add a name, category, and subject line. |
| 3 | Compose Email | Use the text editor or switch to HTML mode. |
| 4 | Add Signature | Insert shared or personal signature. |
| 5 | Use Short Codes | Personalize messages automatically. |
| 6 | Save Template | Finalize your email for future use. |
If you prefer a drag-and-drop visual builder, LeadCenter also offers a Visual Email Builder, covered in a separate tutorial.
By using email templates in LeadCenter, you can send consistent, professional, and personalized messages — improving communication efficiency and engagement with your clients.
Thank you!
