Overview
We’ve added the ability to customize document names dynamically in the Journey Builder when selecting a document template!
This feature allows you to personalize the file name of PDF documents delivered to customers by using variables. The name entered here is the one displayed to the customer when they receive the document and is also visible in the Helpdesk.
For example: If you use the Customer Name variable, the file will be named with the customer’s name (e.g., JohnDoe) for a more personalized touch.
How It Works ?
Setting the PDF Name:
While configuring the document template in the Journey Builder, you can specify a name for the PDF document.
The name you enter here will be displayed to the customer when the file is delivered.
Using Variables:
You can insert variables into the document name for dynamic personalization.
Example: If you include the
{{customer.name}}variable in the name field, the PDF will automatically be named with the customer’s name.
Visibility in Helpdesk:
The same file name will be displayed in the Helpdesk, ensuring consistency for agents and customers.
Benefits
Enhanced Personalization:
Dynamically name PDFs for a personalized customer experience.
Consistency Across Channels:
The same document name is reflected in both the customer’s view and the Helpdesk, simplifying tracking and communication.
Streamlined Workflows:
Eliminate manual renaming of documents by leveraging variables.
FAQs
Q1: Is the PDF name mandatory for a document template?
A: Yes, specifying a PDF name is mandatory when configuring a document template.
Q2: What happens if a variable in the PDF name has no value?
A: If a variable has no value, the document will be sent with the default name "document".
Q3: Can I use all recommended variables in the PDF name?
A: Yes, you can use all recommended variables to dynamically personalize the document name.
For further assistance or to raise feature requests related to Document Name in Templates , please contact [email protected].