Variables

Enhance client interactions with dynamic variables

Use variables in Collect to personalize and optimize your client experience

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Illustration showing a client portal hosted on a custom domain
Variables

Customize emails and portal wording

With Collect, you can use variables to tailor the wording in your emails and on your client portal. This level of personalization helps create a more engaging and relevant experience for your clients, enhancing their overall satisfaction.

Variables

Display relevant elements dynamically

Utilize variables to implement conditional logic on your client portal. This allows you to determine which elements should be displayed based on specific conditions, ensuring that your clients only see the most relevant information.

Illustration showing emails sent from a custom domain
Illustration showing custom CSS applied to a client portal
Variables

Leverage CRM, Zapier, and API data

Connect Collect to your CRM, Zapier, or an API to sync data that can be used as variables. This seamless integration ensures that your client interactions are always up-to-date and based on the latest information, providing a cohesive and efficient experience.

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