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Email Builder: Visual Design, Merge Tags, and Smart Fallbacks

Email Builder: Visual Design, Merge Tags, and Smart Fallbacks

Crafting personalized emails should be fast and foolproof. The new visual email builder paired with a searchable merge tags picker and smart fallback values means your team creates professional, personalized emails in minutes — without worrying about broken variables or blank fields.

What's New

  • Visual Email Builder: A new drag-and-drop email builder lets you design professional emails visually. Add sections, images, buttons, and text blocks without touching code. Test emails render system variables correctly so you can preview exactly what contacts will receive.

  • Searchable Merge Tags Picker: A categorized, searchable dropdown in the email builder makes inserting merge tags effortless. Tags are grouped by category (contact info, company details, custom fields) so you can find the right variable in seconds instead of memorizing tag syntax.

  • Alternative Variable Values: Set fallback values for merge variables that fire when the primary value is blank. If a contact doesn't have a first name, your email says "Hi there" instead of showing an empty blank. Works across email, SMS, and workflow messages.

  • Assignee Variables: A new Contact/Assignee toggle in the variable picker lets you insert assignee-specific merge tags. Personalize messages with the assigned team member's name, email, phone, or any other profile field — perfect for "Your account manager is..." messages.

  • Click-to-Copy Variables: Click any variable text in the builder to copy it to your clipboard with a toast confirmation. No more selecting, copying, and hoping you got the right syntax.

  • Email Body Preview in Messaging Logs: View the full rendered email body directly in your messaging logs. See the exact email your contact received, with formatting and images intact.

  • CSS Parsing for Message Logs: Email content in messaging logs now renders with proper CSS styling, so you see the email as it was delivered — not as raw HTML.

Why This Matters

Emails That Convert: The visual builder and merge tags picker remove the friction between having a great email idea and executing it. Personalized, professional emails in minutes — not hours.

Never Send a Broken Variable: Alternative values and click-to-copy eliminate the two most common personalization failures: blank variables and syntax errors. Every message reads naturally, every time.

Full Send Visibility: Email body preview and CSS parsing in messaging logs mean you can verify exactly what was sent to any contact. Debug deliverability issues with full context.

Workflow Personalization: Smart Automation That Feels Human

Workflow Personalization: Smart Automation That Feels Human

Generic outreach is dead. We've added powerful personalization across your entire workflow builder—from dynamic AI questions to personalized emails that automatically insert contact details. Your automation can now feel as personal as a 1-on-1 conversation.

What's New

  • Contact Variables Everywhere: Use {{first_name}}, {{email}}, {{company}}, or any custom field directly in your workflows. Personalize every touchpoint without lifting a finger.

  • Dynamic Ask & Save Questions: Your AI agent can now ask "Hi {{first_name}}, are you still interested in {{product}}?" instead of generic questions. Works in voice and chat.

  • Personalized Email Automation: The Email Node now supports variables. Write one template, automatically personalize it for every contact: "Hi {{first_name}}, following up on our call about {{topic}}."

  • Smart Calendar Auto-Retry: Booking failed? The Smart Calendar Node now automatically retries with alternative time slots instead of giving up after one attempt.

  • MMS Image Support: Send product images, flyers, or screenshots directly in SMS workflows. Upload once, send to thousands.

  • Gmail Workflow Triggers: Forward emails to your Votel inbox to automatically trigger workflows. Perfect for support tickets, lead notifications, or custom automations.

Why This Matters

Personalization at Scale: Send 1,000 messages that feel like 1,000 individual conversations. Variables let you automate without sounding robotic.

Higher Response Rates: Personalized messages get 26% higher response rates. Now every email, SMS, and AI question is tailored to the recipient.

Smarter Follow-Ups: Auto-retry on calendar bookings means fewer missed appointments. Image support in SMS means richer, more engaging conversations.

Set It and Forget It: Build your workflow once with variables, then let it run. Whether you have 10 contacts or 10,000, the system handles personalization automatically.