What this does: Dynamic fields are placeholders that automatically insert real information like a client’s name, the request owner’s name, or a due date – into your request’s welcome message or email text. Instead of manually typing “Dear Sarah” for each request, a dynamic field inserts the contact’s name automatically when the request is sent. This saves time and makes communications feel more personalised.

Where dynamic fields can be used

  • The request’s Welcome Message (the introductory text clients see when they open a request)
  • Individual field instructions
  • The email subject and body used when sending the request

Available dynamic fields

  • Contact fields: contact first name, last name, full name, company name
  • Request fields: request name, due date, request owner first name
  • Custom dynamic fields: additional fields you define in Global Settings (e.g. a second phone number or a custom label)

How to insert a dynamic text

  1. Open your request in the Request Builder.
  2. Click on the Welcome Message area (or go to the email settings when sending).
  3. Position your cursor where you want the dynamic content to appear.
  4. Click the Insert Dynamic text found at the bottom of the field.
  5. Select the field you want to insert – for example, Contact First Name.
  6. The placeholder tag appears in your text and will be replaced with the actual value when the request is sent.

You can also insert a Dynamic Field with a right click (or Control click on a Mac).

Setting up custom dynamic fields

If the built-in dynamic fields don’t cover what you need, Account Owners can create custom ones in Global Settings → Dynamic Fields.

  1. Go to Global Settings → Dynamic Fields.
  2. Click Add Field.
  3. Give the field a name and define what it collects.
  4. Save. The custom field will now appear in the Dynamic Fields menu inside the Request Builder.