Placeholders in TexAu: Create, Edit, and Manage

Placeholders are a versatile tool in TexAu that allow users to dynamically replace variables within templates and automations. This feature enables flexibility and customization, making your workflows more efficient and tailored.

1. Default Placeholders

Default placeholders are pre-configured variables provided by TexAu. These placeholders are commonly used across templates and automations to simplify the process of incorporating standard data inputs.

• Example:
  • {FirstName}, {LastName}, {CompanyName}
• Use Case: Quickly populate repetitive data fields in messages, emails, or workflows without manual entry.

Benefits:

• Saves time with pre-built placeholders.
• Reduces the risk of errors in data input.
• Standardizes commonly used variables.

2. Dynamic Placeholders

Dynamic placeholders are user-defined variables that allow you to incorporate specific data unique to your workflows. These placeholders can be updated or modified dynamically based on inputs or conditions.

• Example:
  • {CustomMessage}, {MeetingDate}, {FollowUpLink}
• Use Case: Personalize messages or emails dynamically for different recipients or scenarios.

How to Use:

1. Define your placeholder in the workflow or automation.
2. Assign a value or data source to the placeholder (e.g., Google Sheets, CSV, or API responses).
3. Use the placeholder in your templates to dynamically populate values.

Benefits:

• Tailor placeholders to specific use cases.
• Achieve high levels of personalization in automations.
• Seamlessly integrate data from external sources.

3. Create or Edit Placeholders

Creating and managing placeholders allows you to customize workflows further by adding new variables or modifying existing ones.

Steps to Create a Placeholder:

1. Navigate to the placeholder management section in TexAu.
2. Click Add Placeholder or Create New.
3. Enter a name for your placeholder (e.g., {DiscountCode}).
4. Assign a default value or leave it blank for dynamic assignment.
5. Save and start using it in your templates.

Steps to Edit a Placeholder:

1. Open the list of existing placeholders.
2. Select the placeholder you wish to edit.
3. Update the name, value, or other parameters.
4. Save changes to apply them across all relevant templates and workflows.

Benefits:

• Customize placeholders for specific workflows.
• Update placeholder values without editing templates manually.
• Simplify the reuse of variables across automations.

Key Benefits of Using Placeholders in TexAu

• Efficiency: Automate repetitive data entry tasks with placeholders.
• Scalability: Easily manage multiple placeholders across workflows.
• Personalization: Enhance user engagement with tailored outputs.
• Integration-Friendly: Import data from external tools like Google Sheets or APIs to populate dynamic placeholders.

Placeholders streamline the process of customizing and managing data within TexAu, making your automations smarter and more impactful.

Related Help Center Articles

1. Profile Variables – Learn how to combine profile variables with placeholders for enhanced customization.
2. Building Workflows – Discover how placeholders can streamline and personalize workflows.
3. Selecting Your Input Source in TexAu – Use placeholders to dynamically populate data from input sources.
4. Choose Your Output Mode – Configure outputs to include placeholder-based customizations.
5. How to Schedule Your Automation in TexAu – Set up automations that leverage placeholders for dynamic data.
6. How to Use TexAu Data Store – Manage placeholder-generated data efficiently in the TexAu Data Store.
7. Managing Security Settings – Secure your placeholder variables to protect sensitive information.
8. Support – Get assistance with creating, editing, and managing placeholders effectively.