Template Roles and Why You Need Them

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    Bruce Fillmore

    How to delete roles not being used?

    How to add additional variables to roles?

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    Rocky Dohmen

    Hi Bruce,

    You can delete roles from within a Template, click on 'Manage' near the top right of the screen, click on the role, and then select 'Delete'

    Roles variables are already pre-set and tied to the Contact card found in contacts, so there is no way to add additional variables that will actually automatically populate (unless you are using a CRM). But you can just create roles any time by typing a left bracket and then the word/phrase followed by a right bracket. For example: [Client.ShoeSize] - more on custom variables can be found here

    Cheers!

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