Enhance client interactions with dynamic variables
Use variables in Collect to personalize and optimize your client experience
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.
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.
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.
Start automating your onboarding today
Try Collect free for 7 days - with full access to our AI and integrations.
