How to Add Personalization in SendSites
By Declan · Updated May 2026
Use personalization tokens to automatically populate recipient and agent details in your proposal text, so a single template adapts to every buyer.
Personalization tokens let you drop dynamic placeholders into any text block — greetings, intro paragraphs, email signatures — so the proposal automatically renders the right recipient name, agent email, or phone number on send. Set them up once in your master template and stop retyping client details for every proposal.
Select your text block
Click directly inside the paragraph or text block where you want the dynamic content to appear. This puts the block into edit mode and reveals the formatting toolbar.
Position your cursor
Move the text cursor to the exact spot where the token should render — for example, right after Welcome in a greeting line, or inside your email signature.
Open the token menu
On the floating formatting toolbar, click the Personalization icon (the silhouette graphic). A dropdown opens with the available token fields.
Insert the token
The menu is split into two groups: Recipient Info and Agent Info. Click the field you want to insert. An orange-tinted token tag drops into your copy at the cursor position.
The orange highlight only shows in the editor. When the proposal is sent, the token is replaced with the actual recipient or agent value.
Available tokens
You can choose from two categories of system tokens:
Recipient Info: First Name, Last Name, Company Name, Email Address.
Agent Info (your details): First Name, Last Name, Email Address, Mobile Phone.
How tokens populate on send
Agent tokens pull from your active profile settings — whatever is saved on your user account is what renders to the buyer.
Recipient tokens map to the contact details you enter on the dispatch page when you send the proposal. Fill in the recipient’s name and email at send time, and every recipient token across the SendSite updates to match.
Build personalization into your master templates once. Every proposal cloned from that template inherits the tokens, so your sales team gets personalized copy without touching the text.
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