Style here refers to changing the style of a text, such as: hyperlinking, bolding, italicizing, etc.
To style your text, use Markdown, a markup language to format plain text.
This differs depending on the CRM platform you use. We have listed down the most common ones here for your reference:
|
What customers see |
What you write |
|---|---|
|
[Link to Ultimate](https://www.ultimate.ai/) |
|
|
Italic |
*Italic* |
|
bold |
**bold** |
Other options can be found here.
CRM Specific Information
| CRM | Description |
| Zendesk |
You can use dynamic placeholder parameters such as {{ticket.requester.first_name}} to personalize content. Details on formatting text with Markdown can also be used to adjust the style of the message. |
| Salesforce | Read their article on formatting posts using Markdown for more details. |
| Freshdesk |
Use HTML tags to format the content.
|
