Article Summary
Use placeholders in your content library to create reusable responses that automatically adapt to each customer. Insert [Customer] in your source content, and AutoRFP replaces them with actual values during projects. When responses are approved, they save back to your content library with original placeholders intact for future reuse.
Estimated Time
5 minutes
Prerequisites
Content Manager or Admin permissions
Content ready to upload or edit
Step-by-Step Instructions
Step 1: Add Placeholders to Your Content Library
Navigate to Content Management.
Create new content or edit existing content.
Insert placeholders directly into your content text:
[Customer]- Will be replaced with customer's name
🙋🏽 How do I update my content library to include placeholders?
If you’ve imported content that includes actual customer names instead of placeholders, you can easily update them after the import using the Find & Replace feature. This tool allows you to quickly and efficiently make bulk updates across your content library—saving time and ensuring consistency throughout your materials.
To learn more about how to use the Find & Replace feature, please refer to this article for detailed instructions and best practices.
Step 2: Save Content to Library
Complete your content entry with placeholders included.
Save the content to your content library.
Placeholders remain in the stored content exactly as typed.
Step 3: Use Content in Projects
Create a new project with customer name and project name specified.
AutoRFP generates responses using your content library.
When content with placeholders is used, AutoRFP automatically:
Replaces
[Customer]with the customer name from project details
Responses display with actual values during project work.
Step 4: Approve Responses
Review the response with populated placeholder values.
Edit as needed.
Submit and approve the response as usual.
Important: When approved, the response saves back to your content library with original placeholders intact, NOT with the actual customer name.
Step 5: Reuse Across Projects
The same content with placeholders can be used in future projects.
Each new project automatically populates placeholders with new customer information.
No manual editing required to personalize for each customer.
💡 Tips & Best Practices
Verify customer name is correct in project details
Review generated responses to confirm placeholders populated correctly
Avoid placeholders in technical specifications that don't need personalization
✋🏼 Common Mistakes to Avoid
Typing placeholders incorrectly (missing brackets, wrong capitalization, extra spaces) - won't be replaced
Using placeholders in content that requires customer-specific details - some content shouldn't be templated
Need Help?
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📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en