1. Where to edit
- Message tab → message.txt
- Settings → SUBJECT
- Attachment HTML/PDF templates under pxmailer/
- Help tab shows the searchable placeholder list
2. Common lead placeholders
- email — recipient address
- leadname / name — recipient name
- company — company field from leads
- Prepare leads as email|name|company lines or JSON
3. Links and QR
- Put links in links.txt (one per line)
- Use the link placeholder to rotate values
- Use qrcode or qrcode_base64 to embed a QR of the active link
- For private links, set PRIVATE_LINK_BASE_URL and PRIVATE_LINK_ACCESS_CODE, then use private_link
4. Sender and date tokens
- sender name / sender email tokens for dynamic From display
- date / time style tokens for timestamps
- domain-related tokens when rotating sender domains from domains.txt
5. Advanced expressions
- Sudo expressions can call built-in helpers and plugin methods
- Auto-call style functions can run generators in templates
- Custom [VAR ...] lines in Plugins & Variables create reusable values
- Plugin example: enable [USE sender_name] then call its generator from the template
6. Brand images
- Put files in pxmailer/images/ and brand_images/
- Reference CID images in HTML
- Enable Office branding options when you need logo banners/tiles
7. Test personalization
- Use a 2–3 lead test list with different names
- Send to yourself first
- Check subject, body, links, and attachments all replaced correctly
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