If you’re constantly copying and pasting links into emails in Dubsado… this one’s for you.
There’s a better, cleaner, faster way — and it all comes down to one of my favorite features: custom mapped smart fields. These little gems help me automate link sharing for every project without me having to touch a single email.
Here’s how it works (and how you can use it in your own setup 👇).
Custom mapped fields are exactly what they sound like — fields you create in your Dubsado project settings that are tied to your client’s project, not just their contact info.
Unlike the built-in smart fields (like {{client.firstName}}), these are fields you define — and they’re GOLD for things like:
During a full Dubsado setup, I’m usually working in:
Rather than dropping those links manually into emails each time I need to share them, I create custom smart fields in the project setup like this:
Client Journey Google Doc
Form Review Link
Then, I input those URLs once at the beginning of the project.
Once those fields are set, I reference them in my canned emails using a button, — but instead of a URL, I input the smart field as where the button goes.
Now, whenever this email is sent through a workflow, that button automatically pulls the correct link from the project — no edits needed, no forgotten attachments, no frantic last-minute copy/pasting.
Here’s a quick step-by-step:
{{job.mappedFields.client_journey_link.value}}
but “client_journey_link” will be replaced with whatever you named your smart field).