Email Placeholders
Updated 4 months ago
Email Templates can utilise Placeholders via the Insert placeholder dropdown to pull information from the record being sent and minimise manual data input.
We've included a list of them below, and their functions.
Global placeholders
These placeholders will work on any sales record, in both the Subject line and the email body text.
Email Placeholder | Function |
{FirstName} | This will display the First name of a customer, if this does not exist it will remain blank. |
{LastName} | This will display the Last name of a customer, if this does not exist it will remain blank. |
{Company} | This will display the Company name of a customer, if this does not exist it will remain blank. |
{Type} | If sending a Sales record, this will display the Record type such as "Tax Invoice" "Quote" as per Placeholder settings. |
{InvoiceNo} | If sending a Sales record, this will display the Record number. |
{InvoiceDate} | If sending a Sales record, this will display the Invoice/Quote/Booking Date. |
{CustomerPO} | If Sending a Sales record, this will display the Customer PO field. |
{Reference} | If Sending a Sales record, this will display the Reference field. |
{TotalAmount} | If Sending a Sales record, this will display the total amount on the invoice. |
{BalanceDue} | If Sending a Sales record, this will display the Balance due on the invoice. (Total amount - amount paid) |
{InvoiceDueDate} | If Sending a Sales record, this will display the Invoice Due Date in the Other tab. |
Body Text placeholders
These placeholders will work on any sales record, But only in the email body text.
Placeholder | Function |
{DateFrom} | If Sending a Sales Record, this will display the Booked From field, or the Hired-From field if applicable. |
{DateTo} | If Sending a Sales Record, this will display the Booked To field, or the Hired-To field if applicable. |
{DateTimeFrom} | Same As the {DateFrom} placeholder, but will also display the time. |
{DateTimeTo} | Same as the {DateTo} placeholder, but will also display the time. |
{StaffName} | If Sending a Sales Record, this will display the Staff member that is recorded against the Sales record. |
{InvoiceMessage} | If Sending a Sales Record, this will display the Invoice message field. |
{InvoiceText} | If Sending a Sales Record, this will display a preview of the invoice in text format. |
{PaymentLink} | When sent with Pin Payments enabled, this will display your Pin payments link. |
{InvoiceLink} | Same as {ViewButton}, but displays as a link instead of a button. |
{ViewButton} | If Sending a Sales Record, the View Button will send an electronic preview of your Quote/Booking/Invoice and mark it as Viewed once a customer opens it. |
{QuoteAcceptanceLink} | If Sending a Quote, the {QuoteAcceptanceLink} will give your customer an electronic preview, and give them the ability to accept and sign, in which case it will convert to a Reservation. |
{TermsAndConditions} | This will display your entire T & C's in plain text format from your Setup > Preferences > Terms & Conditions page. |