Email Placeholders

This article assumes you are familiar with the Email Templates help-doc.

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.


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