Email template fields

Email template fields

When adding fields to a template, enclose them in [[ and ]]. For example, to use the customer name in a template, write [[CustomerName]].

Customer fields

  1. CustomerFirstName
  2. CustomerLastName
  3. CustomerMiddleInitial
  4. CustomerCompanyName
  5. CustomerAccountNumber
  6. CustomerName = The display name for the customer, for example "Joe Smith"
  7. CustomerPrimaryPhone
  8. CustomerPrimaryEmail
  9. CustomerBillingAddress = The billing address for the customer. This address will span multiple lines.
  10. CustomerShippingAddress = The primary shipping address for the customer. This address will span multiple lines.
  11. CustomerLeadSource
  12. CustomerTerms
  13. CustomerAppointmentType
  14. CustomerLocation
  15. CustomerType
  16. CustomerSalesRepFirstName = The first name of the sales rep that is assigned to the customer, for example "Mary"
  17. CustomerSalesRepLastName = The last name of the sales rep that is assigned to the customer, for example "Jones"
  18. CustomerSalesRepName = The full name of the sales rep that is assigned to the customer, for example "Mary Jones"
  19. CustomerSalesRepEmail
  20. CustomerSalesRepPhone
  21. CustomerInstallerFirstName
  22. CustomerInstallerLastName
  23. CustomerInstallerName = The full name of the installer that is assigned to the customer, for example "Jack Black"
  24. CustomerInstallerEmail
  25. CustomerInstallerPhone

Order fields

When using the customer template fields on a template that will be attached to a quote or sale, the customer fields refer to the customer attached to the quote or sale.
  1. OrderType = The word Quote or Sale.
  2. OrderNumber
  3. QuoteCreatedOn = The date/time when the quote was created.
  4. QuoteUpdatedOn = The date/time when something was last updated on the quote.
  5. SaleCreatedOn = The date/time when the quote was created.
  6. CreatedOn = The date/time when either the quote or sale was created, based on if the entity is a quote or sale.
  7. OrderSidemark
  8. OrderCustomerPONumber
  9. OrderSubtotal1
  10. OrderSubtotal2
  11. OrderTotal
  12. OrderBalance
  13. OrderTerms
  14. OrderInstallerName
  15. OrderInstallerEmail
  16. OrderInstallerPhone
  17. OrderSalesRepName
  18. OrderSalesRepEmail
  19. OrderSalesRepPhone
  20. OrderIsRGA
  21. OrderTax
  22. OrderPayments
  23. OrderDeliveryRange
  24. OrderDiscounts
  25. OrderSurcharges
  26. InstallationAddress
  27. CustomerFirstName
  28. CustomerLastName
  29. CustomerMiddleInitial
  30. CustomerCompanyName
  31. CustomerAccountNumber
  32. CustomerName
  33. CustomerPrimaryEmail
  34. CustomerPrimaryPhone
  35. CustomerBillingAddress
  36. CustomerShippingAddress
  37. CustomerSalesRepFirstName
  38. CustomerSalesRepLastName
  39. CustomerSalesRepEmail
  40. CustomerSalesRepName
  41. CustomerSalesRepPhone
  42. CustomerInstallerFirstName
  43. CustomerInstallerLastName
  44. CustomerInstallerEmail
  45. CustomerInstallerName
  46. CustomerInstallerPhone
  47. CustomerLeadSource
  48. CustomerTerms
  49. CustomerType

User fields

These fields apply to the user that is sending the email.
  1. UserFirstName
  2. UserLastName
  3. UserEmail
  4. UserAddress1
  5. UserAddress2
  6. UserCity
  7. UserState
  8. UserZip
  9. UserCountry
  10. UserAddedOn
  11. UserName
  12. UserAddress = The full address for the user. This address will span multiple lines.

Site fields

  1. SiteName = The name of the site as seen in the header, for example "My Blind Store"
  2. SiteSubdomain = The name of the subdomain used in the URL, for example "blindstore"
  3. SiteID = The unique number that identifies your site, for example 7493739
  4. SiteURL = The URL used to access your site, for example "https://blindstore.solatech-dos.com"

Account fields

  1. ​AccountName = The name of the account, for example "My Blind Store"
  2. AccountEmail = The email address for the account, for example "sales@myblindstore.com"
  3. AccountPhone = The phone number for the account, for example "123-3455-3939"
  4. AccountFax = The fax number for the account, for example "737-383-1843"
  5. AccountWebSite = The web site for the account, for example "myblindstore.com"
  6. AccountBillingAddress = The billing address for the account. This address will span multiple lines.
  7. AccountShippingAddress = The default shipping address for the account. This address will span multiple lines.

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