New tags for nippier emails

29 August 2019

Making everyday jobs easier is what we’re all about, so we just wanted to let you know about a handy update we’ve made to our email templates. From today, you’ll be able to send your emails faster thanks to a few nifty new email tags. Let’s take a look.

What are email tags?

Think of them like shortcuts, or signposts, that tell YourTradebase to pull information into your email from elsewhere. They save you looking up and typing out the same details again and again, making it quicker and easier to get your admin done. You can use them in your estimates, quotes, jobs and invoices – and now in your templated emails too. The new ones look like this…

Customer address

Drop the {{customer_address}} tag into your email templates, and whenever you’re emailing a customer through YourTradebase, we’ll automatically find and drop in their address. It’ll appear on one line, like this:

Job address

Want to add job addresses into your emails? No problem. The {{job_address}} tag does just that. Add the tag to your email templates and we’ll swap it out for the address of the job, which you’ll see on one line, like this:

Job start date

Using an email template to send a customer a job update? Or to let them know when you’re starting on site? Just add the new {{job_start_date}} tag and we’ll replace it with the first work date you’ve got in your schedule for that job. Easy. You’ll see it on screen like this:

More tips on tags

For a guide to all the email tags you can use in YourTradebase – and how to do it – head over here: https://help.yourtradebase.com/article/69-using-tags-in-your-email-templates

And if you’d like to learn more about using email templates, we’ve got you. Here’s a quick how-to: https://help.yourtradebase.com/article/79-using-email-templates

That’s it! These tags are live and ready for you to use in your email templates today. Happy tagging!

By Adam Austin

Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love. yourtradebase.com

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