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Using tags in your email templates

Automatically insert dynamic content into your email templates with email tags

Tags allow you to insert dynamic content into your email templates, allowing you to personalise your emails with relevant content or data.

It saves you time, saves you from typing and let’s you easily personalise each email you send.

For example, if you want to make sure your email starts with “Hello [your customers name]”, you can enter “Hello {{customer}}” and your email will automatically replace {{customer}} with the relevant name.

animated-email-tags

What tags can I use?

All tags

These tags are available to use within all email templates:

{{company_name}} Enters your company name.
{{customer}} Enters the customer’s name.

Quote/estimate tags

Available to use within all quote or estimate email templates:

{{amount}} Enters the total amount of the attached quote.
{{quote_title}} Enters the title of the attached quote (Estimate, Quotation, Proposal etc)
{{quote_ref}} Enters the reference of the attached quote

Invoice tags

Available to use within all invoice email templates:

{{amount}} Enters the total amount of the attached invoice.
{{balance}} Enters the balance due (invoice amount – payments received) for the attached invoice.
{{days_overdue}} Enters how many days the attached invoice has been overdue.
{{due_date}} Enters the due date of the attached invoice.
{{invoice_ref}} Enters the reference of the attached invoice.
{{job_amount}} Enters the total amount of the job the attached invoice belongs to.
{{payments}} Enters the total amount of payments received for the attached invoice.

Visit tags

Available to use within all visit email templates:

{{assigned_to}} Enters the name of the person assigned to the visit.
{{visit_date}} Enters the start date of the visit in format: 31st October 2015
{{visit_time}} Enters the start time of the visit in 24hr format: 11:12
{{visit_end_date}} Enters the end date of the visit in format: 31st October 2015
{{visit_end_time}} Enters the end time of the visit in 24hr format: 11:12
{{location}} Enters any location added for the visit.
{{job_ref}} Enters any job reference for the visit.

Last updated: 12th December 2016

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