Email templates

Email templates - need to know

Email templates save time and standardize formal communications. You can create and use email templates for sending every document type.

See Setup>Email Templates> for a List of templates and their associated Documents.

The quickest way to learn how to create a template is to edit an example from the List.

Setup Email template

Create a new template for the associated Document

Setup>Email Templates>New Template and choose the Document type.

Template Name

Free text

Description

Free Text

From

A variable i.e. ${company_from_email}

Reply To

A variable i.e. ${company_from_email}

Subject

Free text, including variables

Copy to

A variable i.e. ${company_from_email}

Plain text

Send as plain text, probably ‘Courier’

Mail merge parameters (variables)

Parameter name
Description

Customers and Suppliers

${title}

Main contact title

${first_name}

Main contact first name

${last_name}

Main contact last name

${customer_login_id}

Login ID for customer portal

${customer_password}

Login password for customer portal

${balance}

The account balance

Lead

${first_name}

Main contact first name

${last_name}

Main contact last name

Customer/Supplier Payment

${amount_paid}

The amount paid

${payment_date}

The payment date

${payment_details}

Invoice # and amount paid for each invoice

Documents (Sales Orders/Invoices/Bills etc)

${title}

Customer/Supplier title

${full_name}

Customer/Supplier full name

${first_name}

Customer/Supplier first name

${last_name}

Customer/Supplier last name

${due_date}

Due date

${issue_date}

Issue date

${required_date}

Required data

${balance}

Balance

${total}

Total

${ref_number}

Ref #

Customer Statement

${title}

Customer/Supplier title

${first_name}

Customer/Supplier first name

${last_name}

Customer/Supplier last name

${ref_number}

${start_date}

${end_date}

Timesheet

${week_of}

Week of date

Company Info (available to all templates)

${company_from_email}

Company from email

${company_name}

Company name

${company_legal_name}

Company legal name

${company_address1}

Company address line 1

${company_address2}

Company address line 2

${company_county}

Company address county

${company_town_city}

Company address town/city

${company_zip_code}

Company address zip/post code

${company_state}

Company address state

${company_country}

Company address country

${company_fax}

Company address fax

${company_phone}

Company phone number

${company_email}

Company email

${company_web}

Company website

${company_number}

Company number

Personal (Logged in Worker) Info (available to all templates)

${personal_email}

Logged in Worker email

${personal_first_name}

Logged in Worker first name

${personal_last_name}

Logged in Worker last name

${personal_job_title}

Logged in job title

${personal_office_tel}

Logged in Worker office telephone

${personal_mobile}

Logged in Worker mobile number

${personal_office}

Logged in Worker office name

${personal_team}

Logged in Worker team name

${@partnerRef} for ‘customer ref’ on docs

${@fieldname} - for any field on doc (found by looking at the source)

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