Email templates

Email templates - need to know

Search Variables? Use Ctrl-F and the field name to quickly locate and review the syntax.
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)
Last modified 8mo ago