E-mail Template Data Tags

Data Tags represent specific data & are usually a word between two colons. (e.g., :my_data_tag:). To use data tags, start by entering a colon followed by the search term, followed by the final, closing colon. Below is a list of current Data Tags that you can copy & paste into your email templates as needed:

 

Client/Contact Name & Email

:visit_all_emails:
Contacts' and Client's Email
Liquid: {{ visit.job.all_emailable | list_emails }}

:visit_primary_emails:
Contacts' or Client's Email
Liquid: {{ visit.job.primary_emailable | list_emails }}

:visit_all_names:
Contacts' and Client's Name
Liquid: {{ visit.job.all_emailable | list_names }}

:visit_primary_names:
Contacts' or Client's Name
Liquid: {{ visit.job.primary_emailable | list_names }}

:object.client.first_name:
Client's First Name (only)
Liquid: {{object.client.first_name}}


Job Reference

:visit_job_custom_field_displays_pets: Job-Level Custom Input *Name of custom input in this example is "Pets"* {{ visit.job.custom_field_displays.animals }}

:job_reference_number:
Job's Reference Number
Liquid: {{ visit.job.account_reference_number }}

:visit_reference_number:
Visit's Reference Number
Liquid: {{ visit.account_reference_number }}

:job_name:
Job's Name
Liquid: {{ visit.job.name }}

:visit_name:
Visit's Name
Liquid: {{ visit.name }}

 

Job Location

:job_location_street_address:
Job Location's Street and Number
Liquid: {{ visit.job.location.address }}

:job_location_city:
Job Location's City
Liquid: {{ visit.job.location.city }}

:job_location_state:
Job Location's State
Liquid: {{ visit.job.location.state }}

:job_location_zip:
Job Location's Zip Code
Liquid: {{ visit.job.location.zip }}


Invoice Data

:invoice_total:
Invoice Total with Tax included
Liquid: {{ invoice.total_tax_price }}

:invoice_balance:
Remaining Invoice Balance
Liquid: {{ invoice.balance }}

 

Notes

:visit_client_notes:
Visit Notes visible to Client
Liquid: {{ visit.client_notes }}

:visit_crew_notes:
Visit Notes visible to Crew
Liquid: {{ visit.crew_notes }}

:visit_internal_notes:
Visit Notes visible to Admins
Liquid: {{ visit.admin_notes }}

:job_client_notes:
Job Notes visible to Client
Liquid: {{ visit.job.client_notes }}

:job_crew_notes:
Job Notes visible to Crew
Liquid: {{ visit.job.crew_notes }}

:job_internal_notes:
Job Notes visible to Admins
Liquid: {{ visit.job.job_notes }}

 

Current User Data 

:current_user_name:
Current User's Full Name
Liquid: {{ user.name }}

:current_user_first_name:
Current User's First Name
Liquid: {{user.name | split:" " | first}}

:current_user_email:
Current User's Email
Liquid: {{ user.email }}

:current_user_office:
Current User's Office Phone Number
Liquid: {{ user.office }}

:current_user_mobile:
Current User's Mobile Phone Number
Liquid: {{ user.mobile }}

:current_user_custom_field_displays_title:
User-Level Custom Input
*Name of custom input in this example is "Title"*
Liquid: {{ user.custom_field_displays.title }}
 

Sales Rep Data 

:sales_rep_name:
Assigned Sales Rep's Full Name
Liquid: {{ visit.sales_rep.name }}

:sales_rep_first_name:
Assigned Sales Rep's First Name
Liquid: {{visit.sales_rep.name | split:" " | first }}

:sales_rep_email:
Assigned Sales Rep's Email
Liquid: {{ visit.sales_rep.email }}

:sales_rep_office:
Assigned Sales Rep's Office Phone Number
Liquid: {{ visit.sales_rep.office }}

:sales_rep_mobile:
Assigned Sales Rep's Mobile Phone Number
Liquid: {{ visit.sales_rep.mobile }}

 

Links

:visit_online_proposal_link:
Visit Proposal viewable and acceptable by Client
Liquid: {{ visit.public_proposal_url }}

:visit_proposal_pdf_url:
Visit Proposal PDF viewable by Client
Liquid: {{ visit.public_proposal_pdf_url }}

:visit_work_order_pdf_url:
Visit Work Order PDF viewable by Crew
Liquid: {{ visit.public_work_order_pdf_url }}

:visit_online_invoice_link:
Visit Invoice viewable and payable by Client
Liquid: {{ visit.public_invoice_url }}

:visit_invoice_pdf_url:
Visit Invoice PDF viewable by Client
Liquid: {{ visit.public_invoice_pdf_url }}

 
Was this article helpful?
5 out of 8 found this helpful

Comments

1 comment

Please sign in to leave a comment.