Introduction
Data Tags represent specific data & are usually a word between two colons. 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:
Table of Contents
I. Email Template Data Tags
- Client/Contact Name & Email
- Job Reference
- Job Location
- Invoice Data
- Notes
- Current User Data
- Sales Rep Data
- Links
I. Email Template Data Tags
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 }}
{{ 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 }}
Comments
Can we get a tag for when the job was completed?
Article is closed for comments.