Generic tags:[[entity:id]] – The id of the entity this email is being sent from.
User:
These merge tags are generated from the current logged in user.
[[user:name]] – The users full name, populated from the first and last name.[[user:name:first]] – The users first name.[[user:name:last]] – The users last name.
Team:
[[team:name]] – The teams name.
[[team:phone]] – The teams phone number.
[[team:url]] – The teams website.
[[team:address]] – The teams address
[[team:logo]] – The teams logo, This will be replaced with the email specific version when applied.
[[team:signature]] – This is a dynamic value that will be generated based on the current user and teams settings.
[[team:logo:width]] – The specified target width for the teams logo in emails.
[[team:button-color]] – A HEX color value based on the teams theme colors.
Recipients:
These are auto populated from the selected contact in the To field. If no contact was selected, these will fill in blank.
[[recipient:name]] – The selected contacts full name.[[recipient:firstName]] – The selected contacts first name.[[recipient:lastName]] – The selected contacts last name.
Clients:
These tags will be populated when a client is available at the time of sending an email, Either the email is being sent in regards to a client directly or from the client assigned to the entity, i.e a project.
[[client:id]] – The clients id.[[client:name]] – The clients full name formatted based on the teams settings.
Invoices:
These merge tags are used when sending emails related to an invoice.
[[invoice:number]] – The invoice number.[[invoice:id]] – The invoice ID.[[invoice:title]] – The title of the invoice.[[invoice:reference]] – The invoice reference number.[[invoice:url]] – An external link to view the invoice.
Forms:
These merge tags are used to add buttons and links to a document that can be downloaded, This document can either be automatically assigned to the email or selected when sending an email.
[[form:name]] – The name of the document.[[form:url]] – The download url of the document, usually this takes you to a public CRM page to download the document.
Short URLS:
This is currently only being used for Attendance but will be used for other external areas of the CRM in the future.
[[shorturl]] – URL value.[[shorturl:expiry]] – A human readable version of the expiry date.[[shorturl:exclamation]] – This is an exclamation of the expiry: “This link will expire on XXXX”.