Placeholders

The following “placeholders” can be used in settings for your email subject or email message, and they will be dynamically populated at runtime.

• {COMPANY_NAME}

• {ACCOUNT_NAME}

• {CONTACT_NAME}

• {CURRENT_DATE}

For example, if you have the following in settings for your invoice email message:

Dear {CONTACT_NAME},

Thank you for giving {COMPANY_NAME} the opportunity to serve you. 
Please see attached for details of your invoice.

Then the actual email message will look something like this:

Dear Howard Jones,

Thank you for giving Booksellers, Inc. the opportunity to serve you. 
Please see attached for details of your invoice.