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.