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.