Data Tags for Email

What Data Tags are used in Email Templates?

Data Tags are a powerful tool to customize your content and send a personal message to your customers. The following is a list of the Data Tags that are used when creating Email Templates under the Company tab.

Company - Email Template

Account

Field Name Data Tag
Current Date [CURRENT_DATE]
ACCT: Account Name [ACCOUNT_NAME]
ACCT: Balance Due [ACCT_BALANCE_DUE]
ACCT: Billing Address1 [BILLING_ADDRESS1]
ACCT: Billing Address2 [BILLING_ADDRESS2]
ACCT: Billing City [BILLING_City]
ACCT: Billing State [BILLING_STATE]
ACCT: Billing Zip [BILLING_ZIP]
ACCT: Business Name [BUSINESS_NAME]
ACCT: [Custom Field Name] [CUSTOM_FIELD1]
ACCT: Email [EMAIL]
ACCT: Fax [FAX]
ACCT: First Name [FIRST_NAME]
ACCT: Last Invoice Amt [LAST_INV_AMT]
ACCT: Last Invoice Date [LAST_INV_DATE]
ACCT: Last Name [LAST_NAME]
ACCT: Lead Source [ACCT_LEAD_SOURCE]
ACCT: Next Job Date/Time [NEXT_JOB_DATE]
ACCT: Payment Terms [PAYMENT_TERMS]
ACCT: Phone1 [PHONE1]
ACCT: Phone2 [PHONE2]
ACCT: Phone3 [PHONE3]
ACCT: Reference [ACCT_REFERENCE]
ACCT: Salutation [SALUTATION]
ACCT: Acquisition Date [ACQUISITION_DATE]

 

Company

This set of Data Tags pulls the company information for the subscription.

Field Name Data Tag
COMPANY: Address1 [COMPANY_ADDRESS]
COMPANY: Address2 [COMPANY_ADDRESS2]
COMPANY: City [COMPANY_CITY]
COMPANY: Email [COMPANY_EMAIL]
COMPANY: Fax [COMPANY_FAX]
COMPANY: Legal Name [COMPANY_LEGAL_NAME]
COMPANY: Name [COMPANY_NAME]
COMPANY: Phone [COMPANY_PHONE]
COMPANY: Phone2 [COMPANY_PHONE2]
COMPANY: State [COMPANY_STATE]
COMPANY: WebSite [COMPANY_WEBSITE]
COMPANY: Zip [COMPANY_ZIP]
USER: User First Name [USER_FIRST_NAME]
USER: User Last Name [USER_LAST_NAME]
USER: User First & Last Name [USER_FIRST_AND_LAST_NAME]

 

Site

Field Name Data Tag
JOB: End Date [JOB_END_DATE]
JOB: End Date/Time [JOB_END_DATE_TIME]
JOB: End Time [JOB_END_TIME]
JOB: Start Date [JOB_START_DATE]
JOB: Start Date/Time [JOB_START_DATE_TIME]
JOB: Start Time [JOB_START_TIME]

 

Order

Field Name Data Tag
ORDER: Order Total [ORDER_TOTAL]
ORDER: Due Date [ORDER_DUE_DATE]
ORDER: Balance Due [ORDER_BALANCE_DUE]
ORDER: Grand Total [ORDER_GRAND_TOTAL]
ORDER: Number [ORDER_NUMBER]
ORDER: Order Date [ORDER_DATE]
ORDER: Type [ORDER_TYPE]
Package Subtotal [PACKAGE_SUBTOTAL_{{PackageNumber}}]
Package Name [PACKAGE_NAME_{{PackageNumber}}]

 

Site

Field Name Data Tag
SITE: Address1 [SITE_ADDRESS1]
SITE: Address2 [SITE_ADDRESS2]
SITE: City [SITE_CITY]
SITE: State [SITE_STATE]
SITE: Zip Code [SITE_ZIP]