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.
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: Acquistition 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] |