Help CenterEmail Template Variables
We have revamped and added new capabilities to email templates in Settings->Email!
-
- By default, all email templates function as they had prior to this update.
- In Settings->Email, under the Templates section, you can click Edit next to any template
-
- You will be brought to a new popup providing you with variable options for customizing your templates.
- To begin with, you will see that you can customize the Subject and Greeting on the email in addition to the overall message.
- You will also see that you can insert dynamic variables into your subject, greeting, or message.
-
- Simply click your cursor where you want to insert a dynamic variable, then open the dynamic variable category you want to work with in the left menu
-
- and then click the dynamic variable you would like.
- This will insert custom text for the variable.
-
- Then on the bottom of the popup you can view a preview of what your email will look like with dummy data filled in for those dynamic variables!
- Once finished, click save in the popup and future emails will use those new settings.
Full List of the Code to Insert for all Available Variables:
Invoice Date - [**InvoiceDate{M/d/yyyy}**]
Invoice Due Date - [**InvoiceDueDate{M/d/yyyy}**]
Invoice QuickBooks Number (or Recur360 # if no QuickBooks number assigned - [**PrefixedInvoiceNumber**]
Invoice QuickBooks Number[**InvoiceDocNumber**]
Invoice R360 # - [**InvoiceR360Number**]
Invoice Total Amount - [**InvoiceTotalAmt**]
Invoice Balance Due - [**InvoiceBalance**]
Customer Display Name - [**CustomerDisplayName**]
Customer Company Name - [**CustomerCompanyName**]
Customer Account Number (QuickBooks Desktop only) - [**CustomerAccountNumber**]
Customer First Name - [**CustomerFirstName**]
Customer Middle Name - [**CustomerMiddleName**]
Customer Last Name - [**CustomerLastName**]
Recur360 Company Name (from Settings - Email) - [**R360EmailSettingsCompanyName**]
Recur360 Address - [**R360EmailSettingsAddress**]
Recur360 City - [**R360EmailSettingsCity**]
Recur360 State - [**R360EmailSettingsState**]
Recur360 Zipcode - [**R360EmailSettingsZip**]
Recur360 Phone Number - [**R360EmailSettingsPhoneNumber**]
Recur360 Reply To Email Address - [**R360EmailSettingsReplyToEmailAddress**]
Any of the "Date" type variables allow you to change the formatting used in the date to change how the date will be displayed.
-
- Use the letter E for the day of week, M for Month, D for Day & Y for year with / or - as separators.
- Examples of valid date formats are: MM-DD-YY; M/D; YYYY/MM/DD; EEE, M/D/YY).
- You can see a full list of date options here.
Note: If anything inside the [] brackets for a variable is edited incorrectly the variable will not display and the broken code text will appear in the email.
-
- If you Preview a copy of the email you will see sample results.
Example:
-
- If one asterisk was removed from the Invoice date variable - the preview (and any email sent to the customer) will show this:
Video: