Summary
Placeholders are used in emails for Work Orders, Invoices, Late Payment Reminders, and in Email Campaigns and Service Agreements.
A placeholder will pull the corresponding field from the customer's account into the email. They automatically pre-fill the email so you don't have to manually enter the information.
Key Points
Placeholders pull information from the customer's account
Placeholders personalize each email, Email Campaign and Service Agreement
For example, if you start the invoice email with Hi {first_name}!, the system will pull the first name of the customer from the first name field in the customer's billing page.
This is the customer's billing page.
To insert a placeholder, click your mouse in the email template box where you want the placeholder to be. Then, on the right side of the template box, click the placeholder you want to insert.
This is a sample email template for Invoices using the placeholders {first_name} and {document_title}.
This is what it looks like when the customer receives the email.
Here is an example for the Service Report email using various placeholders:
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Hi, {first_name}!
Your service for {service_list} was completed today by {technician}.
Your {document_title} is attached in this email.
{document_number}
You can also view it online by clicking the HERE button below:
{link_to_document}
If you have any questions you can call us at {company_phone} or email us at {company_email}.
How did we do? As you know, reviews are extremely important and we appreciate every 5-star review we receive. If there is anything about your service that was less than 5 stars, please let us know so we can have a chance to correct it.
{online_reviews}
Poor Average Excellent
Have a great day,
{company_name}
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