Mailing Tags

The tags that we can use in the mail templates are the following: 

-- CONTACT INFORMATION -- 

• Contact Title - [TITLE]
• Contact First Name - [NAME]
• Contact's last name - [SURNAME]
• Contact's email - [EMAIL]
• Contact's company - [COMPANY]
• Contact's website - [SITE]
• Contact's phone number - [TELEPHONE]
• Contact's street - [STREET]
• Contact's neighborhood - [SUBURB]
• Contact City - [CITY]
• Contact's municipality - [MUNICIPALITY]
• Contact's State - [STATE]
• Contact's country - [COUNTRY]
• Contact's zip code - [PC]
• Comments - [COMMENTARY]

-- EXECUTIVE INFORMATION --

• Executive's name - [EXECUTIVE]
• Executive Initials - [INITIALS]
• Executive's email address - [EXECUTIVEEMAIL]
• Executive Mail Signature - [EMAILSIGNATURE]
• Executive's phone number - [EXECUTIVETELEPHONE]
• Executive's cell phone - [EXECUTIVEMOBILE]
• Executive's Company - [EXECUTIVECOMPANY]
• Executive Position - [EXECUTIVEJOBPOSITION]
• Executive's Company - [EXECUTIVECOMPANY]
• Executive's Company Contact - [EXECUTIVECOMPANYCONTACT]
• Executive's Company Email - [EXECUTIVECOMPANYEMAIL]
• Executive's Company Address - [EXECUTIVECOMPANYADRESS]
• Executive's Company Phone - [EXECUTIVECOMPANYTELEPHONE]
• Executive's Company Geolocation - [EXECUTICECOMPANYGEOLOCATION]
• Executive's company website - [WEBSITE]
• Logo - [LOGO]

--INFORMATION OF OPPORTUNITIES --

• Certainty - [CERTAINTY]
• Estimated closing - [STIMATEDCLOSING]
• Concept - [OPPORTUNITYCONCEPT]
• Phase - [OPPORTUNITYPHASE]
• Product Line - [PRODUCTLINE]
• Amount - [OPPORTUNITYAMOUNT]
• Commission - [OPPORTUNITYCOMMISSION]

-- SALES INFORMATION --

• Concept - [SALECONCEPT]
• Last payment date - [SALELASTPAYMENTDATE]
• Next payment date - [SALENEXTPAYMENTDATE]
• Advances - [SALEDOWNPAYMENT]
• Commission - [SALECOMMISSION]
• Percentage - [SALEPERCENTAGE]
• Balances - [SALEBALANCE]
• Total - [SALETOTAL]
• Closing date - [OPPORTUNITYCLOSINGDATE]

-- INCOBITING INFORMATION --

• Date - [PAYM_DATE]
• Amount - [PAYM_AMOUNT]
• Commission - [PAYM_COMMISSION]
• Reference - [PAY_REFERENCE]
• Collection number - [PAYM_DOWNPAYMENT]
• Audited - [PAYM_AUDITED]
• Is collected - [PAYM_PAID]
• Collection status - [PAYM_STATUS]

--TASK INFORMATION --

• Title - [T_TITLE]
• Initiator's name - [T_INITIATOR]
• Initiator's email - [T_INITIATOREMAIL]
• Name of originator - [T_DOER]
• E-mail of the originator - [T_DOEREMAIL]
• Task Status) - [T_STATUS]
• Due date - [T_DUEDATE]
• Recurrence - [T_RECURRENCE]
• Last Contact - [T_LASTFOLLOWUP]

-- INFORMATION Appointments --

• Subject - [M_CONCEPT]
• Start Date - [M_STARTING]
• End Date - [M_END]
• Location - [M_PLACE]
• Description - [M_DESCRIPTION]
• Guests   - [M_GUESTS]
• Recurrence - [M_RECURRENCE]

-- Customizable fields --

these are created dynamically according to the configuration of the account when the field is registered, the system gives a field and the label is created e.g.

• Expiration Date - (CP2) CP is Custom Field and the number is the one assigned by the system. 
• Collection Date - (CPO3) CPO is the Custom Field of the Opportunity and the number is the one assigned by the system.

To see how to create custom fields you can watch this tutorial: How to create custom fields or the video: Add custom fields

and to see the number assigned by the system, follow the steps as if you were going to create an email template, click on [Tags] and scroll until you find the custom fields section.