Mailing Tags
Mon Jun 13 2022 07:08:27 GMT-0500 (hora estándar oriental)
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.