Template Variables
Template Variables are used to personalize communications from the platform.
- For example, instead of a generic "Dear Sir" salutation, messages can be personalized:
"Greetings Carl! You're invited to Friday nite Yappy Hour at the Dog Owners Club! Hope to see you and Bruiser there! "
Template variables embedded into HTML templates provide this mail merge capability.
- Learn more: HTML Resources
HTML templates can be used in these areas of the platform:
- Email Marketing Campaigns
- Email Templates and Letterheads
- Print Templates
- Data Policies with Send Email actions
- Web Form notifications and auto-response email messages
- Workflow Templates, which describe email communications from Workflows
A convenient Template Variable Builder is provided, to look up the field names, based on category.
Template Variable Builder
Template Variable Syntax
Depending on where they are used, variables may need to be specified with braces (${variable}) or without them ($variable). (See Template Variable Contexts for a list of places in which variables are available.)
Except for that difference, variables are standardized using the following syntax:
- $objectname.fieldname
- Where objectname is the name of the tab or object (Cases, Accounts, Contacts, etc.) and the fieldname is the name of the field (owner, description, etc.)
- Second-degree Related Objects
Second-degree related objects can also be used in templates, and provide the ability to to drill down to one level of the hierarchical lookup from the object.
Second-degree related object variables are standardized using the following syntax:
- $objectname.fieldname.seconddegree
- Where objectname is the name of the tab or object (Cases, Accounts, Contacts, etc.), fieldname is the name of the field (owner, description, etc.) and seconddegree is the name of the second-degree related object
- Examples
-
- To get the tax_type of an autopolicy insurer, use this syntax:
- $autopolicy.insurer.tax_type
- Where 'autopolicy' and 'insurer' are objects, and 'tax_type' is a field in the 'insurer' object