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Dynamic e-mail placeholders
Dynamic e-mail placeholders

For advanced users who wish to make their e-mail templates more personalized

Kai Baltmischkis avatar
Written by Kai Baltmischkis
Updated over a week ago

How to use e-mail placeholders?

Left column below shows the name of the placeholder, right column shows an example value of this variable. Once the placeholder from left is added to the e-mail template, the placeholder will be replaced with the right value in the e-mail.
For example: In the case of "policy_no": "P2018020018" you should write {policy_no} to the e-mail template. In the sent e-mail the [policy_no} will be replaced with P2018020018.
Additionally, it is possible to write {customer_name|Customer}. In this case the text will be added as: Customer John Cover. In cases where customer_name value is empty, nothing will be shown.
Please note that placeholders are specific to the email context (e.g there are generic customer placeholders and others that relate to invoices)

Values related to your company

User specific

Customers

Policies

Invoices

Invoices

Installments

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