Email Template Fields

Email Template Fields

Customer Email Fields
  1. [[CustomerFirstName]] = The customer first name, for example "Joe"
  2. [[CustomerLastName]] = The customer last name, for example "Smith"
  3. [[CustomerCompanyName]] = The company name, for example "Joe's Blinds"
  4. [[CustomerAccountNumber]] = The account number, for example "JS001"
  5. [[CustomerLeadSource]] = The lead source, for example "Radio"
  6. [[CustomerTerms]] = The terms, for example "Cash/Check"
  7. [[CustomerName]] = The full customer name, for example "Joe Smith"
  8. [[CustomerPrimaryEmail]] = The first email address for the customer, for example "Home:joe@gmail.com"
  9. [[CustomerSecondaryEmail]] = The second email address for the customer
  10. [[CustomerPrimaryPhone]] = The first phone number for the customer, for example "Home:(919) 445-3983"
  11. [[CustomerSecondaryPhone]] = The second phone number for the customer
  12. [[CustomerBillingAddress]] = The first billing address for the customer. This address will span multiple lines.
  13. [[CustomerShippingAddress]] = The first shipping address for the customer. This address will span multiple lines.

Order Email Fields
  1. [[OrderType]] = Indicates the type of order, Quote / Sale / Order.
  2. [[OrderNumber]] = The quote, sale or order number. For example "76393"
  3. [[QuoteCreatedOn]] = The date the quote was created. For example "7/22/2021". This will be blank for sales or orders.
  4. [[SaleCreatedOn]] = The date the sale was created. For example "7/22/2021". This will be blank for quotes.
  5. [[OrderCreatedOn]] = The date the order was created. For example "7/22/2021".
  6. [[CreatedOn]] = The date the quote, sale or order was created depending on the order type. 
  7. [[OrderSidemark]] = The sidemark of the quote, sale or order. For example "JSmith"
  8. [[OrderCustomerPONumber]] = The customer PO number for the quote, sale or order. For example "PO3739"
  9. [[OrderSubtotal1]] = The sum of the line items.
  10. [[OrderDiscounts]] = The sum of the discount charges. i.e. Customer Discounts.
  11. [[OrderSurcharges]] = The sum of the order surcharges.
  12. [[OrderSubtotal2]] = The sum of the orders line items - discounts + surcharges. 
  13. [[OrderTax]] = The total tax amount for a quote, sale or order.
  14. [[OrderTotal]] = The total for the quote, sale or order. For example "$5, 449.99"
  15. [[OrderPayments]] = The total amount of payments applied to the sale or order.
  16. [[OrderBalance]] = The current balance for the quote, sale or order. For example "$100.56" 
  17. [[OrderTerms]] = The terms for the quote, sale or order. For example "Cash"
  18. [[OrderInstallerName]] = The name of the installer selected for the quote, sale or order. For example "Harry Jones"
  19. [[OrderInstallerEmail]] = The email address of the installer selected for the quote, sale or order. For example "hjones@gmail.com"
  20. [[OrderInstallerPhone]] = The phone number for the installer selected for the quote, sale or order. For example "(773) 838-3301"
  21. [[OrderSalesRepName]] = The name of the sales rep selected for the quote, sale or order. For example "Harry Jones"
  22. [[OrderSalesRepEmail]] = The email address of the sales rep selected for the quote, sale or order. For example "hjones@gmail.com"
  23. [[OrderSalesRepPhone]] = The phone number for the sales rep selected for the quote, sale or order. For example "(773) 838-3301"
  24. [[InstallationAddress]] = The installation address selected for the quote, sale or order.
  25. [[CustomerFirstName]] = The customer first name, for example "Joe"
  26. [[CustomerLastName]] = The customer last name, for example "Smith"
  27. [[CustomerCompanyName]] = The company name, for example "Joe's Blinds"
  28. [[CustomerAccountNumber]] = The account number, for example "JS001"
  29. [[CustomerLeadSource]] = The lead source, for example "Radio"
  30. [[CustomerTerms]] = The terms, for example "Cash/Check"
  31. [[CustomerName]] = The full customer name, for example "Joe Smith"
  32. [[CustomerPrimaryEmail]] = The first email address for the customer, for example "Home:joe@gmail.com"
  33. [[CustomerSecondaryEmail]] = The second email address for the customer
  34. [[CustomerPrimaryPhone]] = The first phone number for the customer, for example "Home:(919) 445-3983"
  35. [[CustomerSecondaryPhone]] = The second phone number for the customer
  36. [[CustomerBillingAddress]] = The first billing address for the customer. This address will span multiple lines.
  37. [[CustomerShippingAddress]] = The first shipping address for the customer. This address will span multiple lines.
Purchase Order Fields
  1. [[PONumber]] = The purchase order number. For example "73838-1"
  2. [[POCreatedOn]] = The date the purchase order was created. For example "8/22/2021"
  3. [[VendorName]] = The name of the vendor. For example "Graber"
  4. [[OrderType]] = Indicates the type of order, Quote / Sale / Order.
  5. [[OrderNumber]] = The quote, sale or order number. For example "76393"
  6. [[QuoteCreatedOn]] = The date the quote was created. For example "7/22/2021". This will be blank for sales or orders.
  7. [[SaleCreatedOn]] = The date the sale was created. For example "7/22/2021". This will be blank for quotes.
  8. [[OrderCreatedOn]] = The date the order was created. For example "7/22/2021".
  9. [[CreatedOn]] = The date the quote, sale or order was created depending on the order type. 
  10. [[OrderSidemark]] = The sidemark of the quote, sale or order. For example "JSmith"
  11. [[OrderCustomerPONumber]] = The customer PO number for the quote, sale or order. For example "PO3739"
  12. [[OrderTotal]] = The total for the quote, sale or order. For example "$5, 449.99"
  13. [[OrderBalance]] = The current balance for the quote, sale or order. For example "$100.56" 
  14. [[OrderTems]] = The terms for the quote, sale or order. For example "Cash"
  15. [[OrderInstallerName]] = The name of the installer selected for the quote, sale or order. For example "Harry Jones"
  16. [[OrderInstallerEmail]] = The email address of the installer selected for the quote, sale or order. For example "hjones@gmail.com"
  17. [[OrderInstallerPhone]] = The phone number for the installer selected for the quote, sale or order. For example "(773) 838-3301"
  18. [[OrderSalesRepName]] = The name of the sales rep selected for the quote, sale or order. For example "Harry Jones"
  19. [[OrderSalesRepEmail]] = The email address of the sales rep selected for the quote, sale or order. For example "hjones@gmail.com"
  20. [[OrderSalesRepPhone]] = The phone number for the sales rep selected for the quote, sale or order. For example "(773) 838-3301"
  21. [[InstallationAddress]] = The installation address selected for the quote, sale or order.
  22. [[CustomerFirstName]] = The customer first name, for example "Joe"
  23. [[CustomerLastName]] = The customer last name, for example "Smith"
  24. [[CustomerCompanyName]] = The company name, for example "Joe's Blinds"
  25. [[CustomerAccountNumber]] = The account number, for example "JS001"
  26. [[CustomerLeadSource]] = The lead source, for example "Radio"
  27. [[CustomerTerms]] = The terms, for example "Cash/Check"
  28. [[CustomerName]] = The full customer name, for example "Joe Smith"
  29. [[CustomerPrimaryEmail]] = The first email address for the customer, for example "Home:joe@gmail.com"
  30. [[CustomerSecondaryEmail]] = The second email address for the customer
  31. [[CustomerPrimaryPhone]] = The first phone number for the customer, for example "Home:(919) 445-3983"
  32. [[CustomerSecondaryPhone]] = The second phone number for the customer
  33. [[CustomerBillingAddress]] = The first billing address for the customer. This address will span multiple lines.
  34. [[CustomerShippingAddress]] = The first shipping address for the customer. This address will span multiple lines.
  35. [[DropShipAddress]] = The drop ship address if the purchase order is a to be drop shipped.

    • Related Articles

    • Available Fields for Welcome Messages

      The following fields are available when creating a welcome message that can be sent to new users. To include a field in the email content, body only, enclose them with double brackets [[ and ]]. For example: Hello [[xxx]]. Welcome to our web site. ...

    • Setting up Customer Email Templates

      Summary Solatech allows users to set up personalized email templates that can be sent to customers from within the system.  Templates to send to users (Sales Reps and Installers) can also be created.  This knowledge base articles provide instructions ...

    • How to modify email templates in SalesPRO

      Summary SalesPRO provides templates for use when emailing quotes and sales to customers.  These templates can be easily modified to suit your company's needs.  Below are instructions on how to modify email templates. Please note that email must be ...

    • Setting up Process Reports and Email Templates

      Summary Account Administrators can setup multiple versions of Process Reports that can be printed, previewed or emailed to customers or other users. This knowledge base article will describe how to setup and use process report templates Accessing and ...

    • PROBLEM: I receive a message that no email templates are available when I try to email a customer attachment

      Summary In order to email a customer attachment from SalesPRO, you must first have the correct type of email template setup.  This article will provide instructions on that process. Instructions From within SalesPRO , go to the Setup tab. Select ...