Using placeholders in emails
Placeholders can be used in emails and email templates to automatically fill in customer's names, email addresses or even data related to the current document. Placeholders can also be used in the subject line, not just the body of the message. These placeholders look different from normal text and they will be replaced with the relevant information automatically.
As an example, instead of writing an impersonal 'Hello, customer!', a simple 'Hello, :customer.name!' can be used, which will use the customer's name, based on the current customer's profile.
Note that these values are always formatted according to document language (locale).
Here's an example of an email with several placeholders used and what it would look like for the recipient:
A list of available text placeholders
| Placeholder | Description | Example |
|---|---|---|
| :customer.name | Customer's full name | Mati Maasikas |
| :customer.address | Customer's address, line 1 | Pikk 142 |
| :customer.address_2 | Customer's address, line 2 | Apt 44 |
| :customer.city | Customer's city | Kuressaare |
| :customer.state | Customer's state | Saaremaa |
| :customer.postal_code | Customer's postal code | 93810 |
| :customer.country | Customer's country | Estonia |
| :customer.reg_nr | Customer's company registration number | 12082167 |
| :customer.vat_id | Customer's VAT ID number | EE101447821 |
| :customer.email | Customer's email address | mati.maasikas@meil.ee |
| :customer.phone | Customer's phone number | +372 58362305 |
| :customer.website | Customer's website | http://neti.ee/ |
| :title | Invoice/estimate title | Invoice |
| :number | Invoice/estimate number | 19482 |
| :title_with_number | Invoice/estimate title with number | Invoice No. 19482 |
| :reference_number | Invoice reference number | 2004924 |
| :currency | Invoice/estimate currency | EUR |
| :notes | Invoice/estimate notes | Here's an example of a note. |
| :due_at | Invoice due date, formatted as 'YYYY-MM-DD' | 2023-06-25 |
| :due_at_for_humans | Invoice due date, formatted according to invoice locale | 06/25/2023 |
| :due_at_diff_for_humans | Invoice due date, written out as a relative value | 1 year ago |
| :issued_at | Invoice/estimate issue date, formatted as 'YYYY-MM-DD' | 2023-05-15 |
| :issued_at_for_humans | Invoice/estimate issue date, formatted according to invoice/estimate locale | 05/15/2023 |
| :subtotal | Invoice/estimate subtotal without formatting | 35975 |
| :subtotal_for_humans | Invoice/estimate subtotal, formatted according to invoice/estimate locale | 35,975.00 |
| :subtotal_formatted | Invoice/estimate subtotal and currency, formatted according to invoice/estimate locale | €35,975.00 |
| :total_discount | Invoice/estimate discount total without formatting | 6247.17 |
| :total_discount_for_humans | Invoice/estimate discount total, formatted according to invoice/estimate locale | 6,247.17 |
| :total_discount_formatted | Invoice/estimate discount total and currency, formatted according to invoice/estimate locale | €6,247.17 |
| :total_net | Invoice/estimate total without formatting | 29727.83 |
| :total_net_for_humans | Invoice/estimate total, formatted according to invoice/estimate locale | 29,727.83 |
| :total_net_formatted | Invoice/estimate total and currency, formatted according to invoice/estimate locale | €29,727.83 |
| :total_tax | Invoice/estimate tax total without formatting | 2779.76 |
| :total_tax_for_humans | Invoice/estimate tax total, formatted according to invoice/estimate locale | 2,779.76 |
| :total_tax_formatted | Invoice/estimate tax total and currency, formatted according to invoice/estimate locale | €2,779.76 |
| :total | Invoice/estimate total without formatting | 32507.59 |
| :total_for_humans | Invoice/estimate total, formatted according to invoice/estimate locale | 32,507.59 |
| :total_formatted | Invoice/estimate total and currency, formatted according to invoice/estimate locale | €32,507.59 |
| :total_paid | Invoice paid total without formatting | 0 |
| :total_paid_for_humans | Invoice paid total, formatted according to invoice locale | 0.00 |
| :total_paid_formatted | Invoice paid total and currency, formatted according to invoice locale | €0.00 |
| :total_unpaid | Invoice unpaid total without formatting | 32507.59 |
| :total_unpaid_for_humans | Invoice unpaid total, formatted according to invoice locale | 32,507.59 |
| :total_unpaid_for_humans_with_currency | Invoice unpaid total and currency, formatted according to invoice locale | €32,507.59 |
| :public_url | Shareable link to invoice/estimate | https://sliptree.test/sales-documents/01j0t850qmd49d8w1dwpez01jj/preview?company=acme&signature=297181d9dadd81d79e7127a6b6327bfa25e967cf8914a3ee4368bb9c332a2d8d |