Softpulse offers you the possibility to transfer information from your database into your e-mails using placeholders. We distinguish between two types of placeholders:
Placeholder for contacts
You can use these placeholders to insert information directly related to the contacted person into the email.
Activities
AppointmentEvents
Birthday
Certifications
ChangedBy
ChangedDate
ClassEvents
Comment
ContactCode (Contact code)
ContactGroups
ContactNumber
CreatedBy
CreatedDate
Currency
CustomField01 ()
CustomField02 ()
CustomField03 ()
CustomField04 ()
CustomField05 ()
CustomField06 ()
CustomField07 ()
CustomField08 ()
CustomField09 ()
CustomField10 ()
DefaultAddress (address)
DefaultEmail (default email)
DefaultPhone (default phone number)
DefaultProject (default project)
Documents (Documents/Notes)
FirstName (First name)
FirstNameContactView (First name)
FirstSubscriptionStartDate (Start date of the first subscription)
FullName (Full name, first name + last name)
FullNameWithNumber (Full name with number)
HasActiveSubscription (Has an active subscription)
Height (Height)
HeightDate (Measurement date of the height)
HomePage (Website)
Iban (IBAN)
InvoiceEmail (Email for invoices)
Invoices
InvoiceTo (Invoice to)
Language
LastName (Last name)
LastSubscriptionEndDate (Expiration date of the last subscription)
Name
Nationality
NextBirthday
Organization (Organization/Company)
OrganizationDefaultAddress (Address of the organization)
OrganizationDefaultEmail (Default email of the organization)
OrganizationDefaultPhone (Default phone number of the organization)
OrganizationName (Name of the organization/company)
PassportNumber
Payments
PaymentTerms
Picture
Preferences
PrivateAddress
PrivateEmail (Private e-mail)
PrivateFax (Private Fax)
PrivateMobile (Private Mobile)
PrivatePhone (Private Phone)
Profession
Projects
QrIban (QR IBAN)
RegistrationDetails
Reserves
Salaries
Salutation
Sex (Gender)
SocialSecurityNumber (social security number)
Subscriptions
Tags (Assigned Tags)
Tasks
Teams
Thumbnail (Preview image)
Title
Visits
Weight
WeightChangedDate (Weight change date)
WeightDate (Weighing date)
WinLossStatistics (Win loss statistics)
WorkAddress (Work address)
WorkEmail (E-mail work)
WorkFax (Fax work)
WorkMobile (Mobile phone work)
WorkPhone (Phone work)
Placeholder for reservation confirmations
You can use these placeholders to output information about your courses in reservation confirmations:
ChangedBy (Changed by)
ChangedDate
ClassEvent (event)
ClassEventCity (City of the event)
ClassEventDate (date of the event)
ClassEventDayOfWeek (day of the week of the event)
ClassEventLiveUrl (Live URL of the event)
ClassEventName (Name of the event)
ClassEventTime (Time of the event)
ClassEventUrl (URL of the event)
ClassEventView (Class)
CreatedBy (Created by)
CreatedDate (Creation date)
Person (Contact)
To include contact information for the person for whom the reservation is being made, add Person. to the placeholder at the beginning:
Person.FirstName
Person.LastName
Person.DefaultAddress
Placeholder for invoices
You can use these placeholders to output information in your billing emails:
BilledActivities (Billed activities)
ChangedBy (Changed by)
ChangedDate (Changed on)
Contact
ContactEditable ()
ContactInvoiceEmail (Email for invoices)
ContactView (Contact)
CreatedBy (Created by)
CreatedDate
Currency
CurrencyRate
Date
DateString ()
DiscountAmount (Total discount)
DiscountAmountFx (Total discount (FX))
DiscountDescription (Description of the discount)
DiscountPercentage (Discount percentage)
DiscountType (Discount type)
Documents
DocumentType (Document type)
DueDate (Due date)
ExternalReference
FileQuickUpload (Upload file)
FxCorrection (Fx Profit Correction)
InvoiceAddress (Invoice address)
InvoiceFooter
InvoiceHeader
InvoiceLines ()
InvoiceLinesAccounting ()
InvoiceNumber (No)
InvoiceNumberString ()
InvoiceReference (Invoice reference)
InvoiceTitle
IsInvoiceSent (Invoice sent?)
IsNewObject ()
JournalEntry (Journal entry)
LastReminderDate (Date of the last reminder)
PaidAmount (Amount paid)
PaidAmountFx (Paid amount (FX))
PaidDate (Date of payment)
PaymentAllocations (Payments)
PaymentReference (Payment reference)
PaymentReminders (Payment reminders)
Preferences
PreferencesInvoice (Preferences invoice receipt)
QrCode (QR Code)
ReminderDueDate (Reminder due date)
RemindersCount (Number of reminders)
Status (Status)
SubTotalAmount (Subtotal)
SubTotalAmountFx (Subtotal (FX))
SubTotalAmountPersistent ()
TotalAmount (grand total)
TotalAmountFx (Grand total (FX))
TotalAmountWithoutTax (Total amount without taxes)
TotalAmountWithoutTaxFx (Total amount without taxes (FX))
TotalTaxAmount (Total amount without taxes)
TotalTaxAmountFx (Total amount without taxes (FX))
TotalTaxReverseAmount (Total amount of tax in reverse charge procedure)
TotalTaxReverseAmountFx (Total amount of tax in reverse charge procedure (FX))
UnpaidAmount (Unpaid amount)
UnpaidAmountFx (Unpaid total (FX))
UnpaidAmountPersistent (Remaining unpaid sum)
Inserting the placeholders
Paste the desired placeholder(s) in square brackets ("brackets") into the text of your email. Here's how:
[Salutation]
[FullName]
[DefaultAddress]
When your email is sent, the placeholders are automatically replaced with the information from your database.
Tip: If you are unsure, we recommend sending a test email to your own email address in advance.
