Articles on: Clients

Types of variables in templates

There are a few types of variables, used by the system. Let's call the first one 'GENERAL' for convenience. You can use variables from this group within Email Templates sent from the Client profile because they are attached to the constant information, which is your client's and company's profiles. Those variables are marked in green:



On the other hand, variables associated with Project ID/ Project Address /etc. do not work with Email Templates sent from the Client profile because the system doesn't know which project you are referring to. Those variables are marked in red:



If you need to send a Project related Email, you should send it from the Project profile or enter such details manually, otherwise, the email is going to look like this:





As you can see on the last screenshot, variables [CUSTOMER_NAME], [COMPANY_EMAIL], and [COMPANY_PHONE], are displayed correctly.

The same logic applies to the SMS templates as well.

Variables [AMOUNT], [DATE], [PORTAL], [ESTIMATE_LINK] can't be used in templates send from the Clients Profile


Updated on: 29/03/2023