Use fields (tags) in a message template

You can use different tags in the message templates for e-mailing messages from Profit. An example of a tag is {QuotationNumber}, which you use to retrieve the specific quotation number from the quotation that was automatically attached to the e-mail as a PDF.

Below you can see the possible tags for the e-mail message templates. For each process step, you have various additional tags to incorporate the step-specific details into the message template.

The tags are supplied with Profit. You cannot create your own tags.

Contents

CRM

Message template type

Tag

Additional explanation

Cursus (cursusbevestiging)

 

 

{Description}

{Salutation}

{UsuallyCalledOrFirstName}

{Course date}

{Event}

{Teacher}

{Location}

{Organisation name}

{UniqueParticipantKey}

 

 

 

You can use this tag to include the first session date in the generated mail sent to the participant.

 

 

 

This generates a unique confirmation number. For example, you can use the QR code.

Course invoice

{Invoice number}

{DebtorNumber}

{Salutation}

{UsuallyCalledOrFirstName}

{AtnLine}

{ExpiryDate}

{TotalAmount}

{Reference}

{Organisation name}

{Remark}

{Translated description}

{Administration name}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

 

 

Order number/reference

 

Financial

Message template type

Tag

Additional explanation

Payment specification

{Salutation}

{CreditorNumber}

{TotalAmount}

{Date}

{Organisation's name}

{Translated description}

 

 

 

Preferred processing date.

Collection specification

Repayment specification

{Salutation}

{DebtorNumber}

{TotalAmount}

{Date}

{Organisation's name}

{Translated description}

 

 

 

Preferred processing date.

Reminder / Account statement

{DebtorNumber}

{TotalBalance}

{Salutation}

{AtnLine}

{ReferenceDate}

{Administration name}

{Organisation's name}

{Translated description}

{Condition}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

 

 

 

 

Only in case of reminders. Reminder number.

Invoice

Draft

Pro forma subscription invoice

{InvoiceNumber}

{DebtorNumber}

{Salutation}

{AtnLine}

{ExpiryDate}

{TotalAmount}

{Reference}

{Organisation's name}

{Remark}

{Translated description}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

 

 

Order number/reference

Order management

Message template type

Tag

Additional explanation

Invoice

Draft

Balie-/directfactuur

{InvoiceNumber}

{DebtorNumber}

{Salutation}

{UsuallyCalledOrFirstName}

{AtnLine}

{ExpiryDate}

{TotalAmount}

{Reference}

{Organisation's name}

{Remark}

{Translated description}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

 

 

 

Order number/reference

Purchase order

 

 

 

 

 

 

{OrderNumber}

{CreditorNumber}

{Salutation}

{UsuallyCalledOrFirstName}

{AtnLine}

{Organisation's name}

{Remark}

{Translated description}

{TotalAmount}

{TotalAmountCurrency}

{Currency}

{CurrencyDescription}

{Administration name}

{Remark}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

Purchase quotation

 

 

 

The fields of the purchase order plus:

{QuotationNumber}

{Omschrijving offerte}

{Reference}

{Project}

{Project description}

 

 

 

 

 

(Purchase)Quotation request invitation

E-mail quotation request

Quotation request withdrawal

Quotation request rejection

Expired quotation request

The fields of the purchase order and purchase quotation, plus:

{Comment}

 

 

Text in the Comment field in the wizard for the action. Option for personal/ad hoc text in the default message template.

Sales quotation/

Sales order/

Packing slip

{Quotation number}

{OrderNumber}

{PackingSlipNumber}

{DebtorNumber}

{Salutation}

{UsuallyCalledOrFirstName}

{AtnLine}

{ExpiryDate}

{TotalAmount}

{Reference}

{Organisation's name}

{Remark}

{Translated description}

Number of the quotation/order/packing slip

 

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

 

 

Order number/reference

 

Using this field in the header, you can further personalise message templates. Include a field in the order header, for example,

Receipt

{ReceiptNumber}

{CreditorNumber}

{Salutation}

{UsuallyCalledOrFirstName}

{AtnLine}

{Organisation's name}

{Remark}

{Translated description}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

Purchase invoice

{Invoice number}

{CreditorNumber}

{Salutation}

{UsuallyCalledOrFirstName}

{AtnLine}

{ExpiryDate}

{TotalAmount}

{Organisation's name}

{Remark}

{Translated description}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

 

 

Basic sales order

{Order number}

{TotalAmount}

{Reference}

{Organisation's name}

{Remark}

{Translated description}

 

 

Order number/reference

Basic purchase order

OrderNumber}

{TotalAmount}

{Salutation}

{UsuallyCalledOrFirstName}

{CreditorNumber}

{AtnLine}

{Organisation's name}

{Remark}

{Translated description}

 

Projects

Message template type

Tag

Additional explanation

Project invoice

Draft invoice

Instalment invoice

 

{InvoiceNumber}

{DebtorNumber}

{Salutation}

{AtnLine}

{ExpiryDate}

{TotalAmount}

{Reference}

{Organisation's name}

{Remark}

{Translated description}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

 

 

Order number/reference

Cost estimate

{Quotation number}

{DebtorNumber}

{Salutation}

{AtnLine}

{TotalAmount}

{Organisation's name}

{Remark}

{Translated description}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

Subscriptions

Message template type

Tag

Additional explanation

Subscription invoice

Draft

Pro forma subscription invoice

{InvoiceNumber}

{DebtorNumber}

{Salutation}

{AtnLine}

{ExpiryDate}

{TotalAmount}

{Reference}

{Organisation's name}

{Remark}

{Translated description}

 

 

Letter salutation for (main) contact,

 

Attn: line for (main) contact,

 

 

Order number/reference

InSite/OutSite

Message template type

Tag

Additional explanation

Change password 

Opt-in confirmation

Workflow action

Access to portal

{Description}

 

{Link}

{Link: hier}

 

{Salutation}

{Organisation's name}

Place from which you are sending the request, e.g. our website.

Link a user can click on to change the password.

If you use {Link: here}, the word 'hier' appears in the message and the user can click on it. You could use this, for example in the following sentence: “Click here for more information".

 

Payroll

Message template type

Tag

Additional explanation

Wage slip / Annual statement / Report set

{Salutation}

{UsuallyCalled}

{UsuallyCalledOrFirstName}

 

{Initials}

{Prefix}

{LastName}

{Organisation name}

 

{Year}

 

{Period}

 

 

{Signatory}

 

 

{TypeOfPaySlip}

 

 

If you have entered both for the employee, Profit uses the value in Usual name.

 

 

 


The employer.

 

 

 

You can only use {Period} for the Wage slip message template type.

 

Profit retrieves the value for the pay slip and annual statement from the Signatory e-mail field on the Pay slip/annual statement tab in the employer properties.

 

You can only use {TypeOfPaySlip} for the Wage slip message template type.

Depending on the setting for generating pay slips, Profit uses one of the following values:

  • original
  • substitute
  • differences

Report set

{Signatory}

 

 

{Organisation name}

 

{Period}

{Year}

For the report set, this field is on the Report set tab in the employer properties.

 

The employer.

 

Education documents

(Available under the Education activation)

{Salutation}

{UsuallyCalled}

{UsuallyCalledOrFirstName}

 

{Initials}

{Prefix}

{LastName}

{Organisation name}

 

{DocumentType}

 

{Signatory}

 

 

 

{Employee code}

 

 

If you entered both for the employee, Profit uses the value in Usual name.

 

 

 

 

The employer.

 

The education document type.

 

Profit retrieves the value for the education documents from the Signatory e-mail field on thePay slip/annual statement tab in the employer properties.

 

 

Applicant Self Service

(for message template with Application rejection message type only)

{NameRespPerson}

{EmailRespPerson}

{TelephoneRespPerson}

{NameContactperson}

{EmailContactperson}

{TelephoneContactperson}

{VacancyDescription}

{Salutation}

{UsuallyCalled}

{UsuallyCalledOrFirstName}

{Initials}

{Prefix}

{LastName}

{Organisation name}

{DocumentType}

{Signatory}

{Description}

{Link}

Details of the responsible person from the vacancy.

 

 

Details of the contact person from the vacancy.

Directly to

  1. Message template
  2. Authorise e-mailing reports
  3. Set the e-mail server and sender
  4. Configure e-invoicing
  5. Configure contacts for e-mailing and printing
  6. Change a message template
  7. Use fields (tags) in a message template
  8. Add a message template
  9. Set a deviating sender for each message template
  10. Change the default name of an attachment
  11. Link a message template
  12. Use a message template, for example to issue invoices in bulk