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.
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:
|
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. |