Shortcode modes in emails

Sommario

Select the shortcode mode
Account shortcodes modalità
Contatto shortcodes
Data shortcodes

When sending emails from TaxDome, you can either select accounts or specific contacts as recipients. Since selecting one of those modes also affect which shortcodes will be available for use, we call them shortcode modes. Here, we go into details of how it works.

Select the shortcode mode

Quando si utilizza shortcodes nelle e-mail, dovrai selezionare la modalità shortcodes Account o shortcodes dei contatti :

Quando viene scelta la modalità shortcodes Account , seleziona accounts come destinatari e puoi presentare domanda account nome e consuetudine account campo shortcodes .
Quando si sceglie la modalità shortcodes contatti , si selezionano contatti o email specifiche come destinatari e si possono applicare entrambi account e contattare shortcodes , compresi quelli basati su campi personalizzati.

Data shortcodes sono disponibili in entrambe le modalità.

Per selezionare il shortcode modalità:
Durante la creazione o la modifica di un modello di posta elettronica: selezionare shortcode modalità nella sezione Modalità .
Quando si invia un'e-mail in blocco: nella finestra Nuova e-mail , fare clic su shortcodes dei contatti , quindi selezionare shortcode modalità dal menu a discesa.

Account shortcodes modalità

When you choose the Account shortcodes mode while creating an email template or sending an email in bulk, you select accounts as the recipients of the email. The email with cc will be sent to all contacts linked to the account. It can be then found in the Clients > Accounts > Communication > Email section as a single thread.

In this mode, you can use an account name and account custom fields as shortcodes in emails. For more details about account shortcodes, go here .

Contatto shortcodes

When you choose the Contact shortcodes mode while creating an email template or sending an email in bulk, you select contacts and specific email addresses as the recipients. Each selected contact or email address gets an email which can be then found in the Clients > Accounts > Communication > Email section as a separate threads.

You also need to use this mode when you want to use contact shortcodes in your emails; for example, first name, email address, phone number or any custom contact field you’ve created. For more details about contact shortcodes, go here .

Data shortcodes

When creating an email template or sending an email in bulk, you can use date shortcodes in both the Account shortcodes and Contact shortcodes modes.

For more details about date shortcodes, go here .