TaxDome Shortcodes

When creating templates for email, messages, organizers, contracts and jobs—or sending email in bulk—use shortcodes, or dynamic data, to be efficient and save time. These are codes that actual text automatically replaces, such as for a recipient’s name, address, account name or the date. You can use all account and contact fields as shortcodes, including custom ones. 

Covered here:

• Types of Shortcodes
• Searching for a Shortcode
• Account Shortcodes
• Contact Shortcodes
• Date Shortcodes
• Service Shortcodes
• Workflow Shortcodes

Types of Shortcodes

Here, we show you all the types of shortcode we offer and where you can use them:     

Shortcode Types	Where they are used
Account (including custom fields)	Bulk emails—in the subject line and body        Email templates—in the subject line and body   Message templates Job templates Contract templates Organizer templates (custom fields currently not supported)
Contact (including custom fields)	Bulk emails Email templates
Date	Bulk emails Email templates Message templates Job templates Contract templates Organizer templates
Workflow	Job templates
Contract	Contract templates

Below, see examples using shortcodes and how it appears on the client side:

Shortcodes Used in the Template	What Your Client Sees
[CURRENT_MONTH_NAME] Notice for [ACCOUNT_NAME]	July Notice for ACME Corp
Dear [FIRST_NAME] [LAST_NAME]: Our team wasn’t able to reach you. Is the phone number [PHONE_NUMBER] correct?	Dear Otto Mann: Our team wasn’t able to reach you. Is the phone number +1 855-766-3835 correct?
Your 1040 for [LAST_YEAR] is ready!	Your 1040 for 2021 is ready!
The total amount for services provided will be [SERVICES_TOTAL].	The total amount for services provided will be $243.
Basic organizer for [FIRST_NAME] [LAST_NAME]	Basic organizer for John Doe

Searching for a Shortcode

To find a specific shortcode, type a keyword in the search field, then press Enter on your keyboard. Click x in the search field to clear it.

Account Shortcodes

When you use the Account name shortcode in an email, message, job, organizer name or contract template, or in an email to multiple parties, the name of each recipient’s account replaces the inserted shortcode.

Use any of the custom account fields as a shortcode. Learn how to create custom account fields here.

Contact Shortcodes

When you use Contact shortcodes in an email template, or in an email to multiple parties, contact data replaces the inserted shortcode.

Contact shortcodes can be used for any of the following:

• First Name
• Middle Name
• Last Name
• Phone Number
• Country
• Street Address
• City
• State
• Province
• Zip

You can also use any custom contact fields as shortcode. To learn more about how to create custom contact fields, go here.

Date Shortcodes

Use Date shortcodes when creating an email, message, job, organizer name or contract template or when sending an email to multiple parties.

Date shortcodes include:

Current Dates	Past Dates	Future Dates
Current day full date	Last day full date	Next day full date
Current day number	Last day number	Next day number
Current day name	Last day name	Next day name
Current week	Last week	Next week
Current month number	Last month number	Next month number
Current quarter	Last quarter	Next quarter
Current year	Last year	Next year

Service Shortcodes

When you use Services shortcodes in a contract template, the total amount of the services provided will replace the inserted Services total shortcode.

Workflow Shortcodes

Workflow shortcodes are used in job template names and replaced with individualized text on the job cards displayed in pipelines. Workflow shortcodes include:

• Due Date: the date the job is set to be due in the template
• Pipeline Periodicity: the job schedule settings in the selected pipeline
• Priority: the priory set in the job template

For more details about customizing job names with shortcodes, go here.