Shortcode modes in emails

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

When using shortcodes in emails, you’ll need to select either the Account shortcodes or Contact shortcodes mode:

• Wenn der Modus Konto shortcodes gewählt wird, wählen Sie Konten als Empfänger aus und können Kontonamen und benutzerdefinierte Kontofelder anwenden. shortcodes.  

• Wenn der Modus Kontakt shortcodes gewählt wird, wählen Sie Kontakte oder bestimmte E-Mails als Empfänger aus, und Sie können sowohl Konto- als auch Kontaktinformationen anwenden. shortcodesanwenden, auch solche, die auf benutzerdefinierten Feldern basieren. 

  Datum shortcodes sind in beiden Modi verfügbar.

  So wählen Sie den Shortcode-Modus aus:

• When creating or editing an email template: Select the shortcode mode in the Mode section.

  

• When sending an email in bulk: In the New email window, click Contact shortcodes, then select the shortcode mode from the drop-down.

  

Konto shortcodes Modus

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 . 

Kontakt 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 . 

Datum 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 . 

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