Email (Advanced): Shortcode Modes

pro

For TaxDome Pro users only. Upgrade anytime.

Shortcodes (also called dynamic data) act as placeholders for text to populate. They’re used in emails, for example, for the recipient’s name, subject line, and even body text—and are huge time-savers in email templates and when sending emails in bulk. When you apply them, you choose one of two modes. Here, we show you how it works.  

Covered here:

Selecting the Shortcode Mode

When using shortcodes in emails, you select either the Account shortcodes or Contact shortcodes mode:

  • When the Account shortcodes mode is selected, you select accounts as the recipients, and you can apply account name and custom account fields shortcodes.  
  • When the Contact shortcodes mode is selected, you select contacts as the recipients, and you can apply both account and contact shortcodes, including the ones based on custom fields. 
Date shortcodes are available in both modes.

To select the shortcode mode:

  • When creating or editing an email template: Choose a shortcode mode by selecting the option under the Mode section.

  • When sending an email in bulk: Click on the downward arrow to the right of the template name, then choose a shortcode mode from the drop-down.

Account Shortcodes Mode 

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 is sent to all contacts linked to the account who have Notify toggled on.

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

Contact Shortcodes

When you choose the Contact shortcodes mode when creating an email template or sending an email in bulk, you select contacts as the recipients: The email is sent to only the selected contacts.

You also need to use this mode when you want to use contact shortcodes in your emails—e.g., first name, email address, phone number, or any custom contact fields you've created. For more details about contact shortcodes, go here

Date 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

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us