Working with customer field tags

Customer field tags can be used in email subject lines and message content to personalize the message to the recipient. The field tags will pull the information from the customer profile and your facility settings [Data Entry->Manage->Settings], so make sure you have the relevant information filled out before you use a field. Here is how to add a field in an email subject line or message content.

  1. In the Data Entry main window, click Manage and select Email System.
  2. Select the action you would like to edit from either the Standard Actions tab or Custom Actions tab and click the Edit button.
  3. To add a customer field to a subject line, click the Properties tab and select the subject line. To add a customer field to the email body content, select the Message Body tab.
  4. Enter one of the following fields as appropriate:
    • {{firstname}}
    • {{lastname}}
    • {{creditcard}}
    • {{creditcared_expdate}}
    • {{facilityname}}
    • {{facilityphone}}
    • {{facilityaddress}}
    • {{actiondate}}
    • {{eventdate}}

 

 

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