{{entity.attribute}} and must be surrounded by {{}} to be translated to a dynamic value.
Where Shortcodes Work
Shortcodes resolve in:- Workflow email templates — Quote Sent, Quote Booked, First Event Start, Last Event End
- Quote line item descriptions — Service and Add-on descriptions on a quote. Personalize each line with guest count, event date, customer name, and more using the same
{{entity.attribute}}syntax. Shortcodes resolve when the quote is created.
Available Shortcodes by Trigger
Specific shortcodes are only available for certain triggers based on what data is available at that stage of the customer journey.- Quote Sent / Quote Requested
- Quote Booked / First Event Start / Last Event End
Lead Information
| Shortcode | Description | Example |
|---|---|---|
{{lead.first_name}} | Lead’s first name | John |
{{lead.last_name}} | Lead’s last name | Doe |
{{lead.full_name}} | Lead’s full name | John Doe |
{{lead.email}} | Lead’s email address | john@example.com |
{{lead.company_name}} | Lead’s company name | Acme Inc |
{{lead.phone}} | Lead’s phone number | +1 234-567-890 |
{{lead.city}} | Lead’s city | New York |
Company Information
This is information about your company| Shortcode | Description | Example |
|---|---|---|
{{company.name}} | Company name | Acme Inc |
{{company.contact_email}} | Company contact email | contact@acmeinc.com |
{{company.contact_phone}} | Company contact phone number | +1 234-567-890 |
Quote Information
| Shortcode | Description | Example |
|---|---|---|
{{quote.event_start_date}} | Quote event start date | May 1, 2025 |
{{quote.event_start_time}} | Quote event start time | 10:00 AM |
{{quote.event_end_date}} | Quote event end date | May 2, 2025 |
{{quote.event_end_time}} | Quote event end time | 10:00 PM |
{{quote.event_address}} | Quote event address | 123 Main St, Anytown, USA |
{{quote.guest_count}} | Quote guest count | 10 |
{{quote.number_of_days}} | Quote number of days | 2 |
{{quote.number_of_staff}} | Quote number of staff | 2 |
{{quote.number_of_resources}} | Quote number of resources | 2 |
{{quote.expiration_date}} | Quote expiration date | May 30, 2025 |
{{quote.service_duration_hours}} | Total service duration across all days, in hours | 8 |
{{quote.daily_service_duration_hours}} | Average service duration per day, in hours (rounded to 15 min) | 4 |
Shortcode Availability Matrix
| Shortcode Category | Quote Requested | Quote Sent | Quote Booked | First Event Start | Last Event End |
|---|---|---|---|---|---|
| Lead | ✓ | ✓ | ✓ | - | - |
| Company | ✓ | ✓ | ✓ | ✓ | ✓ |
| Quote | ✓ | ✓ | - | - | - |
| Booking | - | - | ✓ | ✓ | ✓ |
Ready to become a shortcodes power user? Check out our Helper
Functions for additional features like default
values and more.