{{entity.attribute}} and must be surrounded by {{}} to be translated to a dynamic value.
After adding shortcodes to a message template, preview
it with a quote to make sure
they work as expected
Available Shortcodes by Trigger
Specific shortcodes are only available for certain triggers - for example,{{invoice.due_date}} wouldn’t be available for a Quote Sent trigger before there’s a booking and invoice.
- Quote Sent
- More Triggers Coming Soon
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.amount}} | Quote amount | $1,500.00 |
{{quote.event_start_date}} | Quote event start date | March 25, 2025 |
{{quote.event_start_time}} | Quote event start time | 10:00 AM |
{{quote.event_end_date}} | Quote event end date | March 26, 2025 |
{{quote.event_end_time}} | Quote event end time | 1:00 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 | April 11, 2025 |
Ready to become a shortcodes power user? Check out our Helper
Functions for additional features like default
values and more.