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Shortcodes are dynamic placeholders that automatically insert relevant information into your workflow emails and quote line items. They help personalize content and ensure accurate information is always included. Short codes are formatted as {{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

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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.

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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.

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Contact Information

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Company Information

This is information about your company

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Quote Information

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Shortcode Availability Matrix

Ready to become a shortcodes power user? Check out our Helper Functions for additional features like default values and more.