Within the database, some features allow you to enter placeholders, which will be replaced with corresponding data from the database records.
Placeholders can be utilized when creating documents anywhere there is a Text Above or Text Below free text field.
Placeholders can also be used in mailings to personalize an email via contact record data.
Placeholders for documents and reports
Free text fields will be available within the edit screen for a document or report before generating the document. These fields can accept placeholders, which will carry over corresponding data from the associated contact or artwork record.
The following placeholders can be utilized in free text fields for documents or reports:
date
year
percentage
activity_code
recipient
recipient_upper
recipient_full_address
recipient_full_address_one_line
recipient_full_address_and_prefix
shipped_from
shipped_from_full_address
shipped_from_full_address_and_prefix
shipper
shipper_full_address
firstname
returndate
gallery
gallery_details
production_costs_artist_label
production_costs_gallery_label
artist
artist_upper
totalvalue
yourname
courtesy
copyright
total_retail_price
total_retail_extras
total_net
Placeholders for emails and campaigns
Free text fields that allow message customisation will be available within the edit screen for mailings through the database. These fields can accept bracketed placeholders, which will carry over corresponding data from the associated contact record.
The following placeholders can be utilized in free text fields for mailings and campaigns:
{fullname}
{firstname}
{lastname}
{email}
{organisation}