Placeholders are words in double curly brackets that are swapped for real details when something is sent. Type them exactly as shown, brackets included. Capitals don't matter.
Emails, email templates and sequences
Where: Email templates (Settings › Email templates), the email composer and sequence steps.
| Placeholder | What it becomes |
|---|---|
{{contact.first_name}} |
Contact first name |
{{contact.name}} |
Contact full name |
{{contact.email}} |
Contact email |
{{contact.job_title}} |
Contact job title |
{{organization.name}} |
Organization name |
{{opportunity.title}} |
Opportunity title |
{{opportunity.value}} |
Opportunity value |
{{me.first_name}} |
Your first name |
{{me.name}} |
Your full name |
{{me.email}} |
Your email |
- If a contact is missing a value, the composer warns you before sending, and a sequence stops for that contact with a note rather than sending a gap.
- Older names still work: {{person.first_name}} is the same as {{contact.first_name}}, and {{deal.title}} the same as {{opportunity.title}}.
Broadcasts (email marketing)
Where: The subject and body of a broadcast.
| Placeholder | What it becomes |
|---|---|
{{first_name}} |
Contact's first name |
{{name}} |
Contact's full name |
{{email}} |
Contact's email |
{{job_title}} |
Contact's job title |
{{company}} |
Their organization's name (same as {{organization.name}}) |
{{me.first_name}} |
Sender's first name |
{{me.name}} |
Sender's full name |
- Add a fallback after a bar for contacts without a value: {{first_name|there}} becomes "there" when the first name is missing.
Quote templates (designed in ZyfrHub)
Where: The cover note, footer and terms of a quote template (Settings › Quotes).
| Placeholder | What it becomes |
|---|---|
{{quote.number}} |
Quote number, e.g. Q-0012 |
{{quote.title}} |
Quote title |
{{quote.issue_date}} |
Date issued |
{{quote.valid_until}} |
Valid until |
{{quote.subtotal}} |
Subtotal (before tax) |
{{quote.tax}} |
Tax amount |
{{quote.total}} |
Total including tax |
{{quote.currency}} |
Currency code |
{{quote.notes}} |
Terms & notes |
{{tax_label}} |
Tax name, e.g. GST |
{{customer.name}} |
Contact's full name |
{{customer.first_name}} |
Contact's first name |
{{customer.email}} |
Contact's email |
{{customer.organization}} |
Organization |
{{company.name}} |
Your company name |
{{company.details}} |
Your company details (address, ABN) |
{{rep.name}} |
Rep's name |
{{rep.email}} |
Rep's email |
{{opportunity.title}} |
Opportunity title |
- Unknown placeholders are left as typed so mistakes are easy to spot in the preview.
Word quote templates
Where: Anywhere in an uploaded Word (.docx) template, including headers and footers.
| Placeholder | What it becomes |
|---|---|
{{quote.number}} |
Quote number, e.g. Q-0012 |
{{quote.title}} |
Quote title |
{{quote.issue_date}} |
Date issued |
{{quote.valid_until}} |
Valid until |
{{quote.subtotal}} |
Subtotal (before tax) |
{{quote.tax}} |
Tax amount |
{{quote.total}} |
Total including tax |
{{quote.currency}} |
Currency code |
{{quote.notes}} |
Terms & notes |
{{tax_label}} |
Tax name, e.g. GST |
{{customer.name}} |
Contact's full name |
{{customer.first_name}} |
Contact's first name |
{{customer.email}} |
Contact's email |
{{customer.organization}} |
Organization |
{{company.name}} |
Your company name |
{{company.details}} |
Your company details (address, ABN) |
{{rep.name}} |
Rep's name |
{{rep.email}} |
Rep's email |
{{opportunity.title}} |
Opportunity title |
- Line items: make a table with a header row and one more row. Start the first cell of that row with {{#lines}} and end the last cell with {{/lines}}. The row repeats once per item.
- Unknown placeholders are listed when you upload the template and come out blank.
Inside the {{#lines}} … {{/lines}} row of a Word template
Where: Only between {{#lines}} and {{/lines}}.
| Placeholder | What it becomes |
|---|---|
{{name}} |
Item name |
{{details}} |
Billing and bundle contents |
{{code}} |
SKU |
{{quantity}} |
Quantity |
{{unit_price}} |
Unit price |
{{discount}} |
Discount, e.g. 10% |
{{tax_rate}} |
Tax rate |
{{amount}} |
Line amount |
Automations
Where: Task subjects, notes, notifications and emails written by automations (Settings › Automations).
| Placeholder | What it becomes |
|---|---|
{{record.title}} |
Title of the opportunity, lead or contact the rule ran on |
{{record.value}} |
Opportunity value |
{{owner.name}} |
Owner's name |
{{contact.name}} |
Contact's full name |
{{organization.name}} |
Organization name |
{{stage.name}} |
Stage name |
{{order.number}} |
Sales order number, e.g. SO-0012 |
{{order.total}} |
Sales order total |
{{order.link}} |
Link to the sales order |
- Order placeholders only have values in rules that run on sales orders.