Introducing a new Customer Center experience Learn more

How do I get an overview of all available template variables for Service and Mailing?

How do I get an overview of all available template variables which I can to use in Service or Mailing?

You can use template variables to insert information from your SuperOffice CRM into the communication messages with customers. To get an overview of all available template variables in the Mailing module or Service please click on one of the links below:


Get a list of all available template variables you can use in reply templates in SuperOffice Service

  1. Click on Knowledge base (1) and Reply templates (2).


     
  2. Click on the New reply template button in the right-top corner to create a new reply template, please check this article to learn more about creating reply templates.


     
  3. To get a list of all template variables you can either type "%PARSER_TREE%" (2) in HTML text (1) tab or click on Template variables (3) and choose an item List of available template variables (4) and save template by clicking OK (5).




     
  4. Then when you use this reply template in request it will bring all available template variables, which can be used and values, which would have been filled in the template that used the template variable.




     
  5. To use template variables simply type them within parenthesis inside the reply template and the next time you'll use this template for the reply, the information in template variables will be filled in with the information from SuperOffice CRM.  




Get a list of all available template variables you can use in message in SuperOffice Mailing

  1. Open a mailing message, which you can use for testing and in any text paragraph type in [[PARSER_TREE]] (1) and click on Send test (2). Include an e-mail address where you want to receive a test e-mail and click OK.




     
  2. Then check your email. You will find a message that contains all possible template variables you can use in mailing message. You can use data from fields on:
     
    • Recipient's company 
       
    • Recipient's contact card 
       
    • Recipient's personalized e-marketing management links 
       
    • Some licence and maintenance information 
       
    • The user´s who is set to "Our Contact" on the recipient's company card.
       
      ourContact.company.address
      ourContact.company.url
      ourContact.company.name
      ourContact.direct
      ourContact.cellphone
      ourContact.salutation
      ourContact.title
      ourContact.lastname
      ourContact.middlename
      ourContact.firstname
      ourContact.email
      ourContact.name
    • The user´s who is set to "Our Sales Contact" on the recipient's company card
       
      ourSalesContact.company.address
      ourSalesContact.company.url
      ourSalesContact.company.name
      ourSalesContact.direct
      ourSalesContact.cellphone
      ourSalesContact.salutation
      ourSalesContact.title
      ourSalesContact.lastname
      ourSalesContact.middlename
      ourSalesContact.firstname
      ourSalesContact.email
      ourSalesContact.name

      Note! With template variables you can also include User Defined field values in your Mailing message. To do this enter the Prog ID of the User Defined field as a variable in your Mailing message.



If you use the old Mailing template editor, please follow the steps below:

  1. Open a mailing message, which you can use for testing and click on the Edit paragraph (1) button.


     
  2. In Body tab (1) click on Template variables (2) and choose an item List of available template variables and save paragraph by clicking OK (3).


     
  3. Click on Send test (1) button in the left down corner to send the mailing test message to yourself (2). Click OK (3) to do it. 


     
  4. Check your email, you'll find a messages, which lists all possible template variables that you can use in Mailings.
     

Note! You can also use functions that retrieve specific information. You can alter a date output by changing the variable format. Below are options, which you can use.

YY4 = year, 4 digits
YY2 = year, 2 digits
MM2 = month, 2 digits
MM1 = month, 1 or 2 digits
DD2 = day of month, 2 digits
DD1 = day of month, 1 or 2 digits
MONTH = Name of month. Array of names must be passed as 3rd argument.
WDAY = Name of weekday. Array of names, starting with sunday, as 4th argument.

More information about the meaning of the fields you can find in the SDK. 

HH24: Hour of day, 2 digits, 24 hour format
H24: Hour of day, 1 or 2 digits, 24 hour format.
HH12: Hour of day, 2 digits, 12 hour format.
H12: Hour of day, 1 or 2 digits, 12 hour format
MI2: Minutes. 2 digits.
SS2: Seconds. 2 digits.
AMPM: AM/PM indicator, "am" or "pm" 


More information

Docs: Service reply templates