When using custom messages, you can use placeholders to insert case-specific values in message templates. It is also possible to use placeholders in check elements.
This is a list of all messages that are relevant to accounts.
| Abbreviation | Used in | Available placeholders |
|---|---|---|
| dearSir | Mail and WebApp opener if customer male | firstname, lastname |
| dearSirInformally | Informal Mail and WebApp opener if customer male | firstname |
| dearMadam | Mail and WebApp opener if customer is female | firstname, lastname |
| dearMadamInformally | Informal Mail and WebApp opener if customer is female | firstname |
| dearMx | Mail and WebApp opener if customer is mx | firstname, lastname |
| dearMxInformally | Informal Mail and WebApp opener if customer is mx | firstname |
| dearNeutral | Mail and WebApp opener if check is neutral | none |
| dearSirSms | SMS opener if customer male | firstname, lastname |
| dearSirInformallySms | Informal SMS opener if customer male | firstname |
| dearMadamSms | SMS opener if customer is female | firstname, lastname |
| dearMadamInformallySms | Informal SMS opener if customer is female | firstname |
| dearMxInformallySms | Informal SMS opener if customer is female | firstname |
| dearNeutralSms | SMS opener if check is neutral | none |
| checkEmailSubject | Mail subject | sendername, checksubject |
| checkEmailSubjectInformally | Informal Mail subject | sendername, checksubject |
| checkEmailForwardSubject | Mail subject for forward email | sendername, checksubject |
| checkSmsBody | SMS body | link (required), checksubject, checknotes |
| checkSmsBodyInformally | Informal SMS body | link (required), checksubject, checknotes |
| checkSmsReminderBody | SMS body for reminder sms | link (required), checksubject, checknotes |
| checkSmsReminderBodyInformally | Informal SMS body for reminder sms | link (required), checksubject, checknotes |
| checkSmsForwardBody | SMS body for forward sms | link (required), checksubject, checknotes |
| checkSmsForwardBodyInformally | Informal SMS body for forward sms | link (required), checksubject, checknotes |
| checkEmailBody | Mail body | link (required), checksubject, checknotes |
| checkEmailBodyInformally | Informal Mail body | link (required), checksubject, checknotes |
| checkEmailReminderBody | Mail body | link (required), checksubject, checknotes |
| checkEmailReminderBodyInformally | Informal Mail body | link (required), checksubject, checknotes |
| checkEmailForwardBody | Mail body for forward email | link (required), checksubject, checknotes |
| checkEmailForwardBodyInformally | Informal Mail body for forward email | link (required), checksubject, checknotes |
| greetingsSms | SMS greetings | * (see below) |
| greetingsSmsInformally | Informal SMS greetings | * (see below) |
| greetingsEmail | Mail greetings | * (see below) |
| greetingsEmailInformally | Informal Mail greetings | * (see below) |
| impressInSms | SMS impress | link (required) |
| impressInEmail | Mail impress | link (required) |
| emailFooter | Mail footer | * (see below) |
| emailFooterInformally | Informal Mail footer | * (see below) |
| emailSenderName | Mail's header sender name | companyname, sendername |
| emailSenderAddress | Mail's header sender address | companyemail, useremail |
| answerAppText | WebApp's opener text | checksubject |
| answerAppTextInformally | Informal WebApp's opener text | checksubject |
| answerAppTextOnlyInfo | WebApp's opener text | checksubject |
| answerAppTextOnlyInfoInformally | Informal WebApp's opener text | checksubject |
| answerAppGreetings | WebApp's greetings | * (see below) |
| answerAppGreetingsInformally | WebApp's informal greetings | * (see below) |
| answerAppSentBy | WebApp's "sent by" block | * (see below) |
| answerAppImpressLabel | WebApp's imprint label | companyname |
| answerAppPrivacyPolicyLabel | WebApp's privacy policy label | companyname |
| answerAppDeletedMessage | WebApp's deleted check message | none |
| answerAppDeletedMessageInformally | WebApp's informal deleted check message | none |
| getAnswerAppDisclaimer | WebApp's disclaimer | privacyPolicyUrl |
| answerAppSuccessMessage | WebApp's success message | none |
| answerAppSubmitLabel | WebApp's submit button label | all |
| answerAppSubmitAnywayLabel | WebApp's "submit anyway" button label | all |
| answerAppSuccessMessageInformally | WebApp' informal success message | none |
| ratingsPopover | WebApp's rating popover text | none |
| pdfContactPerson | PDF's contact person block | * (see below) |
| verificationEmailSubject | Subject of email with verification code | none |
| verificationEmailBody | Body of email with verification code | code |
| verificationSmsBody | Body of sms with verification code | code |
* = sendername, companyname, companystreet, companypostcode, companycity, companycountry, companyphone, companyemail, userphone, useremail, usernotificationemail, userlastname, userposition, usertitle and user custom values (u_Label or identifier)
Check-specific data includes elements (specifically the options.text and options.choices properties), the message (check link message body), messageSubject (check link message subject) and answerAppText (text shown in the answer app).
You can use these placeholders in the check-specific data:
titlefirstnamelastnamechecksubjectchecknotessendingvaluesendingvalue_alternativecompanynameCustom values have an identifier, a label and a value. You can use either the identifier or the label prefixed with c_.
Example for a custom value:
{
"identifier": "customerNr",
"label": "Customer number",
"value": "1234567"
}
To insert "1234567" in the text option of a check element, use {{ customerNr }} or {{ c_Customer number }}.
Note that you need to spell it exactly like this: {{, followed by one space, then the placeholder key, followed again by exactly one space and then the closing }}.
See Notion