Here's a list of field placeholders that you can use. If the placeholder you need is not listed here, you can find a field placeholder name. Find out how to use field placeholders.
Where a placeholder has | optional} this means data is only pulled through if the database contains a value.
For emails and text messages
| Field Placeholder | Description |
|---|---|
{to.firstname}
|
First name of the contact |
{to.lastname}
|
Last name of the contact |
{to.email}
|
Contact's email address |
From the sender for emails and text messages:
| Field Placeholder | Description |
|---|---|
{from.firstname}
|
First name of the sender |
{from.lastname}
|
Last name of the sender |
{from.email}
|
Sender's email address |
{from.telephone}
|
Sender's telephone number |
For letters
{today}
You can also change the date format of the today placeholder:
{today | D MMMM YYYY}
Clients
| Field placeholder | Field name |
|---|---|
{client.visibleid}
|
Client ID |
{client.contact1.firstname} {client.contact1.lastname}
|
Primary contact information |
{client.contact2.firstname} {client.contact3.lastname}
|
Secondary / other contact information |
Business information |
|
{client.title}
|
Client name |
{client.tradingname | optional}
|
Trading as name |
{client.type}
|
Client type |
{client.clienttype}
|
Business type |
{client.clientstate}
|
Client status |
{client.dateofincorporation | optional}
|
Date of incorporation |
{client.tradingcommenced | optional}
|
Trading commenced |
{client.tradingceased | optional}
|
Trading ceased |
{client.vatnumber | optional}
|
VAT number |
{client.companynumber | optional}
|
Company number |
{client.registeredin | optional}
|
Registered in |
{client.cohoauthcode | optional}
|
Company Authentication Code |
{client.utr | optional}
|
Company UTR |
Primary address |
|
{client.mainAddress.line1 | optional}
|
Main Address 1 |
{client.mainAddress.line2 | optional}
|
Main Address 2 |
{client.mainAddress.line3 | optional}
|
Main Address 3 |
{client.mainAddress.town | optional}
|
Main Address town |
{client.mainAddress.county | optional}
|
Main Address county |
{client.mainAddress.postcode | optional}
|
Main Address postcode |
{client.mainAddress.country | optional}
|
Main Address country |
Registered address |
|
| {client.registeredAddress.line1 | optional} | Registered Address 1 |
| {client.registeredAddress.line2 | optional} | Registered Address 2 |
| {client.registeredAddress.line3 | optional} | Registered Address 3 |
| {client.registeredAddress.town | optional} | Registered Address town |
| {client.registeredAddress.county | optional} | Registered Address county |
| {client.registeredAddress.postcode | optional} | Registered Address postcode |
| {client.registeredAddress.country | optional} | Registered Address country |
Billing address |
|
| {client.billingAddress.line1 | optional} | Billing Address 1 |
| {client.billingAddress.line2 | optional} | Billing Address 2 |
| {client.billingAddress.line3 | optional} | Billing Address 3 |
| {client.billingAddress.town | optional} | Billing Address town |
| {client.billingAddress.county | optional} | Billing Address county |
| {client.billingAddress.postcode | optional} | Billing Address postcode |
| {client.billingAddress.country | optional} | Billing Address country |
Contact information |
|
| {client.mainPhoneNumber | optional} | Main phone |
| {client.mobilePhoneNumber | optional} | Mobile |
| {client.primaryEmail | optional} | |
Services
| Field placeholder | Field name |
|---|---|
| {service.title} | Service title |
| {service.sales} | Sales description field of any service |
| {service.terms} | Sales term field of any service |
| {services.fees.setup} | Setup fee field of any service |
| {services.fees.monthly} | Monthly fee field of any service |
| {services.fees.annual} | Annual fee field of any service |
Example
To pull a list of services offered to a client into an email, use the following:
{each(service)}
- {service.title}
{service.sales | optional}
{service.terms | optional}
{if(service.fees.setup)} £{service.fees.setup} setup {endif}
{if(service.fees.monthly)} £{service.fees.monthly} each month {endif}
{if(service.fees.annual)} £{service.fees.annual} per year {endif}
{endeach}
where the each function looks for the title, sales, and terms for each service, and pulls that information into the email.
For example, if I select VAT and payroll for a client, the following information is displayed:
Payroll service
Example sales description
Examples sales terms
£100 setup
£500 each month
VAT service
Example sales description
Example sales terms
£100 setup
£2000 per year
Companies House information
| Field placeholder | Field name |
|---|---|
Company details |
|
| {coho.company_name} | |
| {coho.company_status} | |
| {coho.company_number} | |
| {coho.type} | |
| {coho.date_of_creation} | |
| {coho.jurisdiction} | |
| {coho.has_insolvency_history} | |
| {coho.last_full_members_list_date} | |
| {coho.can_file} | |
| {coho.has_charges} | |
| {coho.previous_company_names.name} | |
Address details |
|
| {coho.registered_office_address.address_line_1} | |
| {coho.registered_office_address.address_line_2} | |
| {coho.registered_office_address.country} | |
| {coho.registered_office_address.postal_code} | |
| {coho.registered_office_address.locality} | |
Accounts details |
|
| {coho.accounts.next_due} | |
| {coho.accounts.next_accounts.period_end_on} | |
| {coho.accounts.next_accounts.period_start_on} | |
| {coho.accounts.next_due} | |
| {coho.accounts.next_made_up_to} | |
| {coho.accounts.last_accounts.period_end_on} | |
| {coho.accounts.last_accounts.period_start_on} | |
| {coho.accounts.last_accounts.made_up_to} | |
Confirmation statement details |
|
| {coho.confirmation_statement.last_made_up_to} | |
| {coho.confirmation_statement.next_due} | |
| {coho.confirmation_statement.next_made_up_to} | |
| {coho.confirmation_statement.next_made_up_to} | |