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List of placeholders

Placeholders help you quickly personalise email and SMS communications and save time drafting messages. Here's the list of all those available and what they do

System fields

These placeholders will always pull through the relevant information and do not rely on an additional system trigger (event taking place).

Name in drop down

Placeholder

Description

Date

Today's date

First name (recipient)

The first name of the contact receiving the communication

Last name (recipient)

The last name of the contact receiving the communication

First name (account owner)

The first name of the account owner/bill payer.

Last name (account owner

The last name of the account owner/bill payer.

Beneficiary first name

The first name of the attendee of a class/recipient of a product

Beneficiary last name

The last name of the attendee of a class/recipient of a product

Organisation name

Your Thrive4 account name.

Administrator(s)

The names of all the users with the Admin role.

Date of birth

The date of birth of the contact you are emailing.

Address

The full address of the contact you are emailing.

Town

The town of the contact you are emailing.

Postcode

The postcode of the contact you are emailing.

 

Template fields

These placeholders pull data specifically for system email templates and only function when sent via a notification or through specific actions/triggers in the system. They will not work in manually sent emails. They reference products/schedules/payments related to the action/trigger. If you see these in system templates, do not change or delete them.

  • ‘Invoice’ - the invoice being raised
  • ‘Amount’ – the monetary value of the invoice/order
  • ‘Payment’ - the payment made
  • ‘Purchase order’ - the order number and information about the order made
  • ‘Product’ - information on the relevant product
  • ‘Product name’ - the name of the relevant product
  • ‘Schedule’ - information on the relevant schedule
  • ‘Calendars’ - the calendar entries relevant to the email
  • ‘Person’ - the contact whom the product is for
  • ‘User’ - the account owner of the relevant contact
  • ‘Group’ - the name of the group relevant to the email
  • ‘Registration form’ - the relevant registration form
  • ‘Product invitation’ - the product invitation
  • ‘Payment overdue days’ - how many days overdue the relevant payment is
  • ‘Outstanding invoice amount’ – the monetary value of the relevant outstanding invoice
  • ‘Outstanding invoices for account owner’ - a summary of outstanding invoices for the account owner
  • ‘Outstanding invoices for beneficiary’ - a summary of outstanding invoices for the relevant beneficiary contact
  • ‘Outstanding invoices’ – a summary of all outstanding invoices for all linked contacts on the account

 

Registration form fields

These placeholders are specific to your organisation, and will pull through the data (answers) from your data forms.