{{entity.attribute}} and must be surrounded by {{}} to be translated to a dynamic value.
Available Shortcodes by Trigger
Specific shortcodes are only available for certain triggers based on what data is available at that stage of the customer journey.- Quote Sent / Quote Requested
- Quote Booked / First Event Start / Last Event End
Lead Information
| Shortcode | Description | Example |
|---|---|---|
{{lead.first_name}} | Lead’s first name | John |
{{lead.last_name}} | Lead’s last name | Doe |
{{lead.full_name}} | Lead’s full name | John Doe |
{{lead.email}} | Lead’s email address | john@example.com |
{{lead.company_name}} | Lead’s company name | Acme Inc |
{{lead.phone}} | Lead’s phone number | +1 234-567-890 |
{{lead.city}} | Lead’s city | New York |
Company Information
This is information about your company| Shortcode | Description | Example |
|---|---|---|
{{company.name}} | Company name | Acme Inc |
{{company.contact_email}} | Company contact email | contact@acmeinc.com |
{{company.contact_phone}} | Company contact phone number | +1 234-567-890 |
Quote Information
| Shortcode | Description | Example |
|---|---|---|
{{quote.amount}} | Quote amount | $1,500.00 |
{{quote.event_start_date}} | Quote event start date | May 1, 2025 |
{{quote.event_start_time}} | Quote event start time | 10:00 AM |
{{quote.event_end_date}} | Quote event end date | May 2, 2025 |
{{quote.event_end_time}} | Quote event end time | 10:00 PM |
{{quote.event_address}} | Quote event address | 123 Main St, Anytown, USA |
{{quote.guest_count}} | Quote guest count | 10 |
{{quote.number_of_days}} | Quote number of days | 2 |
{{quote.number_of_staff}} | Quote number of staff | 2 |
{{quote.number_of_resources}} | Quote number of resources | 2 |
{{quote.expiration_date}} | Quote expiration date | May 30, 2025 |
{{quote.service_duration_hours}} | Service duration in hours | 4 |
Shortcode Availability Matrix
| Shortcode Category | Quote Requested | Quote Sent | First Event Start | Last Event End |
|---|---|---|---|---|
| Lead | ✓ | ✓ | - | - |
| Company | ✓ | ✓ | ✓ | ✓ |
| Quote | ✓ | ✓ | - | - |
| Booking | - | - | ✓ | ✓ |
Ready to become a shortcodes power user? Check out our Helper
Functions for additional features like default
values and more.