Shortcode modes in emails
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When sending emails from TaxDome, you can either select accounts or specific contacts as recipients. Since selecting one of those modes also affect which shortcodes will be available for use, we call them shortcode modes. Here, we go into details of how it works.
Select the shortcode mode
When using shortcodes in emails, you’ll need to select either the Account shortcodes or Contact shortcodes mode:
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When the Account shortcodes mode is chosen, you select accounts as the recipients, and you can apply account name and custom account field shortcodes.
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When the Contact shortcodes mode is chosen, you select contacts or specific emails as the recipients, and you can apply both account and contact shortcodes, including ones based on custom fields.
Date shortcodes are available in both modes.
To select the shortcode mode:
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When creating or editing an email template: Select the shortcode mode in the Mode section.
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When sending an email in bulk: In the New email window, click Contact shortcodes, then select the shortcode mode from the drop-down.
Account shortcodes mode
When you choose the Account shortcodes mode while creating an email template or sending an email in bulk, TaxDome sends one email per account. All contacts linked to that account are automatically included as CC recipients on that single email, so everyone at the same account receives a shared email thread. The email can be found in the Clients > Accounts > Communication > Email section as a single thread.
Use this mode when your message is relevant to the account as a whole rather than to a specific individual.
In this mode, you can use an account name and account custom fields as shortcodes in emails. For more details about account shortcodes, go here .
Contact shortcodes
When you choose the Contact shortcodes mode while creating an email template or sending an email in bulk, TaxDome sends a separate, personalized email to each selected contact. No one is CC’d — each contact receives their own private email thread, which can be found in the Clients > Accounts > Communication > Email section.
Use this mode when your message needs to be personalized per recipient. In this mode, you can use contact shortcodes such as first name, last name, email address, phone number, or any custom contact field. Note that account shortcodes cannot be used in this mode. For more details about contact shortcodes, go here .
Date shortcodes
When creating an email template or sending an email in bulk, you can use date shortcodes in both the Account shortcodes and Contact shortcodes modes.
For more details about date shortcodes, go here .
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