TaxDome shortcodes

When creating templates for email, chats, organizers, proposals and jobs—or sending email in bulk—use shortcodes, or dynamic data, to be efficient and save time. These are codes that actual text automatically replaces, such as for a recipient’s name, address, account name or the date. You can use all account and contact fields as shortcodes, including custom ones. 

Covered here:

Types of shortcodes

Here, we show you all the types of shortcodes we offer and where you can use them:     

Shortcode types Where they are used
Account (including custom fields) Bulk emails—in the subject line and the body of the email  
Email templates—in the subject line and the body of the email
Invoice templates
Bulk invoices
PDF Invoices
Chat templates
Job templates
Proposal templates
Organizer templates (custom fields currently not supported)
Signature requests
Signature templates
Contact (including custom fields) Bulk emails
Email templates
Bulk SMS
SMS templates
Signature requests
Signature templates
Date  Bulk emails
Email templates
Invoice templates
Bulk invoices
Chat templates
Bulk SMS
SMS templates
Job templates
Proposal templates
Organizer templates
Signature requests
Signature templates
Workflow  Job templates

Below you can see examples of using shortcodes, and what it looks like for the client:

Shortcodes Used in the Template What Your Client Sees
[CURRENT_MONTH_NAME] Notice for [ACCOUNT_NAME] July notice for ACME Corp
Dear [FIRST_NAME] [LAST_NAME]: Our team wasn’t able to reach you. Is the phone number [PHONE_NUMBER] correct? Dear Otto Mann: Our team wasn’t able to reach you. Is the phone number +1 855-766-3835 correct?
Your 1040 for [LAST_YEAR] is ready!
Your 1040 for 2023 is ready!
Basic organizer for [FIRST_NAME] [LAST_NAME] Basic organizer for John Doe

To find a specific shortcode, type a keyword in the search field, then press Enter on your keyboard. Click x in the search field to clear it.

Account shortcodes

When you use the Account name shortcode, the name of each recipient’s account replaces the inserted shortcode.

Use any of the custom account fields as a shortcode. Learn how to create custom account fields here.

Contact shortcodes

When you use Contact shortcodes, contact data replaces the inserted shortcode.

Contact shortcodes can be used for any of the following:

  • First Name
  • Middle Name
  • Last Name
  • Phone Number
  • Country
  • Street Address
  • City
  • State
  • Province
  • Zip

You can also use any custom contact fields as shortcode. To learn more about how to create custom contact fields, go here.

Date shortcodes

Date shortcodes enable you to put the current date, current month, current year, etc.  when creating an email, chat, invoice, and so on.

Date shortcodes include:

Current Dates Past Dates Future Dates
Current day full date
Last day full date Next day full date
Current day number
Last day number Next day number
Current day name Last day name Next day name
Current week Last week Next week
Current month number Last month number Next month number
Current quarter Last quarter Next quarter
Current year Last year Next year

Note! Date shortcodes are affected by your time zone setting.

Workflow shortcodes

Workflow shortcodes are used in job template names and replaced with individualized text on the job cards displayed in pipelines. Workflow shortcodes include:

  • Due Date: the date the job is set to be due in the template
  • Pipeline Periodicity: the job schedule settings in the selected pipeline
  • Priority: the priory set in the job template

For more details about customizing job names with shortcodes, go here.

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