TaxDome shortcodes: Overview
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.
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 |
| Contact (including custom fields) | Bulk emails |
| Date | Bulk emails |
| 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 |
Searching for a shortcode
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
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Last Name
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Phone Number
-
Country
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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 |
For invoices, date shortcodes are resolved in the following way:
-
One-time invoices: As you publish an invoice, shortcodes are resolved based on the Date posted value (the date posted is considered a current date).
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Recurring invoices:
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On acceptance: Once a recurring invoice is accepted, the date each invoice is created will be considered a current date.
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Specific date: Shortcodes are resolved based on the start date for the first one-time invoice in the series. For all subsequent invoices, shortcodes are based on the date each invoice is issued. If you make changes to the schedule, it will also affect how shortcodes are resolved.
-
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
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Priority: the priority set in the job template
For more details about customizing job names with shortcodes, go here .
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