System Wide Shortcodes

pro

This page applies to TaxDome Pro pricing plan only. Please switch the tab above to see TaxDome Lite related content.

When creating email, message, contract and jobs templates, or when writing an email that will go out to multiple clients, you can include shortcodes (dynamic data). These are used to add, for example, recipient-specific text, such as a person’s name or address. The best thing is that you can use all account and contact fields as shortcodes, including the custom ones. 

Covered here:

Types of Shortcodes

On TaxDome, there are several types of shortcodes. They could be used in different parts of the system. 

Shortcode Types Where they are used
Account (including custom fields) Bulk emails (subject and body)  
Email templates (subject and body)
Message templates
Job templates
Contract templates
Contact (including custom fields) Bulk emails
Email templates
Date  Bulk emails
Email templates
Message templates
Job templates
Contract templates
Workflow  Job templates
Contract  Contract templates

Below, see the examples using shortcodes and how they will appear on the client-side:

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 2021 is ready!
The total amount for services provided will be [SERVICES_TOTAL].
The total amount for services provided will be $243.

To find a specific shortcode, type a keyword in the search field, then press enter on your keyboard. The list is then narrowed.

Click the x icon in the search field to clear it.

Account Shortcodes

When you use the  Account name shortcode in an email, message, job, or contract template, or in an email to multiple parties, the name of each recipient’s account replaces the inserted shortcode.

You can also use any of the custom account fields as a shortcode. Read more on how to create custom account fields in the article.

Contact Shortcodes

With Contact shortcodes, you can use any data field from the contact cards in an email template or in an email to multiple parties.

Contact shortcodes are supported for all contact data fields below:

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

You can also use any of the custom contact fields as a shortcode. Read more on how to create custom contact fields in the article.

Date Shortcodes

Use Date shortcodes when creating an email, message, job, or contract template or when sending an email to multiple parties.

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

Services Shortcodes

When you use Services Shortcodes in a contract template, the total amount of the services provided will replace the inserted Services total shortcode.

Workflow Shortcodes

Workflow shortcodes are the ones that are used in job template names. These include:

  • Due Date: the due date set in the job template.
  • Pipeline Periodicity: the job’s schedule settings in the selected pipeline.
  • Priority: the priory set in the job template.

Read more on customizing job names with shortcodes in the article.

pro

This page applies to TaxDome Lite pricing plan only. Please switch the tab above to see TaxDome Pro related content.

When creating a message template or sending messages in bulk, you can include shortcodes (dynamic data). These are used to add, for example, recipient-specific text, such as a person’s name or address. The best thing is that you can use all account fields as shortcodes, including the custom ones. 

Covered here:

Types of Shortcodes

On TaxDome, there are several types of shortcodes. 

  • Account shortcodes are used to impersonalize your message with account details (Account name, Custom fields, etc.)
  • Date shortcodes are used to add dynamic dates (Last year, Current week, etc.)

Below, see the examples using shortcodes and how they will appear on the client-side:

Shortcodes Used in the Template What Your Client Sees
[CURRENT_MONTH_NAME] Notice for [ACCOUNT_NAME] July Notice for ACME Corp
Dear [ACCOUNT_CUSTOM_FIELD:First Name] [ACCOUNT_CUSTOM_FIELD:Last Name]: Our team wasn’t able to reach you. Is the phone number [ACCOUNT_CUSTOM_FIELD: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 2021 is ready!

To find a specific shortcode, type a keyword in the search field, then press enter on your keyboard. The list is then narrowed.

Click the x icon in the search field to clear it.

Account Shortcodes

When you use the  Account name shortcode in a message template, or sending a message with this template to multiple parties, the name of each recipient’s account replaces the inserted shortcode.

You can also use any of the custom account fields as a shortcode. Read more on how to create custom account fields in the article.

Date Shortcodes

When you use Date shortcodes in a message template, the dynamic date replaces the inserted shortcode, regardless of template creating date.

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
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