TaxDome shortcodes explained

Table of Contents

Shortcode types
Shortcode examples
Searching for a shortcode

When creating templates for email, chats, organizers, proposals, and jobs—or sending email in bulk—use shortcodes 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.

Shortcode types

Shortcode type	Where it can be 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

Shortcode examples

Below are examples of shortcodes in use and what the client sees:

Shortcode type	Shortcodes used in the template	What your client sees
Date, Account	[CURRENT_MONTH_NAME] Notice for [ACCOUNT_NAME]	July notice for ACME Corp
Contact	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?
Date	Your 1040 for [LAST_YEAR] is ready!	Your 1040 for 2023 is ready!
Contact	Basic organizer for [FIRST_NAME] [LAST_NAME]	Basic organizer for John Doe