TaxDome Shortcodes

pro

This page is for TaxDome Pro users only. Switch tabs above for the TaxDome Lite version.

When creating templates for email, messages, contracts 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 shortcode 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 body       
Email templates—in the subject line and body  
Message templates
Job templates
Contract templates
Organizer templates
Contact (including custom fields) Bulk emails
Email templates
Date  Bulk emails
Email templates
Message templates
Job templates
Contract templates
Organizer templates
Workflow  Job templates
Contract  Contract templates

Below, see examples using shortcodes and how it appears 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.
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 in an email, message, job, organizer name or contract template, or in an email to multiple parties, 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 in an email template, or in an email to multiple parties, 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

Use Date shortcodes when creating an email, message, job, organizer name 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

Service 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 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.

pro

This page is for TaxDome Lite users only. Switch tabs above for the TaxDome Pro version.

When creating templates for email, messages, contracts 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. 

Covered here:

Types of Shortcodes

On TaxDome, there are two types of shortcodes:

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

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

Shortcodes Used in the Template What the 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 2022 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 x in the search field to clear it.

Account Shortcodes

When you use Account name shortcodes in a template or email sent in bulk, the name of each recipient’s account replaces the inserted shortcode.

Use any custom account fields as shortcode. For more on how to create custom account fields, go here.

Date Shortcodes

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

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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