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Inserting Variables in a Template
Inserting Variables in a Template

Find out how to insert variables from expirations, contact, locations, custom fields, etc. into templates

Katie Gunter avatar
Written by Katie Gunter
Updated over a week ago

Besides entering content on email and mobile text notification templates, you can also add variables like the expiration item name or the expiration date.

Inserting fields in an E-Mail Template

To insert a variable, click on the Fields list on the bottom left of the body field when adding or editing a template.

A few of the variables you are able to select from this menu include (but are not limited to):

  • The expiration name: contains the expiration item name.

  • The expiration date: contains the expiration date of the item.

  • The expiration comments: This is the comments field in the expiration item.

  • The category name: this shows the category the item belongs to.

  • Renewal Instructions: this displays the renewal instructions entered at the Category level, into the e-mail template

  • Days to expire: This shows in how many days the item will expire.

  • Custom fields: any custom field can also be added.

  • Contact fields: name, email, first name, last name and custom fields.

  • Location fields: name.

Keep in mind that all these variables also work on the Subject field but must be added manually.

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