Inserting Attributes in Email Templates

You can insert attributes along with functions to dynamically replace values by clicking on { } in the template. 

Select the field that you want to replace. 

Add "|" in the attribute to apply the function.

How to auto-replace the last name when the last name is not mentioned in any contact? 

SM: To auto-replace the last name with a default word when the last name does not exist in contact, You can use the "default" function in an email template. It allows you to specify a fallback in case a value doesn’t exist. 

In this example, the Last Name is not defined, so the default value is used.

Input : 

{{ last_name | default: there }}

Output : 

there

How to update the date format in the attribute? 

SM: To update the date format in the attribute, You can use the "Date" function. 

In this example, the Value of the custom field is updated in YYYY-MM-DD format. 

Input : 

Your Due Date is : {{Contact.dateCustomField1 | date: "%Y-%m-%d" }} 

Output : 

Your Due Date is : 2020-12-23

How can I multiply value to existing field in Salesmate? 

SM: To multiply a specific number with a field value you can use "times" function. 

In this example, We are multiplying the field "Commission" with integer 5. 

Input : 

Your Commission is ${{Contact.dateCustomField1 | times: 5 }} 

Output : 

Your Commission is $1000

 

Available Date-Time Syntaxes:

specifier	Replaced by	Example
%a	Abbreviated weekday name *	Thu
%A	Full weekday name *	Thursday
%b	Abbreviated month name *	Aug
%B	Full month name *	August
%c	Date and time representation *	Thu Aug 23 14:55:02 2001
%C	Year divided by 100 and truncated to integer (00-99)	20
%d	Day of the month, zero-padded (01-31)	23
%D	Short MM/DD/YY date, equivalent to %m/%d/%y	08/23/01
%e	Day of the month, space-padded ( 1-31)	23
%F	Short YYYY-MM-DD date, equivalent to %Y-%m-%d	2001-08-23
%g	Week-based year, last two digits (00-99)	1
%G	Week-based year	2001
%h	Abbreviated month name * (same as %b)	Aug
%H	Hour in 24h format (00-23)	14
%I	Hour in 12h format (01-12)	02
%j	Day of the year (001-366)	235
%k	Hour in 24h format, single digits are proceeded by a blank space (0-23)	14
%l	Hour in 12h format, single digits are proceeded by a blank space (0-12)	2
%m	Month as a decimal number (01-12)	8
%M	Minute (00-59)	55
%n	New-line character ('\n')
%P	am or pm designation in lowercase	pm
%r	12-hour clock time *	2:55:02 PM
%R	24-hour HH:MM time, equivalent to %H:%M	14:55
%s	Number of seconds since the Epoch, 1970-01-01 00:00:00 +0000 (UTC)	1566236649
%S	Second (00-61)	2
%t	Horizontal-tab character ('\t')
%T	ISO 8601 time format (HH:MM:SS), equivalent to %H:%M:%S	14:55:02
%u	ISO 8601 weekday as number with Monday as 1 (1-7)	4
%U	Week number with the first Sunday as the first day of week one (00-53)	33
%V	ISO 8601 week number (01-53)	34
%w	Weekday as a decimal number with Sunday as 0 (0-6)	4
%W	Week number with the first Monday as the first day of week one (00-53)	34
%x	Date representation *	08/23/01
%X	Time representation *	14:55:02
%y	Year, last two digits (00-99)	1
%Y	Year	2001
%z	ISO 8601 offset from UTC in timezone (1 minute=1, 1 hour=100)If timezone cannot be determined, no characters	100
%Z	Timezone name or abbreviation *If timezone cannot be determined, no characters	CDT
%%	A % sign	%